Global Portfolio
Oct
08
2013
The Asset Mix - October 2013
Core, Global, and Asset Allocation Portfolio overviews.
Oct
08
2013
Playing The Bounce - With A Twist
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
Core, Global, and Asset Allocation Portfolio overviews.
Aug
06
2013
The Asset Mix - August 2013
Core, Global, and Asset Allocation Portfolio overviews.
May
01
2013
Disentangling Industry & Country Effects In A Global Equity Portfolio
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.