Browsing Category
Asset Allocation
151 posts
The Whole Story: Factors + Asset Classes
by Jason Hsu, Research Affiliates LLC Download PDF Every year we invite some of the investment industry’s most…
July 9, 2015
Asset Class Return Mosaic - Updated to June 2015
by Novel Investor The chart below shows several issues investors struggle with all the time. It’s difficult to…
July 8, 2015
Sixteen Implications of “The Phases of an Investment Idea”
by David Merkel, Aleph Blog My last post has many implications. I want to make them clear in…
July 3, 2015
Think Modern Portfolio Theory Doesn't Work? Clearing Up Some Misconceptions
by David Varadi, CSS Analytics A note to readers: I have posted some interesting material the last few…
June 30, 2015
How Long do Investors Have to Wait Before They See the Benefits of Diversification?
by Michael Batnick, The Irrelevant Investor Everybody who holds a balanced portfolio believes in the efficacy of diversification.…
June 29, 2015
How Should We Think About a 60/40 Portfolio?
by Michael Batnick, The Irrelevant Investor With interest rates near all-time lows, the future viability of a classic…
June 25, 2015
Getting More from Low Volatility
by Alexander Bareboym, AllianceBernstein Stocks still seem attractive, but it’s important to guard against a potential spike in…
June 24, 2015
Sharpening Convictions in Equity Allocations
by Dianne Lob and Nelson Yu, AllianceBernstein No matter where you look in the capital markets, it’s getting…
June 10, 2015
Diversification is Not the 'Free Lunch' it is Often Made Out To Be
by Corey Hoffstein, Newfound Research Highlights: • Many factors result in investment returns that differ from the academic…
June 5, 2015
The Most Interesting Asset Class Over the Next Decade
by Ben Carlson, A Wealth of Common Sense Vanguard has a great chart in their latest ETF Perspectives…
June 5, 2015
Global Tactical Asset Allocation: Just the Facts
by Adam Butler, GestaltU Rob Seawright of Above the Market recently posted an article broadly skewering tactical asset allocation (TAA)…
June 2, 2015
What Tactical Asset Allocation Strategy Avoids Big Drawdowns?
by Wesley Gray, Alpha Architect A lot of investors ask this question as their wealth grows and the number…
June 1, 2015
The 60/40 Forecast: 0% through 2025
The 60/40 Forecast: 0% through 2025 by Corey Hoffstein, New Found Research Benjamin Graham, father of value investing,…
May 28, 2015
Warren Buffett's Asset Allocation Underweighted Bonds
by Charles Sizemore It seems I’ve been writing a lot about Warren Buffett lately. Earlier in May I used…
May 21, 2015
Stocks, in General, Are Overhyped
by Cullen Roche, Pragmatic Capitalism Felix Salmon wrote a nice explanation to his 2010 video saying you should…
May 14, 2015