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Asset Allocation Articles

Investment Performance Analysis Using the Working Capital Asset Allocation Model Summary: Every December, with visions of sugarplums dancing in their heads, investors begin to scrutinize their performance, formulate couldas and shouldas, and determine what to try next year. It's an annual, masochistic, right of passage. My year-end vision is different. I see a bunch of Wall Street fat cats, ROTF and LOL, while investors and their alphabetically correct advisors determine what to change, sell, buy, re-allocate...

Asset Allocation: Investing by the Numbers Summary: Cash is not an investment and, therefore, is not a class of assets within an asset allocation model. Most entities that include cash or money market balances in their portfolio mix are using it as a hedge against market movements in one direction or the other... in the future. This is a market-timing effort that has no place in asset allocation planning or thinking. Asset allocation transcends both short-term market trends and long-term market cycles.

Seven Asset Allocation Lessons Summary: Asset Allocation is an Investment Planning Tool, not an Investment Strategy...few investment professionals understand the distinction, because most think that Investment Planning and Financial Planning are the same thing. An Asset Allocation Formula is a long-range, semi-permanent, planning decision that has absolutely nothing to do with market timing or hedging of any kind. It is designed to produce the combination of Capital Growth and Income that will achieve the long-range personal (pay those bills) goals of the individual.