Tag Archives: diversification

IVY Portfolio Summary,1973 to 2013: returns & risk

Posted on May 11, 2014 by J.Wenger

Originally posted on Investing For A Living:
Last July, I posted summary statistics for various IVY style investment portfolios alongside some of the more traditional recommended investment portfolios like the 60/40 stock/bond portfolio. See that post here. Now that 2013…

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Protecting Your Portfolio Long Term

Posted on December 30, 2013 by J.Wenger

OppenheimerFunds’ CIO Asset Allocation Mark Hamilton details how investors need to realign their portfolios to improve their chances of long-term success. Published on Nov 21, 2013 on Youtube

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Why Low-Beta Strategies are Worth Another Look (via Portfolio Investing Blog: Portfolioist)

Posted on September 2, 2011 by J.Wenger

Just last month Geoff Considine wrote an article about why investors may want to explore low beta strategies in a  highly volatile market.  Here at the Portfolioist, we thought we’d re-post the article in reponse to this week’s  wild ride … Continue reading →

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Best Asset Classes – July 2011 Edition

Posted on August 1, 2011 by J.Wenger

Source: July Recap… Fixed Income and Real Assets RollEconomPichttp://econompicdata.blogspot.com/2011/08/july-recap-fixed-income-and-real-assets.html

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