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Re: Achieving a good mix
Old 03-14-2006, 12:48 PM   #21
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Re: Achieving a good mix

Quote:
Originally Posted by brewer12345
So i have a dollop of SCV and commodities in my portfolio, but it would be a fool's game to hold only those asset classes.
Then we agree.

Beavers make cheese?

IMO, the trivial point was going down the well of the composition of a single funds assets, when the topic of discussion was finding uncorrelated asset classes and investing in them. The point I was trying to make, apparently by a roundabout manner, was that what is historically some of the best ones to own from a correlation and return perspective should scare the living pants off of most people, and probably wont be the best options going forward...but maybe they will.

Look to this thread for more on-topic discussion. Swedroe and Ferri, among others (unfortunately ***** as well) discuss books and the topic...
http://socialize.morningstar.com/New...minReplySeq=21

Note that I am not endorsing or agreeing with anything said in the thread. I may never endorse, agree with or offer any statements of any kind not involving beavers, prairie dogs and/or boobs ever again :
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Re: Achieving a good mix
Old 03-14-2006, 12:59 PM   #22
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Re: Achieving a good mix

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Originally Posted by Cute 'n Fuzzy Bunny

Beavers make cheese?

IMO, the trivial point was going down the well of the composition of a single funds assets, when the topic of discussion was finding uncorrelated asset classes and investing in them.*
They do if you try hard enough to get the milk.


Don't blame me for the diversion; you were the one making the comment about the composition of a certain fund in the first place.
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Re: Achieving a good mix
Old 03-14-2006, 01:09 PM   #23
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Re: Achieving a good mix

Whatever you say Chief.
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Re: Achieving a good mix
Old 03-14-2006, 01:12 PM   #24
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Re: Achieving a good mix

I just passed up making a naughty comment so will post an on-topic question: *Know any good optomizers on the web appropriate for a retree that are free or cheap? *

I want to enter the funds I currently have to see what I have (x-ray) then funds that I would consider.
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Re: Achieving a good mix
Old 03-14-2006, 01:14 PM   #25
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Re: Achieving a good mix

In about 20yrs, I'll post the correlation data for my port... Until then, it's a SWAG if it's actually non-correlated or not...
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Re: Achieving a good mix
Old 03-14-2006, 01:15 PM   #26
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Re: Achieving a good mix

Quote:
Originally Posted by Brat
I just passed up making a naughty comment so will post an on-topic question: *Know any good optomizers on the web appropriate for a retree that are free or cheap? *

I want to enter the funds I currently have to see what I have (x-ray) then funds that I would consider.
You trying to tell what you have (like morningstar x-ray), or what a black box thinks you should add?
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Re: Achieving a good mix
Old 03-14-2006, 01:17 PM   #27
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Re: Achieving a good mix

No Morningstar x-ray, am just using Fidelity's free analysis.
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