For the first time since 2009, it looks as though foreign stocks will beat the S&P500. The MSCI ACWI Index ex US is up 23.42% through November compared with the S&P 500 Index at 20.49. It is a good time to reexamine international investing and it’s place in your portfolio. Let me start with […] Read the full article…
Today I want to explore a very interesting post written by Philosophical Economics found here. In the post, the author shows that there is a strong relationship between US investor equity allocation and future 10 year returns. In fact, he shows that past equity allocation explains greater than 90% of stock market returns. Using R […] Read the full article…
Our model portfolio process includes periodic review and short term tactical allocation decisions based on market conditions. In this article, I will focus on my current thinking regarding model portfolio bond allocation. In particular, the primary questions relate to interest rate risk with respect to the anticipated interest rate hikes. […] Read the full article…
Intel recently announced that it will ‘close’ the Pimco Total Return Institutional Class (Pimco Fund) as an investment choice in plans ‘core’ offering. If you participate in Intel’s 401k plan and have shares in the Pimco Fund, you should have received notice from Intel regarding your options. In this article, I will drill down into […] Read the full article…