Investors looking for a well-diversified and basic portfolio need look no further than the “Swensen Six.” Both HedgeHunter and I’ve written about David Swensen’s simple portfolio before. More references can be found by searching for Swensen on this blog. Here is the “Swensen Six” portfolio in its most basic form where only six ETFs are […]
Eight ETF Portfolio: Early Results
Yesterday I presented the eight (8) ETF portfolio in the Aristotle review. Here are early results as to how that portfolio would have performed from 6/30/2006 through 8/14/2014 or over eight years of data. The portfolio is up over 133% while the VTI index is up over 88%. This model looks promising.
Basic Portfolio and Current ETF Rankings
The following data table includes the latest ETF rankings for 20 basic ETFs and the Buy-Hold-Sell recommendations. GLD is the only ETF under-performing SHY so I would avoid gold as an investment. ETF Rankings: The overall strength of this market is illustrated by the fact that not one of these ETFs is priced below its […]
Portfolio Requirements: Basic Ideas For Construction
Basic portfolio construction requires that long-term goals include diversification, a risk reduction model, and equity orientation. Here is how I outline the thinking process when putting together a portfolio of securities. Think diversification through asset allocation. Each asset class included in the Strategic Asset Allocation (SAA) plan should hold a target percentage that makes it […]
Beginner Advice: Getting Started With Portfolio Construction
Several days* ago a friend wrote and asked about setting up a portfolio where $500 would be deposited every month. What advice would I pass on to such an investor? The first bit of advice is to read all the Beginning Investor and Critical Information posts. These can be found under Categories in the right-hand […]
Asset Classes: How Many Should I Own?
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 […]
Strategic Asset Allocation: A Starting Point For Portfolio Construction
Much is made of the importance of asset allocation here at ITA Wealth Management. Long-time readers are familiar with the general layout of the portfolios and new readers will find more information by doing a search for “Dashboard.” Not all portfolios tracked on this blog use the seventeen asset allocation classes, but we want to […]
Portfolio Construction: The Essential Decisions
William J. Bernstein, in his most recent book, “The Investor’s Manifesto” writes, “Before diving into the most important issue faced by any investor–the asset allocation decision–you will need to understand four things: save as much as you can, make sure you have enough liquid taxable assets for emergencies, diversify widely, and do so with passive […]
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