Posted by & filed under Financial analysis.

Description:  Most investors own some mix of stocks, mutual funds and exchange traded funds. In building an equity asset allocation for their portfolio, without knowing it, or simply accepting it, they are taking about 100% of the risk of the equity markets. There is however a safer option for building the equity portion of your portfolio over time versus buying investments at market prices.


Date: 12/13/2011


Questions for discussion:

  • Summarize the key points presented in the report.
  • What is your opinion of this thinking?

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