also our director of equity-income strategy. He recently sold AT&T (T) and purchased Verizon (VZ) in his model portfolio . We're going to talk about why he made that swap. Josh, thanks for joining me. Josh Peters: Good to be here
bonds; 15% intermediate-term bonds; 7.5% gold; and 7.5% commodities. In this case, Dalio constructed his model portfolio by looking at historical trends, not just the past few months. No matter. As the phrase goes, past performance
DividendInvestor . I am the manager of its model portfolio , as well as the founding editor ..... ve actually received. Our model portfolio is built with real money that ..... yield. With our strategy, our model portfolio , we're looking for 4%. We
TOKYO, March 20 (Reuters) - Three Japanese public pension funds, with a combined $250 billion in assets, joined the mammoth Government Pension Investment Fund in a model portfolio expected to shift billions of dollars out of bonds into shares.
could also look at this as maybe a separate benchmark portfolio for performance purposes as well--how did this model portfolio perform versus the portfolio that you have? Benz: I think that's a perfectly reasonable way to use the portfolios
127 trillion in assets, detailed much-awaited plans to change its asset allocation (see Figure 3). Their new model portfolio will have a much smaller than expected share of domestic bonds (35%) and a much larger than expected share of foreign equities
about 5 years ago, and I've been investing about one-third of my 401k into them. I've also been tracking a model portfolio of index funds, with allocations similar to my mix of managed funds, to keep myself honest for years. This experience
2000 Value Index, small cap value VEA FTSE Developed Markets, international developed mkt stocks in Merriman's model portfolio and wondering if these are the best choices in their categories. Thanks for sharing.
get away with as few as three or four individual holdings. You might not have all of the nuances that I have in my model portfolio ; so, you might be missing out on, say, inflation-protected bonds, or emerging markets or aggressive bond types
inflation hedges, so we added to our positions in those holdings. (Note that the two inflation-fighting funds in our model portfolio , Harbor Real Return and Harbor Commodity Real Return, weren't around in 2000, so we used PIMCO Real Return and