Asset Allocation
LOOK INTO SOME BASIC HEDGING STRATEGIES TO CUSHION YOU FROM MARKET DECLINES
- Market Neutral Funds
- – Vanguard Market Neutral fund, Morningstar Silver Medalist
- Cash & Cash Equivalents including U.S. Treasury Bills
- Gold
- Non-Correlated to Stock Market
- Provide Protection when markets get hit
CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO
CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO
Short term muni fund attributes:
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- Tax free interest
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- Less sensitive to rising interest rates
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- Flexibility to reinvest as rates rise
CONSIDER USING MULTIPLE INVESTMENT APPROACHES
CONSIDER USING MULTIPLE INVESTMENT APPROACHES
Matthew Peron is using combination of active, passive, fundamental and quantitative
OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO
OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO
- Investment grade corporate bonds and Treasury bonds have been non-correlated assets
- Provide a counterweight to stock prices
CONSIDER AN EQUALLY WEIGHTED INDEX ETF
CONSIDER AN EQUALLY WEIGHTED INDEX ETF
- Equal dollar weight to all stocks in S&P 500
- Primary advantage over market-cap weighting is underweighting of potentially expensive mega-cap stocks and overweighting of smaller cap stocks
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