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Global Portfolio

Oct 08 2013

The Asset Mix - October 2013

  • Oct 8, 2013

Core, Global, and Asset Allocation Portfolio overviews.

Oct 08 2013

Playing The Bounce - With A Twist

  • Oct 8, 2013

The historical batting average of this strategy has been decent, with gains in 9 of 18 years along with “excess” returns over the S&P 500 in 10 of 18 years. The best Bounce seasons have occurred when the market was either down for the year through September, or up only modestly.

Sep 09 2013

The Asset Mix - September 2013

  • Sep 9, 2013

Core, Global, and Asset Allocation Portfolio overviews.

Aug 06 2013

The Asset Mix - August 2013

  • Aug 6, 2013

Core, Global, and Asset Allocation Portfolio overviews.

May 01 2013

Disentangling Industry & Country Effects In A Global Equity Portfolio

  • May 1, 2013

Each of these effects has diminished in importance over time, but it’s still worth taking a look. Momentum is best at capturing the Industry effect, while Valuation works best at the Country level.