asset allocation

Welcome to the 'asset allocation' tag page at Technorati. This page features content from the farthest reaches of the Blogosphere that authors have "tagged" with 'asset allocation'.

Latest blogosphere posts tagged “asset allocation”

• Portfolio Rebalancing Experiment

  
  Michael James on Money — Authority: 549
  Following up on last week’s musings on using portfolio rebalancing with a 100% stock portfolio , I decided to run an experiment using real stock prices. The goal is to see what benefit rebalancing brings over buy-and-hold. Fairly arbitrarily, I decided to divide the portfolio into half Canadian and half US ...
  22 hours ago

• Investing by the seat of their pants

  
  Abnormal Returns — Authority: 611
  We have been in the midst of a debate as to the benefits (or not) of a buy-and-hold investment methodology.  Barry Ritholtz at the Big Picture highlights some recent research showing that some portfolio managers are able to exploit macroeconomic data to outperform their benchmarks.  What hasn’t worked has ...
  1 day ago

• When to Change Portfolio Managers

  
  Medical Executive-Post @ Healthcare Financials.com — Authority: 133
  Some Considerations for Medical ProfessionalsBy Clifton N. McIntire, Jr.; CIMA, CFP®By Lisa Ellen McIntire; CIMA, CFP®Sometimes even the best made physician financial plans just don’t work out. And, despite extensive time and energy spent on due diligence before hiring an investment or portfolio manager, it ...
  2 days ago

• Foreign Diversification Cognitive Dissonance

  
  Canadian Financial DIY — Authority: 458
  Take a look at this chart and tell me what the heck is going on? Isnt diversification into foreign equities supposed to reduce portfolio volatility and increase returns through non-correlation and rebalancing? Yet the simple all-Canadian portfolio with 5% T-Bills, 30% All Canadian Bonds and 65% TSX Composite ...
  2 days ago

• Macro Trading Using Relative Strength

  
  The Macro Trader — Authority: 103
  Since the start of our newsletter we have been using a relative strength table that looked at Fidelity Select Sector Funds to show what industry groups are leading and which groups are lagging.  The relative strength calculation is similar to the style used by Bill Oneil and IBD but is slightly shorter term in ...
  2 days ago

• How to pick the right Mutual Fund?

  
  Prajna Capital - An Investment Guide — Authority: 128
  Mutual funds are a convenient way to invest in the markets. Numerous fund houses offer a wide platter of schemes. The choice before the investor is so wide, that he is often baffled. Some investors who have tasted attractive returns in the past believe that all funds can work the magic for them. When they get mediocre ...
  3 days ago

• The Enterprising Investor’s Guide 11/9/2009

  
  The Razor's Edge — Authority: 132
  The price-to-peak earnings multiple increased to 12.0x as of last week’s close.  Reported macroeconomic data was generally positive over the last week with positive surprises coming from the ISM manufacturing index and pending home sales data.  Same-store sales rose for the second straight month which stoked hopes ...
  3 days ago

• Your Average Australian Super Fund

  
  The Daily Reckoning Australia — Authority: 551
  Now theres a real decoupling. Fridays unemployment figures came out in America. They showed that 8.2 million Americans have lost their job since the GFC began in 2007. The official unemployment rate (the one that under-measures actual unemployment) is at 10.2% and growing. The Aussie employment report comes out on ...
  3 days ago

• Very Long-Term Asset Allocation Results

  
  Perspectives — Authority: 463
  Nobody has the time or patience to wait 82 years to experience the long-term, but if they did (or if they wanted to bet on the future based on the long-term past), here is how a simple allocation between the S&P 500 index and the U.S. Aggregate Bond index worked out from 1926 through 2008. Related proxy funds:  ...
  4 days ago

• Global Asset Class Performance Chart (Nov 2- Nov 6)

  
  Wall Street Pit — Authority: 644
  Here is last week’s performance of different major global financial markets:Gold, currently the most actively monitored commodity, is this week’s most preferred investment and the subsequent asset class leader. As the chart above illustrates, the precious metal, which is again being viewed as a...
  5 days ago

