Have you ever been a part of one of those trusted conversations where you become privy to information that is so powerful it would disrupt the status quo?
Think of the conversations that occur behind closed doors at the White House, corporate boardrooms or U.S. Central Command. We all understand that there are elements of those [...]
Category Archives: Portfolio Diversification
Behind Closed Doors – The Untold Story About Diversification
Monday, March 8, 2010
Asset Allocation vs. Tactical Allocation – Know the Difference
Sunday, January 24, 2010
Asset Allocation is being mistaken form tactical allocation. “It’s the financial fantasy for a post-crash world: Wouldn’t life be grand if you could own one mutual fund that invested in domestic and foreign stocks, bonds, cash, real estate, commodities and currencies, freely shifting investments among categories to take advantage of opportunities, and avoid meltdowns?”
Well, of [...]
Asset Allocation 101 According to David Swensen of Yale
Thursday, December 10, 2009
In David Swensen’s “Unconventional Success” he covers asset allocation 101 touching on the topic of diversification and the importance of rebalancing, especially for beginners.
The following paraphrases from David Swensen’s “Unconventional Success,” There are core and non-core asset classes. Core asset classes have 3 critical characteristics:
1) they give basic, valuable differentiable characteristics to an investment portfolio. [...]
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 [...]
