All posts tagged "asset allocation"

  • Mutual Fund Cash
    Several Top Performing Funds Clinging to Cash

    Blog author "jcoumarianos" at Institutional Imperative reports that a number a highly performing mutual funds have a built up substantial cash hoards.

    • Posted August 8, 2013
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  • margin debt to gdp and subsequent s&p 500 returns
    Investing Links of Interest – June 10, 2013

    Pragmatic Capitalism reports that AAII investor allocation survey indicates small investors have their allocation tilted towards stocks at the highest ratio since September 2007. Excerpt: Equity allocations nearly hit an six-year high last month, according to the...

    • Posted June 10, 2013
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  • Ben Inker - Grantham Mayo van Otterloo
    Interview With Ben Inker, Asset Allocator at GMO

    Weathtrack’s Consuelo Mack began her introduction of Ben Inker by commenting that no one knows how central bank’s experiments with new forms of monetary stimulus will turn out. Mack pointed out that bond funds have had inflows...

    • Posted April 22, 2013
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  • Portfolio rebalancing
    SMA Portfolio Rebalancing Part Two

    As noted in an earlier post the SMA Portfolio required rebalancing. The sale of the entire position in the SPDR Dow Jones International Real Estate (RWX; $42.86) ETF and 40% of the position in Nautilus (NLS; $7.45)...

    • Posted March 27, 2013
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  • Stock Market Advantage Portfolio
    SMA Portfolio Rebalancing Planned

    A review of the Stock Market Advantage portfolio revealed the allocation of assets has shifted from the targeted allocation of 70% fixed income and 30% equities. The SMA portfolio is now approximately 33% equities, 64% fixed income,...

    • Posted March 27, 2013
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  • John Bogle Discloses His Personal Asset Allocation

    Speaking to CNBC’s Mandy Drury yesterday, John Bogle, founder of the Vanguard Group, said the stock market will do “a lot of funny things” over the next 10 years. Over that timeframe investors can expect two stock...

    • Posted March 13, 2013
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