Defining a Set of Core Asset Classes [View article]
Great info as usual. I always look forward to your articles. I have to read them a couple of times (my way of understanding things), but always worth the effort. Thank You
The Humble Arithmetic of Portfolio Management [View article]
Great article, thank you! I thoroughly enjoyed it. I forwarded to several friend, colleagues and clients.
I follow an extreme diversification approach. Then I throw on top, what I call dynamic rebalancing.
I have an overall guiding asset allocation model for my portfolios. I then use %risk position sizing for each holding in a class. Then I employ a simple dynamic harvesting/rebalancing strategy. When a holding rallies 25% above its given allocation, I look to take profits. When an allocation falls 25% below its given allocation, I look to add.
An Endowment Portfolio From Publicly-Traded Vehicles [View article]
An interesting alternative could be to sprinkle in NUT for sme real estate exposure. I have used it in the past. Here is my current holdings for real estate. IGR/MIC/NUT/FSP/EFR/PC...
An Endowment Portfolio From Publicly-Traded Vehicles [View article]
Good idea. I have also used ALD and MCI as access to different area. MCI has a great track record. I have also sprinkled in EFR, FCO, BGT for some of my income needs.
An Endowment Portfolio From Publicly-Traded Vehicles [View article]
Great stuff. I am a huge fan of non-correlated investing. Try adding some of the Wisdom Tree funds for alpha. Also, any thoughts on NCHPX. High fees, but a great diversifier.
An Endowment Portfolio From Publicly-Traded Vehicles [View article]
Great stuff. I am a huge fan of non-correlated investing. Try adding some of the Wisdom Tree funds for alpha. Also, any thoughts on NCHPX. High fees, but a great diversifier.
Background Info on Leading Bond ETFs [View article]
Any help or info on the correlation on some of those funds would be great.
Again, thanks for the article.
360 Degree Markets View [View article]
Why Not to Buy Bond ETFs [View article]
other than that, I am just picking distressed stocks at good prices
High Yielding Retirement Strategy Utilizing Bond ETFs [View article]
On Feb 09 01:33 PM StockMarketSage.com wrote:
> Great work, I just sent this to my dad.
Relative Performance of Asset Categories [View article]
Monitoring 10 Major Asset Categories with ETFs [View article]
Defining a Set of Core Asset Classes [View article]
A 360 View of Returns (July 2008) [View article]
The Humble Arithmetic of Portfolio Management [View article]
I follow an extreme diversification approach. Then I throw on top, what I call dynamic rebalancing.
I have an overall guiding asset allocation model for my portfolios. I then use %risk position sizing for each holding in a class. Then I employ a simple dynamic harvesting/rebalancing strategy. When a holding rallies 25% above its given allocation, I look to take profits. When an allocation falls 25% below its given allocation, I look to add.
Asset Allocation: Investing by the Numbers [View article]
Asset Allocation: The Only Game in Town [View article]
An Endowment Portfolio From Publicly-Traded Vehicles [View article]
An Endowment Portfolio From Publicly-Traded Vehicles [View article]
An Endowment Portfolio From Publicly-Traded Vehicles [View article]
An Endowment Portfolio From Publicly-Traded Vehicles [View article]