Monthly Archives: December 2011
While we began to look at core assets that form a diversified or balanced portfolio — I want to backup for a moment and discuss the concept of returns and how to base goals on those returns and associated risk. … Continue reading
Core Asset Class Review Based on David Swensen’s core asset discussion in his book Unconventional Success, Domestic Equity represents the largest percentage at 30% for equity-oriented, long-term investors. The following graph is the cumulative return of the MSCI US Broad … Continue reading
Today I am starting a review of David Swensen’s Unconventional Success and his discussion of core assets for an investor’s portfolio and how one would construct such a portfolio. The portfolio consists of 6 core assets as follows: Domestic Equity … Continue reading
Over the next several weeks, I plan to evolve this posting capability to discuss my thoughts on the market as it pertains to our outlook and expectations. Furthermore, I hope to expand our viewpoints and how David and I approach … Continue reading
Thinking about what to do next and where next should go.
With the focus on Europe and Greece, headline risk has created additional volatility in my opinion in the global equity markets Image courtesy of archer10 http://www.flickr.com/photos/archer10/