Synopses & Reviews
Presenting an optimized, balance asset allocation approach to investment portfoliosManaging an investment portfolio can be rewarding and profitable, but those without experience in various economic climates can make key mistakes that can expose them to undue risk. Merrill Lynch investment consultant Alex Shahidi puts his 13 years of experience to work in this resource that helps investors maximize returns while minimizing risk with a balanced asset allocation portfolio. With Balanced Asset Allocation: How to Profit in Any Economic Climate, Shahidi shows the individual investor how to reduce risk and capably adjust to changing macroeconomic conditions.In the investment world, "conventional wisdom" is a concept that can get individual investors into trouble. Author Alex Shahidi introduces the notion of the "e-Balanced" portfolio to the investor trying to combine greater stability, increased returns, and adequate downside risk mitigation within the context of a truly well-balanced portfolio.
- Provides concepts and approaches developed by a top-ranked investment consultant
- Proposes successful hedge fund approaches used by the author to generate profits
- Introduces the concept of the "e-Balanced" portfolio to minimize exposure to stock fluctuations
- Contains information to deftly navigate volatile markets using proven macroeconomic principles
For those who want to manage their personal investment portfolio but need an asset allocation primer, Balanced Asset Allocation: How to Profit in Any Economic Climate provides an in-depth treatment of the topic that can be put to use immediately.
Synopsis
Conventional wisdom and the vast majority of investment books have led investors into making perhaps the biggest mistake in investing today. The asset allocation of the majority of portfolios is highly imbalanced and dangerously positioned for the current investment climate. The core concepts that Shahidi will describe were pioneered over 20 years ago by Bridgewater Associates, the largest and most successful hedge fund in history. Through my deep partnership with Bridgewater, Shahidi developed an appreciation of these concepts which have enabled me to successfully navigate turbulent markets for the $13 billion in client assets he manages. Rather than overweighting equities in an effort to realize attractive results, investors will understand that similar returns can be earned with a fraction of the allocation to stocks. Most importantly, the return stream of a well-balanced portfolio, termed “e-Balanced” in the book (for a portfolio that is balanced by economic environment), is likely to offer greater stability, consistency and downside protection than the traditional asset allocation. Similar returns with far less risk can be achieved with greater simplicity and reliability. |
Synopsis
The conventional portfolio is prone to frequent and potentially devastating losses because it is NOT balanced to different economic outcomes. In contrast, a truly balanced portfolio can help investors reduce risk and more reliably achieve their objectives. This simple fact would surprise most investors, from beginners to professionals. Investment consultant Alex Shahidi puts his 15 years of experience advising the most sophisticated investors in the world and managing multi-billion dollar portfolios to work in this important resource for investors. You will better understand why nearly every portfolio is poorly balanced and how to view the crucial asset allocation decision from a deeper, more thoughtful perspective. The concepts presented are simple, intuitive and easy to implement for every investor. Author Alex Shahidi will walk you through the logic behind the balanced portfolio framework and provide step-by-step instructions on how to build a truly balanced portfolio. No book has ever been written that discusses asset allocation in this light.
- Provides insights from a top-ranked investment consultant using strategies from the industry's brightest minds
- Proposes a balanced asset allocation that can achieve stable returns through various economic climates
- Introduces sophisticated concepts in very simple terms
For those who want to better manage their investment portfolio and seek a more advanced approach to building a balanced portfolio, Balanced Asset Allocation: How to Profit in Any Economic Climate provides an in-depth treatment of the topic that can be put to use immediately.