investors who are saving for the primary goal of college funding. Vanguard approaches the construction of 529 portfolios with an eye to a number of investment best practices-the principles of asset allocation, diversification, transparency, and maintaining a balance among risk, return, and cost. This

Portfolio managers, treasurers and risk professionals with Bloomberg terminals have a resource in the form of a weekly risk e-newsletter launched in June 2011. Titled Bloomberg Brief Risk, this publication combines original news, data and commentary on topics such as hedging, portfolio allocation and funding strategies. Bloomberg

Snapshot of Root of Good’s Diversification and Asset Allocation November 17, 2013 justinrog financial independence , Investing , Personal Finance I have been a little lazy on the investment front during my three months in early retirement.

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While I expect the portfolios to perform well over time, the key goal of all of my model portfolios is to depict sound asset-allocation and portfolio-management principles.

Adopted: November 23, 2009 page 1 chapman UNIVERSITY . PROPOSED STATEMENT OF INVESTMENT POLICIES AND OBJECTIVES . ENDOWMENT FUNDS _____ INTRODUCTION . This Statement of Investment Policies and Objectivesis issued by the Board of Trustees of Chapman. PORTFOLIO ASSET ALLOCATION POLICY .

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because asset allocation is the major determinant of risk and return for a given portfolio.1 Over time, however, as a portfolio’s investments produce different returns, the portfolio will likely drift from its target asset allocation, acquiring risk-and-return characteristics that may be inconsistent with an investor’s goals and preferences.

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An allocation cannot be optimal if the investor is not comfortable committing to it in both good markets and bad ones. As a point of reference, our 70% stock portfolio would have lost 46% from Nov. 2007 to Mar. 2009, and been in the red until 2011.

My goal was to gather several investment portfolios from “experts” in an effort to give you a better understanding of what a portfolio looks like. It’s important to note that each portfolio mentioned offers varying levels of diversification and, as a result, carries different levels of risk and reward.

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