ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan. Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard: Schrodinger’s Strategic Asset Allocation plan is laid out in the following Dashboard. Check the nine asset classes in the upper left-hand corner […]
Questions To Ask Before You Hire A Professional Money Manager
What To Look For When Selecting A Money Manager In The Investment Answer, authors Daniel Goldie and Gordon Murray pose five critical decisions facing investors. Decision #1 is – The Do-It-Yourself Decision. Will you manage your own portfolio or turn it over to a professional money manager? Before you make this decision, be sure to […]
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