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  • Harvard's Endowment Stocks Up on Emerging Market ETFs [View article]
    Wrong, wrong, wrong, wrong!!! and wrong. I don't know why analysts REFUSE to understand that "all publicly traded US-listed equities" is LESS THAN 3% of Harvard's TOTAL PORTFOLIO (last I checked.)

    Think about that. Think about it some more. Take your time, check it twice. Consider how significant 3% of YOUR portfolio is. Better yet, if you have residual assets and decide to buy 15 stocks, why must those choices reflect your overall allocation (97% of the portfolio) or sector outlook ? In fact, we're talking about PART of 3%: is there any coherent or rational inference to be made about the Harvard Portfolio here? You're looking at <2% of the picture, the "back-fill" or "rounding" with ETFs, and trying to draw some meaningful conclusion??? Don't bother.

    I've read probably ten other SA article that likewise 'miss the forest for the trees.' Why is this faulty logic so endemic here? Mark my words, there will be one or two more article off on the same tangent, within 48 hours...
    May 17 13:26 pm |Rating: +2 -2 |Link to Comment
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