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A Dual-Portfolio Strategy With 2 Controls Has Worked Out. Can It Weather Any Looming Storm?

Nov. 08, 2013 11:22 AM ETVTI, VXF, VTV, VEU, BND, TIP6 Comments
O. Young Kwon profile picture
O. Young Kwon
785 Followers

Summary

  • The focus of this article is to help investors by viewing an illustration of my portfolio management with a dual portfolio with two key controls.
  • Holding mutual funds in a same family has three advantages, compared with holding their twin ETFs.
  • If there would be no sign to resolve the fiscal impasse by the end of this year, the C/C Ratio would be raised to a 35% to take an opportunity.
Business on Wall Street in Manhattan

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Last month's 16-day Federal Government shutdown ended on Oct. 17, by funding the Treasury Department to reopen the Government through Jan. 15, by effectively suspending the debt ceiling through Feb. 7, and by forming a budget committee for talks over broader budget issues. The budget-debt issues, however, were not

This article was written by

O. Young Kwon profile picture
785 Followers
O. Young Kwon, a NYU Ph.D. in Economics (1980) taught Macroeconomics (CUNY, Staten Island) and Statistics (Rutgers, Newark) during 1979 to1981. He worked in the security industry for ten years as a Registered Investment Adviser (RIA). In the first half of 1980s, he, as a full-time Research Associate, researched at the Center for International Business Cycle Research (CIBCR) (with Geoffery H. Moore) on business cycles, growth cycles, international indicators, composite indexes, and forecast of business conditions and inflation.Prior to his academic career, he was an Economist/Bank Supervisor at the Bank of Korea [BOK] (which is the Fed's counterpart) for ten years (1963 - 73). In 1971, he visited the Federal Reserve Bank of New York, sent by the Bank of Korea: He studied the long-run central banking in the computerized environment.

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