INDEX
A
- Alpha
- Asset allocations
- strategic
- tactical
- Asset rotation
- advanced
- 1990s
- 2000s
- 2010–2012
- competing with the most successful
- conclusions
- superior portfolio, creating
- integrating into overall approach
- adopting asset rotation as diversifier
- asset rotation as core approach
- conclusions
- core/satellite approach
- supplementing equities or fixed income
- introduction to
- 1929–2012
- 1940s
- 1950s
- 1960s
- 1970s
- 1980s
- 1990s
- 2000s
- average annual returns by decade
- conclusions
- Great Depression
- time-tested approach
- portfolio, building
- conclusions
- decision making
- eligible flight to safety/fixed-income assets
- eligible risk assets
- investment selection, criteria for
- required due diligence
- scoring system, creating
- advanced
B
- Baby Boomers
- Barclays U.S. Treasury 20+ Year TR Index
- Berkowitz, Bruce
- Beta
- low vs. market, performance of
- during Great Recession
- low vs. market, performance of
- Bogle, Jack
- Bonds
- bear market in (1942–1981)
- inflation rates during
- bull market in (1982–2012)
- losing money in
- bear market in (1942–1981)
- Buffett, Warren
- “Buy GM” (Racanelli)
C
- CGM Focus Fund (CGMFX)
- Columbus, Christopher
- Consumer Price Index
- Copernicus, Nicolaus
- Correlation
- Coupon
- Credit Suisse Hedge Fund Index
D
- Daily S&P 500 Bear 3x’s Shares ETF (SPXS)
- Daily S&P 500 Bull 3x’s Shares ETF (SPXL)
- Demographic challenges, U.S.
- Dent, Harry
- Descartes, René
- Direxion
- Do-it-yourself approach
- Down capture
- “Duration: What an Interest Rate Hike Could Do to Your Bond Portfolio” (FINRA)
- Due diligence, required
E
- Economic landscape
- conclusions
- current
- historical ...
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