By Efficient Alpha:
By Joseph Hogue, CFA
Part one of the series looked at the core portion of the portfolio, U.S. Sector Investments, as a way to diversify risks and add stability to the overall portfolio. The article also described investments in Master Limited Partnerships and Real Estate as an income generator while allowing the individual investor to participate in asset classes normally requiring large cash investments and more intensive management.
The goal of the series is to describe a long-term strategy that includes diversification in asset types and economic drivers while providing for growth and income suitable to the investor's time horizon and risk tolerance.
While individual investors need to assess their own needs in terms of risk and return requirements, there is some overlap in portfolio construction. The investments and percentage allocations below will not be suitable for all investors but can be used as a start to constructing your own
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