Monthly Archives: December 2012

November 2012 Asset Allocation

Nov. 2012 Asset Allocation

Price to Earnings Ratio of the S&P 500 (P/E): 16.47 as of 11/15/12
Dividend Yield of the S&P 500 (DY) divided by 10-Year Corporate AAA Bond Yield: 1.01 as of 11/15/12
"Earnings Yield" on the S&P 500 - (1/PE) (EY) minus 10-year Corporate AAA Bond Yield: 3.87 as of 11/15/12

Conclusion

For the month of November, we are maintaining our 50/50 allocation of stocks and bonds.

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Enterprising Investor: December 2012

This month we go over the updates to the Enterprising Investor Portfolio for December.

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Defensive Course Concluded, Enterprising Course Launched

Hi, everyone! The Defensive Investor Course has concluded as of September 2012, and the Enterprising Investor Course is now running. If you'd like to subscribe to the Enterprising Course, which includes the new Enterprising Portfolio, you can easily do so from the homepage. You'll need to cancel your Defensive Membership in order to transition (this is due to the payment processing company - they can't change the amount we bill per month after the fact, so you need to sign up under the Enterprising plan) over to the new course. The Enterprising Plan includes everything in the Defensive Plan, in addition to all of the material in the Enterprising Investor Course. We hope to see you there!

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Enterprising Investor – November 2012

In this video, Jonathan goes over some strategy for further developing your Enterprising Investor Portfolio.

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