In this week’s Forbes column, Rick Ferri asserts that “partial indexing works for Wall Street, not investors”. In this penetrating article, Rick ruthlessly uncovers Wall Street’s agenda is selling indexing for efficient markets while directing clients towards highly priced actively managed mutual funds for “inefficient markets”. As Ferry states, “Welcome to ‘Core and Explore’, also [...]
Category Archives: Modern Portfolio Theory
Tracking 9 ETF Portfolios – Surprise Winners and Losers So Far in 2008
Thursday, September 11, 2008
The famous professors at Yale have proven that asset allocation accounts for 90% of a portfolio’s return and that stock picking and market timing account for less than 10%. So what a great time to look at how different asset allocations are faring in this market!
In 2008 it turns out that asset allocation decisions have everything [...]
Barron’s Online – 3 Ways Investors Ruin Their Nesteggs
Thursday, March 6, 2008
by Karen Hube
Monday, March 17, 2008
These are scary times for investors trying to shore up their retirement
portfolios. Stocks’ values are down, inflation is ticking up and home prices
are sliding. But as investors nervously eye all that, they may be overlooking
the biggest threat of all: themselves.
“How you react to negative news about the markets can do [...]
