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Asset Rotation: The Demise of Modern Portfolio Theory and the Birth of an Investment Renaissance

July 2014

Intermediate to advanced

240 pages

5h 42m

English

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The Individual InvestorThe Individual InvestorOckham’s RazorOur Current Economic LandscapeThe Bottom Line
A Primer on Modern Portfolio TheoryThe Treasury RunLosing Money in BondsThe Bottom Line
The Persistence of Manager PerformanceThe Bottom Line
The Cost of InvestingIdentifying RiskAssessing the Investment EnvironmentThe Bottom Line
The ETF: What Is It?A Brief HistoryThe Use of ETFs in a PortfolioThe Bottom Line
A Time-Tested ApproachThe 2000sThe 1990sThe 1980sThe 1970sThe 1960sThe 1950sThe 1940sThe Great DepressionFrom the Great Depression to TodayThe Bottom Line
Building a Better MousetrapThe 1990sThe 2000sFrom 2010 to23 Years: 1999–2012Going Toe to Toe with the BestThe Bottom Line

Choose Your Own AdventureAdditional Factors to Consider: Eligible Risk AssetsAdditional Factors to Consider: Eligible Flight to Safety/Fixed-Income AssetsAdditional Factors to Consider: Criteria for Investment SelectionCreating a Scoring SystemRequired Due DiligenceThe Bottom Line
Benchmarking SuccessThe Four SeasonsWhen Equity Markets RiseWhen Equity Markets FallWhen Equity Markets Move SidewaysWhen Equity Markets Move Sideways with VolatilityThe Bottom Line
Citius, Altius, FortiusAsset Rotation as a Core ApproachBaby StepsSupplementing Either Equities or Fixed IncomeAdopting a Core/Satellite ApproachThe Bottom Line
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Alex Shahidi, Bill Lee

Thomas Schneeweis, Garry B. Crowder, Hossein Kazemi

Alexander Elder

Daniel Peris

ISBN: 9781118779200Purchase book