I’ve mentioned this a few times before, but I’m putting together a survey of various global asset allocation models. I would be curious to know what sort of topics or questions you may like to see included…below is a very rough draft chapter outline…goal is for this to be short, with plenty of supporting material in the appendix…email me any ideas!!
CHAPTER 1: A History of Stocks, Bonds, & Bills
CHAPTER 2: Asset Class Building Blocks
CHAPTER 3: The Benchmark Allocations: 60 / 40 and Global 60/40 (Norway)
CHAPTER 4 – All Weather and Risk Parity (Ray Dalio)
CHAPTER 5: Global Market Portfolio
CHAPTER 6: Rob Arnott
CHAPTER 7: Endowment Style: El-Erian, Swensen, Ivy
CHAPTER 8: Buffett
CHAPTER 9: Comparison of the Big Five (Dalio, Arnott, GAA, Swensen, and Buffett)
CHAPTER 10: Implementation (ETFs, Fees, Taxes, Advisors)
CHAPTER 11: Summary
APPENDIX A: FAQs
APPENDIX B: Permanent & Global Permanent
APPENDIX C: Tobias
APPENDIX D: Talmud
APPENDIX E: Marc Faber
APPENDIX F: 7Twelve
APPENDIX G: Bernstein
