Vanguard FTSE All-World ex-US ETF (VEU)
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- Performance for Harvard, Yale Endowments in 2008 [view article]
- Eight ETFs to Preserve Your Wealth [view article]
- Tracking 9 ETF Portfolios [view article]
- Yawning from the Market Sidelines, ETFs in Hand [view article]
- ETF Update: Industrial Plunge Plays, Financial ETFs Take a Beating [view article]
- 700 ETFs and Counting: A Bird's-eye View [view article]
- Harvard Endowment 2008 Performance [view article]
- A 360 View of Returns (July 2008) [view article]
- El-Erian's Recommended Allocation vs. Harvard, Yale [view article]
- Foreign ETFs: Is Now the Best Time for International Exposure? [view article]
- Retail Investors Refuse to Globalize [view article]
- A Lazy ETF Portfolio Underweighting the U.S. [view article]
loading ...Recent VEU Articles
- Eight ETFs to Preserve Your Wealth
- Tracking 9 ETF Portfolios
- Performance for Harvard, Yale Endowments in 2008
- Yawning from the Market Sidelines, ETFs in Hand
- ETF Update: Industrial Plunge Plays, Financial ETFs Take a Beating
- All World ETFs Offer Access to Global Growth Opportunities
- Foreign vs. Domestic ETFs: Diversification Remains Essential
- Foreign ETFs: Is Now the Best Time for International Exposure?
- Retail Investors Refuse to Globalize
- Hey Vanguard, Can We Get a VMT and a VMTX?
- Full List of Articles »
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Yawning from the Market Sidelines, ETFs in Hand [view article]
cma cma:There's a link above the title to download the entire article.
fg144331:
I'm also wondering the same thing. What is the best approach to switching from a B&H method to a timing method? Reply
Yawning from the Market Sidelines, ETFs in Hand [view article]
What is the timing model? The link had only an abstract. Replying
ETF Update: Industrial Plunge Plays, Financial ETFs Take a Beating [view article]
SKF 200 soon Reply700 ETFs and Counting: A Bird's-eye View [view article]
very nice overview I've been looking for this info for a while... can you possibly cover ETFs traded on the London Stock Exchange? and make some sort of sense of where they overlap with US ones? ReplyHarvard Endowment 2008 Performance [view article]
The commodity bubble scenario is a propagated fantasy developed by the lack of understanding of bubble head financial CNBC. We are in a long term commodity bull market with China an India leading the consumption of commodities. ReplyA 360 View of Returns (July 2008) [view article]
job well done and very easy to follow ReplyEl-Erian's Recommended Allocation vs. Harvard, Yale [view article]
In reviewing your asset allocation, it appears that you have 63% of your portfolio in bonds? Seems high to me. Would you mind sharing with me why? Thanks.On Jun 10 08:19 AM rudi wrote:
> I'd find it interesting to know, how these portfolios are being created.
> As I am involved into asset allocation a lot, I wonder why there
> is so little allocation into bonds. I think the difficulty is, what
> expected returns to assume, when optimizing the portfolio by the
> best sharpe ratio (or some other ratio). As you can see, all portfolios
> assume >10% commodities to be appropriate. I find results like that,
> when I imply the empirical returns of commodities for the last years.
> Minding the efficient market hypothesis, there is no reason to assume
> more than the inflation rate plus some increased demand due to worlds
> economic growth, as an expected return. This would be 3-4% in my
> opinion. This leads me to a portfolio with maximum 5% commodities.
>
>
> I conclude the harvard portfolio to be defenitely the best, since
> they are best diversivied, i.e. they have the most asset classes.
> High yield bonds and inflation-linked bonds should be included in
> every good portfolio.
> In spite of that, the harvard portfolio could be easily outperformed
> (risk adjusted) by a portfolio like that:
>
> -International Stocks (weighted by marketcap) 20% (ACWI)
> -International inflation-linked-bonds 30% (TIP)
> -High yield bonds 3% (HYG)
> -Bonds with short avg. maturity 18% (SHY)
> -International Bonds 12% (BWX)
> -Commodities 5% (DBC)
> -Real Estate 7% (VNQ)
> -Private Equity 5% (PPE?)
>
> Keep in mind, that private equity is correlated with stocks. So there
> is a lot of emphasis on stocks market in all mentioned portfolios.
>
>
> The idea of having hedge funds is in my opinion misleading as well,
> since they are either doing some similar allocation, or they apply
> some strategy, which includes short selling (not sticking to efficient
> market hypothesis), what means, you are long and short in the same
> assets at the same time, just wasting fees.
>
> By the way, there are even more asset classes, that should be added
> to the portfolio, but I wanted to show a portfolio, which doesnt't
> include more than the harvard one and is already more developed.
>
>
> best regards
> rudi Reply
Foreign ETFs: Is Now the Best Time for International Exposure? [view article]
Yeah, I read the mole's article the other day. What a lousy response to a good question. ReplyRetail Investors Refuse to Globalize [view article]
Cashman - Let's have the next President enforce a rule that says we won't buy anything from a country that doesn't buy the same amount from us. That sounds like a great policy, and woud shut our economy down in about six minutes. Sharp thinking. ReplyForeign ETFs: Is Now the Best Time for International Exposure? [view article]
If you want to trade options on emerging markets, then you may want to consider going with EEM instead of VWO. The former is far more liquid (i.e. more options being bought and sold on EEM and much larger open interest for both puts and calls). ReplyForeign ETFs: Is Now the Best Time for International Exposure? [view article]
Gary-Great article. Uninformed investors trying to buy the entire world is dangerous and expensive. Here's another article that supports the notion that investors need to know about the US economy and other global economies so that they can choose countries that work to diversify their holdings and know when to get in and out.
here's the piece: www.greenfaucet.com/in... Reply
Foreign ETFs: Is Now the Best Time for International Exposure? [view article]
Gary- I've never really understood the concept of stop-loss. If int'l ETFs are down 25-30% now, why would I want to buy and put a stop-loss at another 10% loss? If they're a buy now, wouldn't they be an even better buy at 35-40% down? Why would I want to sell then rather than buy? If I'm stopped out then, when would I get back in? ReplyRetail Investors Refuse to Globalize [view article]
VT sounds great in theory, but it looks rather illiquid (32,000 av. vol). ReplyDaltorio
Retail Investors Refuse to Globalize [view article]
This article is spot on! I make sure my clients have a good portion of their assets in foreign stocks or they're not my clients. Over the past 4 years, they have averaged a total return of nearly 200%. Personally, I have 95% of my portfolio in foreign stocks and commodities. ReplyRetail Investors Refuse to Globalize [view article]
Global investing could be more lucrative if the world economy wasn't so volatile. We instituted NAFTA and it seems that every nation has got it's far shake with the exception of this Nation's(USA). Buy Buy Buy! Made in ______________. Fill in the Country. Exportation of goods should be on the new President's agenda. I.E. Fair trade. This investor refuses to buy foreign stocks until the scales balance. Reply