Of the ‘7 mistakes fund investors make most’ revealed in Chuck Jaffe’s recent article in MoneyWatch, focusing too much on a fund, and not enough on the portfolio, brings to light the importance of differing asset classes in one’s portfolio.
“Finding good funds isn’t that hard; putting them together in an effective, low-maintenance, diversified portfolio is a lot more difficult. [...]
Category Archives: Asset Classes
Diversification Found with Multiple Asset Classes
Wednesday, December 16, 2009
Asset Class Description: Emerging Market Stocks
Friday, December 11, 2009
Stocks in companies in the 30 or so “emerging” markets are dominated by Asia (predominantly Taiwan and Korea) at over 50%, Latin America (20%), Africa and the Middle East (20%) and some smaller European countries are, collectively, considered an asset class. An investment in emerging markets as part of your asset allocation strategy, is important [...]
Asset Class Description: US Treasury Bonds
Thursday, December 10, 2009
Perhaps the most core asset class any investor needs for diversification in an ETF portfolio are US Treasury Bonds. Owners of treasuries have an investment in a portion of the public debt of the United States of America — backed by its full faith and credit. There is no risk of not getting repaid [...]
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 [...]
Oil’s Wakeup Call – Forbes Article 3/5/08
Wednesday, March 5, 2008
Martin T. Sosnoff
Martin Sosnoff
Oil at $100 a barrel is a wakeup call for investors and politicians alike. You can’t blame ExxonMobil for making $11 billion quarterly. Prices are set by the futures market, not in boardrooms or coffee houses in Riyadh.
Normally,
I avoid commodity plays, but I’ve joined the crowd. I despise gold,
copper, iron ore, potash [...]
