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    • Sat Aug 16th 19:06 PM
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      Rating: 0 0
      Commented on:
      A Lazy ETF Portfolio Underweighting the U.S.
      You can do a lot worse than following a brilliant mind like el-Erian's. I decided to make a similar examination, comparing also the Harvard 07 and Yale Models. Although your case el-Erian investment-substitutes may be correct, I used:

      El-E 08 Symbol
      15.0% VTI
      15.0% VEU
      12.0% VWO
      9.0% BWX
      5.0% BND
      5.0% TIP
      11.0% VNQ
      11.0% DBC
      7.0% PSP
      10.0% CASH

      100.0%

      I was happy to see that my own portfolio strategy & investment selections vastly outperformed this ETF Model, but I wouldnt presume that the El-Erian's managers deliver the same performance.

      Good luck with this!
      View article »
    • Mon Jun 30th 14:36 PM
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      Rating: 0 0
      Commented on:
      Morningstar: ETFs Will Never Replace Mutuals
      Brilliant assessment, Murray.

      I believe that many advisors still harbor fears, wondering if ETFs are a gimmick or threat. Is advisor money moving into commodities & narrow sectors in a big way? No, these professionals and their clients are only just awakening. Older advisors are still wary of commodities, after a 20 year bear market. Those already invested are vanguardist, ahead of the learning curve. MStar is not.

      Remember always, the great pool of retirement money is CONSERVATIVE. Anticipate fund companies fearmongering against the competition in subtle ways, too. Their long term lifecycle products (75/25) are down -14.4% YTD (on avg), but the 401k suckers will stay married to lackluster & losing investments for only so long.

      It's business as usual... until its not LOL.
      View article »