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You are here: Home / Archives for Asset Allocation

Tentative Asset Allocation Model

March 30, 2024 By Lowell Herr

Asset Allocation is a popular investing model when it comes to constructing a portfolio.  What asset classes to include and what percentage of each asset is open for debate and discussion.  In the follow example, titled ITA-AA, I’ve selected ten asset classes that come from two sources, Mebane Faber and David Swensen.  As readers can […]

Filed Under: Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation

Asset Classes: How Many Should I Own?

January 23, 2014 By Lowell Herr

With much recent attention given to answering the money managers most perplexing question, what percent of the portfolio should be invested in each asset class, the whole idea of how many asset classes to include in a portfolio has been neglected.  William Bernstein answers the question this way.  “You might as well ask the meaning […]

Filed Under: Portfolio Construction Tagged With: Asset Allocation, Portfolio Construction

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