• Does Vanguard Feel Threatened By Tactical Asset Strategies?

  
  market folly — Authority: 617
  Thanks to a reader for bringing this back to our attention. Today we want to highlight an intriguing research piece from back in 2006 from index-fund giant Vanguard. Back then, they put out an interesting white paper on evaluating tactical strategies entitled, "A Primer on Tactical Asset Allocation." The fact that ...
  1 week ago

• The Enterprising Investor’s Guide 11/2/2009

  
  The Razor's Edge — Authority: 132
  The price-to-peak earnings multiple for this week dropped considerably to 11.6x as of Friday’s close.  Investors were taken on a roller coaster ride at the end of last week, as Thursday was the best day for U.S. equities in three months following a upside surprise to third quarter GDP results showing the first ...
  1 week ago

• Fundamentally: Time Heals Everything in Quarterly Statements

  
  NYT > Theater — Authority: 913
  For many investors, the 12-month performance of brokerage accounts and 401(k)’s should soon look much better. How will that affect their market outlook?
  1 week ago

• Prepare to dump bonds as M&A takes off, SG says

  
  DealZone — Authority: 433
  Societe Generale’s asset allocation team reckons cash-rich corporates are going to start ploughing money into deals as the economy recovers, and that spells a brighter future for stocks than bonds. The graph above is lifted from a note published earlier this week, in which the French bank shows how equities tend to ...
  2 weeks ago

• The Tortoise, or the Hare?

  
  Brian Preston's "Money Guy" Blog and Podcast — Authority: 103
  Money-Guy 10-27-2009 Today’s show is on a topic that I feel is very easy to understand but, for some reason, very often overlooked. While overlooking this seemingly small concept may not seem like a huge deal, the impact it can have on your investment portfolio as well as your ability to reach your long term goals ...
  2 weeks ago

• The Enterprising Investor’s Guide 10/26/2009

  
  The Razor's Edge — Authority: 132
  The price-to-peak earnings multiple contracted slightly to 12.1x last week.  On Friday, the stock market concluded a choppy week in which a steady flow of third quarter earnings reports surprised to the upside.  The earnings results thus far have been much better than analysts expected with blow out reports from ...
  2 weeks ago

• Timber! Fizz!

  
  Enough Wealth — Authority: 413
  I havent received any notification as yet from the Timbercorp liquidator KordaMentha regarding the sale of the Timber assets to Australian Bluegum Plantations on 30 Sep for approx. $345m. From the KordaMentha press release it appears that about $198m of the sale proceeds (due to settle on 2 Nov) will be available to ...
  2 weeks ago

• Global FTSE 100 shrugs off parochial UK GDP data

  
  Global Investing — Authority: 128
  Britain’s FTSE 100 seems to be almost impervious to any bad data that can be thrown at it. GDP data shocked the market showing the UK unexpectedly contracted in the third quarter. Sterling tumbled more than a cent against the greenbackand gilts jumped while the FTSEurofirst 300 pan-European equity index trimmed ...
  2 weeks ago

• Global FTSE 100 shrugs off parochial UK GDP data

  
  UK News — Authority: 533
  Britains FTSE 100 seems to be almost impervious to any bad data that can be thrown at it. GDP data shocked the market showing the UK unexpectedly contracted in the third quarter. Sterling tumbled more than a cent against the greenbackand gilts jumped while the FTSEurofirst 300 pan-European equity index trimmed ...
  2 weeks ago

• Copenhagen 2009 and Equity Markets

  
  Perspectives — Authority: 463
  We don’t know if the furor over climate, economic and sovereignty issues coming to a head over the impending December Copenhagen climate treaty is correct, incorrect, exaggerated or spot-on. Obama on Cost Impact of Climate Policies (March 18, 2009): Warren Buffer on Cost Impact of Climate Policies (March 9, ...
  3 weeks ago

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