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Category: asset allocation

7 years ago
Jack Bogle’s Personal Portfolio is “Simple,” Consists Entirely of U.S. Stocks and Bonds

Jack Bogle, founder of Vanguard Group, has maintained a very simple personal investment strategy for many years: 60% U.S. stocks, 40% U.S. bonds. Now age 84, he has recently shifted…

8 years ago
El-Erian: Expect Major Volatility – and Big Opportunities

Mohamed El-Erian, says to expect major volatility in the coming months — volatility that will create some great opportunities. “We have a bumpy road ahead of us, but I keep…

8 years ago
Doubleline's Baha: Don't Think Short Duration Bonds Are A Rate-Hike Panacea

Conventional wisdom seems to be that the best way to deal with looming interest rate hikes is by buying only short duration bonds, or dumping bonds altogether. But in a…

8 years ago
Doubleline's Baha: Don't Think Short Duration Bonds Are A Rate-Hike Panacea

Conventional wisdom seems to be that the best way to deal with looming interest rate hikes is by buying only short duration bonds, or dumping bonds altogether. But in a…

8 years ago
El-Erian: "Classic Overshoot" In EMs Will Hurt Now, Create Opportunities Later

Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over…

8 years ago
El-Erian: "Classic Overshoot" In EMs Will Hurt Now, Create Opportunities Later

Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over…

8 years ago
Faber Says We're In A "Stealth Bear"

While stocks are up slightly this year, Marc Faber of the Gloom, Boom & Doom Report says that a “stealth bear market” has been going on under the surface. (more…)

8 years ago
Faber Says We're In A "Stealth Bear"

While stocks are up slightly this year, Marc Faber of the Gloom, Boom & Doom Report says that a “stealth bear market” has been going on under the surface. (more…)

8 years ago
Paulsen: Watch For Commodities To Surprise -- If This Happens

Wells Capital’s James Paulsen says a commodities rebound will depend on what the dollar does, and he thinks the dollar has been in “peaking mode” since March. (more…)

8 years ago
Romick Sees Some Value In Big Tech, Russia, and Little Else

Top value fund manager Stephen Romick continues to be wary of the current stock market environment, and has a big chunk of his portfolio in cash. (more…)

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