Monthly Archives: December 2011

Defining a Portfolio Benchmark

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

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Domestic Equity as a Core Asset Class

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

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Core Asset Allocations

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

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All aboard

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Commentary expectations

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

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What to do next

Thinking about what to do next and where next should go.

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Hello!

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/

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