Fine Tuning Your Asset Allocation
- Topics:
- Commercial Lending
- Tags:
- Asset,
- Asset Allocation,
- Asset Management,
- Business Operations,
- Finance,
- Investment,
- Merriman Capital Management,
- Operational Planning
- Source:
- Merriman Capital Management
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Overview: This paper examines how far should one go in one direction or the other. It states that good approach is that of Worldwide Balanced Portfolio, which splits all investments equally between stocks and bonds, U.S. and international, large and small, and value and growth. This gives investors excellent representation in all the major markets. It is also very easy to understand. No matter what part of the investment world is "hot" at the moment, such a portfolio will take advantage of it.
(Is this item miscategorized? Does it need more tags? Let us know.)
Format: PDF | Date: Jan 2003 | Pages: 1



