Balanced Asset Allocation How to Profit in Any Economic Climate

"Portfolios are simply not well balanced. In fact, most portfolios are so inadequately balanced that the risks of underperformance are much greater than investors realize." From the Introduction

Balanced Asset Allocation introduces the core concepts behind constructing a truly balanced portfolio, which is vastly different from the traditional 60 percent stock, 40 percent bond allocation. The emphasis is on understanding what fundamentally drives asset class returns and then building balanced portfolios based on these reliable relationships. The end result is a portfolio that is indifferent to the economic climate, in contrast to the conventional portfolio that is highly dependent on a strong economic outcome. Step by step, Alex Shahidi a leading investment consultant charts an investment strategy that is extremely simple, easy to implement, and gaining traction among the largest, most sophisticated investors in the world. The author also reveals how to avoid the most common investment tactics that expose portfolios to major, unanticipated risks.

Alex Shahidi analyzes the major asset classes through a new balanced portfolio lens. By viewing stocks, bonds, commodities, and other market segments through this fresh perspective, investors will likely reach a different, unconventional conclusion about the role of each asset class. Shahidi defines the specific steps for building a balanced portfolio and clearly demonstrates the benefits by providing long-term historical returns that support the core concepts presented. In addition to the text, the companion website serves as an ongoing resource.

For anyone who wants to manage an investment portfolio and appreciates the importance of maintaining an efficient asset allocation, Balanced Asset Allocation: How to Profit in Any Economic Climate offers an easy-to-approach, timeless examination of the topic that can be put to use immediately.