Global Asset Allocation: A Survey of the World’s Top Asset

Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies

With all of our focus on assets - and how much and when to allocate them - are we missing the bigger picture?

Our book begins by reviewing the historical performance record of popular assets like stocks, bonds, and cash. We look at the impact inflation has on our money. We then start to examine how diversification through combining assets, in this case a simple stock and bond mix, works to mitigate the extreme drawdowns of risky asset classes.

But we go beyond a limited stock/bond portfolio to consider a more global allocation that also takes into account real assets. We track 13 assets and their returns since 1973, with particular attention to a number of well-known portfolios, like Ray Dalioâ€™s All Weather portfolio, the Endowment portfolio, Warren Buffettâ€™s suggestion, and others. And what we find is that, with a few notable exceptions, many of the allocations have similar exposures.

And yet, while we are all busy paying close attention to our portfolioâ€™s particular allocation of assets, the greatest impact on our portfolios may be something we fail to notice altogether...
Country USA
Manufacturer The Idea Farm
Binding Kindle Edition
ReleaseDate 2015-03-02
Format Kindle eBook

Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies