Archive for May, 2006

Are you overinvested in emerging markets?

Monday, May 22nd, 2006

Emerging markets retreated with a vengence in recent weeks, much to the dismay of many new emerging market investors:
NEW YORK, May 22 (Reuters) - Major Latin American stock, bond and currencies plummeted on Monday, and stocks were on their way to post their biggest one-day drops in two years, as investors stampeded out of emerging […]

Posted in Investing | 5 Comments »

Easy allocator

Wednesday, May 3rd, 2006

Easy Allocator is an interesting tool created by Diehard Nick (yobria) for performing asset allocation planning. It includes the following asset classes: commodities, foreign bonds, REIT, overweight value/small, micro-cap stock, equal weight Europe/Pacific/Emerging markets, equal weight Pacific rim and foreign small-cap. The popular portfolios like the Coffeehouse, Bernstein-4 and the Couch Potato are included as […]

Posted in Investing, Strategies | 9 Comments »

Portfolio return for April 2006

Wednesday, May 3rd, 2006

April 2006 has been another good month. My portfolio of 70% equity / 30% fixed income returned 1.92%. Overall, the portfolio YTD return is 8.81%. What’s particularly strong this month included EAFE large-cap, EAFE small-cap, emerging markets and precious metals / resources equity.

Posted in Investing, My Portfolio | 6 Comments »