testguy

Select Foreign Index ETFs As Defensive Assets: Anything Doing?

I read both Roger's and Geoff's blogs/sites. It seems to me you guys are from different background. Roger shows not much interest in statistics analysis as Geoff although he did mention the correlation tools several times on his blog, and he seems to base his portfolio management mostly on fundamental analysis. However, if you believe in numbers don't lie, it's very difficult to disagree with Geoff here as to what happned during the last 3-5 years to these foreign foreign country themes.

Portfolio Building With Forward Looking Asset Allocation

Great article. Thank you, Dr. Considine.