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[Sticky] William J. Bernstein Portfolios

 
Portfolio Construction
Last Post by Lowell Herr 3 years ago
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 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 687
Topic starter December 2, 2020 8:45 AM  

Are you interested in portfolio construction?  If so, go to Links in the right-hand sidebar and look for the sub-heading titled, Investing Information.  At the bottom of the list is the William Bernstein Portfolios link.  Check it out.  

There are a variety of portfolio examples based on the risk one is willing to accept.  The names of a few of the  portfolios are linked to names Bernstein uses in several  investing books.

Bernstein happens to be my favorite investment writer and he now lives in Portland.  I've never met him.

Lowell



   
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Bernstein portfolios William Bernstein
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 Lowell Herr
(@lowell)
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Joined: 12 years ago
Posts: 687
Topic starter November 22, 2022 11:30 AM  

"If You Can" by William Bernstein.

Check out this basic portfolio model.

https://www.etf.com/docs/IfYouCan.pdf

In December I will be reviewing portfolios that are not outperforming the Schrodinger.  I don't plan to stick with under-performing models.

Lowell



   
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