Asset Allocation - My Own Advisor

Rethinking this bond allocation should match your age formula

Posted on September 23, 2013 by Mark | 25 Comments

Rethinking this bond allocation should match your age formula David Swensen’s book Unconventional Success mentioned that investors should construct a portfolio with monies allocated to the core asset classes below, keeping a bias towards equities: 30% Domestic Equity (VTI) 15% Foreign…

Why now is probably the wrong time to shift your equities to bonds

Posted on August 27, 2012 by Mark | 23 Comments

Why now is probably the wrong time to shift your equities to bonds I get it. The stock market is nuts. What is an investor to do? Move away from equities to bonds? Not so fast. I think you should avoid…

Where I disagree with David Swensen on Asset Allocation

Posted on January 10, 2012 by Mark | 21 Comments

After watching a David Swensen lecture online some time ago courtesy of blogger Dividend Monk, I got thinking about my own asset allocation in more detail. Some experienced investors might already know that David Swensen is the Chief Investment Officer of the Yale…

You can learn from the Canada Pension Plan

Posted on June 26, 2011 by Mark | 6 Comments

One of the smartest investing teams in the world lost about $1.7-billion in the quarter that ended June 30, 2010. Does that make you feel any better about your investment success? It should. But that bad news is old news. …

My Asset Location, Location, Location

Posted on November 1, 2010 by Mark | 4 Comments

Asset Location, Location, Location Investors hear plenty about asset allocation and asset diversification but in my opinion not so much about asset location. Why is that? Why is asset location often overlooked? I know I used to, but no longer,…