The portfolio manager of Yale University's endowment fund, David Swensen, recently published a book called Unconventional Success. This is notable because in it he discusses what individual investors should do to ensure that their investments perform well. His thoughts are worth considering given that the fund he manages has returned 16.1% annually over the past two decades since the endowment became his responsibility. Read the rest of this entry »
“ETF Portfolios” Article ArchiveThere are a lot of sample portfolios out on the web and in books. In this section, I take some portfolios from respected investors and convert them in to what I believe is the equivalent exchange traded fund (ETF) portfolio. This is often tricky as there isn't a one-to-one mapping of mutual funds to ETFs. Back in 1999 when everyone was betting the ranch on tech and dot-com, Bill Schultheis, a former Salomon Smith Barney broker and the author of The Coffeehouse Investor, launched his Coffeehouse Portfolio. Read the rest of this entry » Scott Burns, creator of the Couch Potato Portfolio, has offered up another ETF portfolio for the average investor to consider. This portfolio, dubbed the Margarita Portfolio, has three easy to understand parts. Read the rest of this entry » Ted Aronson heads up AJO Partners based in Philadelphia. They manage about $20 billion. All institutional, tax-exempt retirement funds. No retail/taxable funds like Fidelity and Vanguard. And that's why Ted's portfolio is worth looking at. Read the rest of this entry » Dr. Martin Seligman, a psychologist, and his colleagues focus on studying and ultimately helping build healthy minds. Sounds like a fun job, doesn't it? Their research has shown that happy people live longer, are healthier, have more satisfying family lives, enjoy their work more, and are content with what they have. Read the rest of this entry » Scott Burns is one of America's top financial columnists and nationally syndicated with the Dallas Morning News. Last year he co-authored the best-selling Coming Generational Storm, the definitive work on the impact of the multi-trillion dollar Social Security and Medicare deficits. And Burns also happens to be the creator of the Couch Potato Portfolio. Read the rest of this entry » There's a lot of good investing content out on the web be it in the form of traditional articles or on blogs. Today, I look at two fairly recent commentaries that I've found to be very informative. Read the rest of this entry » |
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