Seeking Alpha

Don't settle on diversification, says BlackRock noting a traditionally diversified portfolio...

Don't settle on diversification, says BlackRock noting a traditionally diversified portfolio (60% SPY, 40% AGG) would have done decently over the last 15 years, but a truly diversified portfolio - 12% SPY, 12% mid-caps (IJH), 12% small caps (IJR), 12% MSCI EAFE (EFA), 12% emerging markets (EEM), and the rest fixed income (AGG, TLT, HYG) - would have done far better.
Comments (2)
  • Yeah, it would have done better for BlackRock as for more expense ratio's for having owned more of their funds!
    The market, as in free market has been so corrupted by the powers that be as to be not worthy of your investment / trust.
    Its a traders market and only for the most nimble at that.
    Buy and hold was a disaster sold to an unsuspecting public, yours truly included!
    An eye opening review in yesterdays "Bookshelf" section of the W.S.J. was incredible,
    A clubhouse for technocrats
    review of the book "Tower of Basel" by Adam Lelior
    check it out
    26 Jun 2013, 05:41 PM Reply Like
  • Editor,
    What is IShares historical data source for eem, ijr, ijh ,efa, agg, tlt. the closest I can come is 14 years and as short as 6 years. How do they compare that with 15 years holding SPY which I believe is not part of IShares stable, but who knows?
    Now Editor, I realize that you are only the messenger but a caution on this presentation that appears to be self serving just might be in order.
    Jacmac

     

    Jacmac
    29 Jun 2013, 06:19 AM Reply Like
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