In addition to the question of how many stocks they should own, another similar question many investors ask is how many funds or asset classes they should own. In a…
Category: asset allocation
Berkowitz: "Great Environment" for Stock-Pickers
Top fund manager Bruce Berkowitz, whose Fairholme Fund has earned about 12% per annum over its 10-year history while the S&P 500 has lost about 3% annualized, says that this…
M.I.T. Hedge Fund Guru Shares His Secrets
In an interview with WealthTrack’s Consuelo Mack, hedge fund manager, author, and M.I.T. professor Andrew Lo says that the financial crisis has shown that a new type of diversification is…
Are Stocks & Real Estate the Places to Be?
Known as the dean of contrarian investing, David Dreman is staying true to his against-the-tide approach, telling CNBC that he thinks stocks and real estate — two of the areas…
Six Reasons Top Wells Strategist Likes This Market
In his latest newsletter, James Paulsen, chief investment strategist for Wells Capital Management, says he believes “the economy and the financial markets have finally turned a corner and are probably…
Why Jeremy Grantham Is Bored with this Market
Just a few months after he said that equities were undervalued for the first time in two decades, Jeremy Grantham now says the broader market is again overvalued — though…
For Once, Rogers Isn't Shorting
Commodity guru Jim Rogers thinks America is becoming a socialist nation and isn’t happy with Federal Reserve Chairman Ben Bernanke, but he’s also not sounding too bearish on the market.…
Shorting Now Too Risky for Some Top Hedge Fund Managers
Some big-name hedge fund managers who made out shorting stocks last year now see major short positions as too risky, and are tilting their portfolios mostly — or completely —…
Rodriguez on What to Do Now -- and The Next Crisis
In a recent interview with WealthTrack’s Consuelo Mack, First Pacific Advisors’ Bob Rodriguez talks about his current market outlook and strategy, why he thinks the government is fundamentally broken, and…
Top Timing Newsletter Cashes Out
MarketWatch.com’s Mark Hulbert reports that Dan Sullivan, whose newsletter The Chartist has been the most successful that Hulbert Financial Digest has tracked over the past three decades, has moved all…