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Asset Allocation: History

 
Portfolio Management
Last Post by BOB_P 6 years ago
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Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 710
Topic starter July 13, 2020 3:43 AM  

I was thinking back to the early days of the ITA blog and recalling how portfolios were set up using William Bernstein's Asset Allocation model. Here is a link showing what I am talking about.

Lowell



   
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 BOB_P
(@bob_p)
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Joined: 11 years ago
Posts: 8
July 29, 2020 7:04 AM  

Lowell,

I remember those days well. Now a days I still pay attention to the AA % in my portfolios and believe it is important. 

I do use Kiplinger SSs for my portfolios, and I still use a modification of the old ITA spreadsheet to monitor total results and keep an eye on AA. 



   
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