My portfolio gained 0.64% in September. This pales in comparison to the 1.75% achieved by the benchmark funds. The reason for this under-performance is due to my higher allocation to international equities, which takes up approximately half of my equity allocation.
As we can see from the graph below, the U.S. markets outperformed international markets this [...]
In an earlier post, we saw that as of June 2005, David Swensen has 17% of Yale’s endowment fund allocated to “Private Equity”.
What are private equity invesments? According to Wikipedia,
Private equity refers to securities in companies that are not listed on a public stock exchange; while technically the opposite of public equity they are broadly [...]
Many of the fund ratings (aka ‘STARS’) are awarded to funds based on their past three- or five-year performance. Is it a good idea to select funds based solely on their past-performance? The following is an edited version of Talyor’s post in the Diehards forum (53457) on this issue.
Selecting funds solely on the bases of [...]
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