October 22, 2012: Income And Conservative Portfolio Review
We review conservative and bond investing portfolios: fixed income investors can still achieve reasonable returns through diversification and active management of various bond segments.
We review conservative and bond investing portfolios: fixed income investors can still achieve reasonable returns through diversification and active management of various bond segments.
Asset allocation is the key factor for portfolio returns and risk. Fund selection should be oriented around the target asset allocation and funds’ correlation with their asset classes.
Strategic allocation portfolios have out performed their tactical counterparts for the last 3 years? Is it the time to ditch the tactical portfolios? Not so fast, we argue.
We released Strategic Asset Allocation – Optimal strategy for basic subscribers. This strategy complements with TAA to form solid core satellite portfolios.
We discussed the tax efficiency of tactical and strategic asset allocation portfolios using our recently released tax performance estimator.