Shahidi Balanced Asset Allocation

How to Profit in Any Economic Climate
1. Auflage 2014
ISBN: 978-1-118-71202-3
Verlag: John Wiley & Sons
Format: EPUB
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 224 Seiten, E-Book

Reihe: Wiley Finance Editions

The conventional portfolio is prone to frequent and potentiallydevastating losses because it is NOT balanced to different economicoutcomes. In contrast, a truly balanced portfolio can helpinvestors reduce risk and more reliably achieve their objectives.This simple fact would surprise most investors, from beginners toprofessionals. Investment consultant Alex Shahidi puts his 15 yearsof experience advising the most sophisticated investors in theworld and managing multi-billion dollar portfolios to work in thisimportant resource for investors. You will better understand whynearly every portfolio is poorly balanced and how to view thecrucial asset allocation decision from a deeper, more thoughtfulperspective. The concepts presented are simple, intuitive and easyto implement for every investor. Author Alex Shahidi will walk youthrough the logic behind the balanced portfolio framework andprovide step-by-step instructions on how to build a truly balancedportfolio. No book has ever been written that discusses assetallocation in this light.

* Provides insights from a top-ranked investment consultant usingstrategies from the industry's brightest minds

* Proposes a balanced asset allocation that can achieve stablereturns through various economic climates

* Introduces sophisticated concepts in very simple terms

For those who want to better manage their investment portfolioand seek a more advanced approach to building a balanced portfolio,Balanced Asset Allocation: How to Profit in Any EconomicClimate provides an in-depth treatment of the topic thatcan be put to use immediately.

Autoren/Hrsg.

Shahidi, Alex

Weitere Mitwirkende

Lee, Bill

Inhaltsverzeichnis

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

Über Autor(innen)

ALEX SHAHIDI is a leading investment consultant managingmulti-billion dollar portfolios. He focuses on advising largepension funds, foundations, endowments, and ultra-high-net-worthfamilies, and is responsible for managing over $13 billion inassets. Alex is a Chartered Financial Analyst Charterholder,Certified Investment Management Analyst, and a Certified FinancialPlanner. Since 2008, he has consistently been recognized as one ofthe top financial advisors in the country by national publicationssuch as Barron's, Worth, and On Wall Street.His comments about asset allocation have been referenced in theWall Street Journal, MarketWatch, Money News,and Advisor Perspectives.