How Have Asset Allocation Funds Done?
We are open to investing in many great asset allocation funds as long as they can deliver good returns with reasonable cost. Investing in these funds can also diversify our portfolio holdings, further reducing risks. An example of such a portfolio is My Alternative Hedge Fund that was introduced in December 2, 2013: Versatile Multiple Portfolio Construction. Not only it holds some of our Tactical Asset Allocation (TAA) (an all equity tactical and a total return bond fund portfolio), it also holds several mutual funds including a conventional one, a risk parity one, a permanent portfolio and a conventional conservative fund.
In May 5, 2014: Asset Allocation Funds Review, we reviewed several prominent funds. Let’s first look at some of these portfolios:
Portfolio Performance Comparison (as of 2/6/2015):
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