Ideal Portfolio – Stocks as Percent of Retirement Portfolio by Age For the ideal portfolio, GMO recommends the following stocks as percent of retirement portfolio by age. Source: GMO LLC
What Are the Advantages of a Geographically Diversified Portfolio? A geographically diversified portfolio may minimize drawdowns and the amount earned from compounding may grow faster over time. Picture source: Bridgewater Associates, LP
‘We are entering into the later market cycle,’ says portfolio manager Mike Morey, CIO of Integrity Viking Funds, says why investors should be more risk averse at this point of the cycle. https://www.youtube.com/watch?v=g_vVdwtu6SM
Correlation Between S&P 500 and U.S. Treasuries This chart shows the correlation between stocks and bonds, which could affect a balanced 60/40 portfolio. Picture source: Arbor Research & Trading LLC
2 Secrets to Beating the Market. Great Value Investor Joel Greenblatt Explains For a long-term diversified portfolio, Joel Greenblatt, great value investor and CIO of Gotham Asset management, would stick with the Vanguard Value ETF (VTV) because it underperformed for a long time and is a relative bargain to the S&P 500.
