Balanced Asset Allocation: How to Profit in Any Economic Climate.pdf
Presenting an optimized, balance asset allocation approach to investment portfolios Managing an investment portfolio can be rewarding and profitable, but those without experience in various economic climates can make key mistakes that can expose them to undue risk. Merrill Lynch investment consultant Alex Shahidi puts his 13 years of experience to work in this resource that helps investors maximize returns while minimizing risk with a balanced asset allocation portfolio. With Balanced Asset Allocation: How to Profit in Any Economic Climate , Shahidi shows the individual investor how to reduce risk and capably adjust to changing macroeconomic conditions.In the investment world, "conventional wisdom" is a concept that can get individual investors into trouble. Author Alex Shahidi introduces the notion of the "e-Balanced" portfolio to the investor trying to combine greater stability, increased returns, and adequate downside risk mitigation within the context of a truly well-balanced portfolio. Provides concepts and approaches developed by a top-ranked investment consultant Proposes successful hedge fund approaches used by the author to generate profits Introduces the concept of the "e-Balanced" portfolio to minimize exposure to stock fluctuations Contains information to deftly navigate volatile markets using proven macroeconomic principles For those who want to manage their personal investment portfolio but need an asset allocation primer, Balanced Asset Allocation: How to Profit in Any Economic Climate provides an in-depth treatment of the topic that can be put to use immediately.
Acknowledgments About the Author Introduction Chapter One -- The Economic Machine: Why Being Balanced is So Important Today Chapter Two -- Your Portfolio is NOT Well-Balanced Chapter Three -- The Fundamental Drivers of Asset Class Returns Chapter Four -- Viewing Stocks through a Balanced Portfolio Lens Chapter Five -- The High Value of Low Yielding Treasuries within the Balanced Portfolio Framework Chapter Six -- Why TIPS are Critical to Maintaining Balance (Despite its Low Yield) Chapter Seven -- Owning Commodities in a Balanced Portfolio Chapter Eight -- Even More Balance: Introduction to Other Asset Classes Chapter Nine -- How to Build a Balanced Portfolio: Conceptual Framework Chapter Ten -- How to Build a Balanced Portfolio: Step-By-Step Process Chapter Eleven -- The Balanced Portfolio: Historical Returns Chapter Twelve -- Implementation Strategies: Putting Theory into Practice Chapter Thirteen -- Conclusion Index