Monday, April 8, 2019

Asset Allocation for the Ordinary Investor

Here is the link. Here is the website to read.


Investment 

  core
  satellite

Part I: Core
Three parts - cash, bonds, equities
We adjust the equities based on the market

Part II: Satellite

a few things in Satellite:
Gold, Property, Commodities, Emerging market, themed, Alternative


Ideal 60% Core, 40% Satellite

Bonds 50%  Equities 15%

Next step: Rebalancing


Actionable Items


I do believe that I understand the idea quickly how to rebalancing. Force us to sell high and buy low.



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