Adventurous Investing For Grown Ups, The Adventurous Investor

Adventurous Investor

Adventurous Investing For Grown Ups

The Adventurous Investor

Introducing private investors to adventurous investment ideas. What does this mean in practice? I’d identify several core themes: Exchange-traded funds (ETFs) both in the US and the UK. I’ll look both at the theory underlying these very popular funds as well as the constant stream of new launches. I’ll also feature some model portfolios, with a simple mix of ETFs to suit all tastes. Alternative investment ideas. This is a deliberately wide brief but takes in everything from real asset-backed funds (property and infrastructure for instance) through to music and art…and most things in between. I’ll also journey on adventures overseas and look at alternative emerging and frontier countries and markets that should feature in your portfolio. From Russia to Africa and plenty of exciting places in between. For a UK audience I will also continue to regularly analyze and comment on the listed closed-end fund segment and investment trusts. Last but by no means least I’ll try and make sense of the big macro stories that impact investors. I’ll also weave into this my own slightly idiosyncratic views which I’m afraid mark me out as a liberal/ social-democratic inclined centrist Dad (which is I fear sometimes seen as a tag of shame in these radicalized days).

Cross Asset Strategy

<ul><li>In my start-of-the-year note last week, I promised an updated asset allocation outline for investors with a strong equity focus, i.e. investors who are 100% exposed to equities with no diversification into bonds.</li><li>There’s no great magic to this exercise, as there are reference points you can work off.</li><li>Take the table below, which shows the mix of underlying assets in the All Global MSCI ACWI index (which includes emerging markets) and the Alliance Trust.</li></ul>

In my start-of-the-year note last week, I promised an updated asset allocation outline for investors with a strong equity focus, i.e. investors who are 100% exposed to equities with no diversification into bonds.There’s no great magic to this exercise, as there are reference points you can work off.Take the table below, which shows the mix of underlying assets in the All Global MSCI ACWI index (which includes emerging markets) and the Alliance Trust.

Investment Ideas: Asset allocation for equity bulls, and investing in Alibaba

United States

iShares MSCI ACWI ETF is an exchange-traded fund incorporated in the USA. The ETF tracks the performance of the MSCI All Country World Index and holds over 1200 equities in developed and emerging markets. The ETF weights its holdings using a representative sampling indexing strategy, generally investing at least 90% of its assets in the underlying index.

iShares MSCI ACWI ETF (ACWI US)

Investment Ideas: Asset allocation for equity bulls, and investing in Alibaba

In my start-of-the-year note last week, I promised an updated asset allocation outline for investors with a strong equity focus, i.e. investors who...

Adventurous Investor