THEPorTfolio
Great salsa is about make the best, you combine diverse ingredients to achieve the desired mix of spicy and sweet. Similarly, invest-ment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfo-lio because it behaves differently. Most portfolios, however, are not sufficiently diversified. Stocks, bonds and cash won t get the job done. Welcome to my new portfolio , which I call the 7 of 7Twelve denotes the number of asset classes in the portfolio , while Twelve represents the number of underlying funds.
portfolio, which I call the 7Twelve. The “7” of 7Twelve denotes the number of asset classes in the portfolio, ... The Fidelity Global Balanced fund, a world alloca-tion fund with $380 million in assets, turned $10,000 into $24,447, while the $1.5 billion T. Rowe Price Personal Strategy Balanced …
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