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Paul Allen  

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  • The Most Diversified Inflation-Proof Retirement Portfolio
    Mar. 9, 2014 DVY, GLD, IVV 10 Comments


    • Inflation is always and everywhere a monetary phenomenon.
    • Investors will need an inflation-proof portfolio, since a heavy loaded bond portfolio won’t be the perfect hedge in a low interest-rate environment.
    • For conservative investors at or near retirement, inflation can be the biggest threat, since many of them have converted much of their portfolio into bonds.
  • The Big Emerging Markets: Consumption Vs. Commodity Play
    Nov. 4, 2013 VWO, GXG, FXI Comment!
  • Low-Volatility Investing Versus CAPM: The Truth About The Low-Volatility Effect!
    Oct. 18, 2013 SPY, SPLV 8 Comments
  • The Most Rewarding Portfolio Construction Techniques: An Unbiased Evaluation
    Editors' Pick • Sep. 24, 2013 AGG, DJCI, GLD 23 Comments
  • Visualizing The Dynamics Of Diversification
    Apr. 5, 2013 EEM, GLD, RWR 1 Comment
  • Risk Parity - Why Correlations And Classifications Can Be A Huge Stumbling Block
    Jan. 8, 2013 AUD, BUND, CAD Comment!
  • A Stock Picker's Paradise? Not Anymore
    Dec. 2, 2012 IVV, IWM 4 Comments
  • Modern Portfolio Theory 2.0 - The Most Diversified Portfolio
    Editors' Pick • Nov. 28, 2012 AGG, GLD, LQD 85 Comments
  • Risk Parity: A Bullet-Proof Investment Strategy?
    Sep. 14, 2012 LQD, SPY, TLT 14 Comments
  • Diversification: Failure Or Free Lunch During Market Turbulence?
    Jul. 27, 2012 DIA 8 Comments