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* Provides insights from a top-ranked investment consultant using strategies from the industry's brightest minds
* Proposes a balanced asset allocation that can achieve stable returns through various economic climates
* Introduces sophisticated concepts in very simple terms
For those who want to better manage their investment portfolio and seek a more advanced approach to building a balanced portfolio, Balanced Asset Allocation: How to Profit in Any Economic Climate provides an in-depth treatment of the topic that can be put to use immediately.
* Provides insights from a top-ranked investment consultant using strategies from the industry's brightest minds
* Proposes a balanced asset allocation that can achieve stable returns through various economic climates
* Introduces sophisticated concepts in very simple terms
For those who want to better manage their investment portfolio and seek a more advanced approach to building a balanced portfolio, Balanced Asset Allocation: How to Profit in Any Economic Climate provides an in-depth treatment of the topic that can be put to use immediately.
ALEX SHAHIDI is a leading investment consultant managing multi-billion dollar portfolios. He focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families, and is responsible for managing over [...] billion in assets. Alex is a Chartered Financial Analyst Charterholder, Certified Investment Management Analyst, and a Certified Financial Planner. Since 2008, he has consistently been recognized as one of the top financial advisors in the country by national publications such as Barron's, Worth, and On Wall Street. His comments about asset allocation have been referenced in the Wall Street Journal, MarketWatch, Money News, and Advisor Perspectives.
Foreword Bill Lee ix
Acknowledgments xi
About the Author xiii
Introduction 1
Chapter 1 The Economic Machine: Why Being Balanced is So Important Today 5
Chapter 2 Your Portfolio is Not Well Balanced 19
Chapter 3 The Fundamental Drivers of Asset Class Returns 29
Chapter 4 Viewing Stocks through a Balanced Portfolio Lens 49
Chapter 5 The High Value of Low-Yielding Treasuries within the Balanced Portfolio Framework 69
Chapter 6 Why TIPS are Critical to Maintaining Balance (Despite Their Low Yield) 89
Chapter 7 Owning Commodities in a Balanced Portfolio 101
Chapter 8 Even More Balance: Introduction to Other Asset Classes 115
Chapter 9 How to Build a Balanced Portfolio: Conceptual Framework 127
Chapter 10 How to Build a Balanced Portfolio: The Step-by-Step Process 143
Chapter 11 The Balanced Portfolio: Historical Returns 155
Chapter 12 Implementation Strategies: Putting Theory into Practice 181
Chapter 13 Conclusion 195
About the Website 197
Index 199
Erscheinungsjahr: | 2014 |
---|---|
Fachbereich: | Betriebswirtschaft |
Genre: | Importe, Wirtschaft |
Rubrik: | Recht & Wirtschaft |
Medium: | Buch |
Inhalt: | 224 S. |
ISBN-13: | 9781118711941 |
ISBN-10: | 1118711947 |
Sprache: | Englisch |
Einband: | Gebunden |
Autor: | Shahidi, Alex |
Hersteller: |
Wiley
John Wiley & Sons |
Verantwortliche Person für die EU: | Wiley-VCH GmbH, Boschstr. 12, D-69469 Weinheim, product-safety@wiley.com |
Maße: | 235 x 157 x 17 mm |
Von/Mit: | Alex Shahidi |
Erscheinungsdatum: | 31.12.2014 |
Gewicht: | 0,484 kg |
ALEX SHAHIDI is a leading investment consultant managing multi-billion dollar portfolios. He focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families, and is responsible for managing over [...] billion in assets. Alex is a Chartered Financial Analyst Charterholder, Certified Investment Management Analyst, and a Certified Financial Planner. Since 2008, he has consistently been recognized as one of the top financial advisors in the country by national publications such as Barron's, Worth, and On Wall Street. His comments about asset allocation have been referenced in the Wall Street Journal, MarketWatch, Money News, and Advisor Perspectives.
Foreword Bill Lee ix
Acknowledgments xi
About the Author xiii
Introduction 1
Chapter 1 The Economic Machine: Why Being Balanced is So Important Today 5
Chapter 2 Your Portfolio is Not Well Balanced 19
Chapter 3 The Fundamental Drivers of Asset Class Returns 29
Chapter 4 Viewing Stocks through a Balanced Portfolio Lens 49
Chapter 5 The High Value of Low-Yielding Treasuries within the Balanced Portfolio Framework 69
Chapter 6 Why TIPS are Critical to Maintaining Balance (Despite Their Low Yield) 89
Chapter 7 Owning Commodities in a Balanced Portfolio 101
Chapter 8 Even More Balance: Introduction to Other Asset Classes 115
Chapter 9 How to Build a Balanced Portfolio: Conceptual Framework 127
Chapter 10 How to Build a Balanced Portfolio: The Step-by-Step Process 143
Chapter 11 The Balanced Portfolio: Historical Returns 155
Chapter 12 Implementation Strategies: Putting Theory into Practice 181
Chapter 13 Conclusion 195
About the Website 197
Index 199
Erscheinungsjahr: | 2014 |
---|---|
Fachbereich: | Betriebswirtschaft |
Genre: | Importe, Wirtschaft |
Rubrik: | Recht & Wirtschaft |
Medium: | Buch |
Inhalt: | 224 S. |
ISBN-13: | 9781118711941 |
ISBN-10: | 1118711947 |
Sprache: | Englisch |
Einband: | Gebunden |
Autor: | Shahidi, Alex |
Hersteller: |
Wiley
John Wiley & Sons |
Verantwortliche Person für die EU: | Wiley-VCH GmbH, Boschstr. 12, D-69469 Weinheim, product-safety@wiley.com |
Maße: | 235 x 157 x 17 mm |
Von/Mit: | Alex Shahidi |
Erscheinungsdatum: | 31.12.2014 |
Gewicht: | 0,484 kg |