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Harold Evensky speaks with us about how he as fine tuned his asset allocation over the last year, and what he has done - and not done - to hedge against the dual risks of recession and inflation. He also reveals what he believes will be the single most important planning vehicle for the next decade.
Direxion funds has teamed with Wilshire to offer funds incorporating alternative investment strategies. We welcome Direxion as an advertiser.
In response to an article in this week's Barrons, we offer our thoughts on the question of whether funds that own collectibles - fine art, wine, etc. - belong in an investment or retirement portfolio.
Returns from the iShares EFA fund are dissected into the contribution from currencies and companies. Over the last three years, currencies have played an increasingly larger role, hindering the performance of funds that have hedged their exposure.
Ken Kam of Marketocracy responds to two letters to the Editor from last week, addressing the question of the appropriate benchmark for measuring the performance of his fund and the larger issue of whether skillful managers can be identified in advance.
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