I post videos on investing, financial decision-making, and living a good life.
这是 Youtop 运营的独立目录页面，并非由 Ben Felix 或 YouTube 运营、赞助或认可。 YouTube 官方频道 ↗提交更正你是这位创作者吗？认领此页面
Ben Felix · 发布于 2018年10月26日
Asset allocation is the exercise of determining how much of each asset class you should hold in your portfolio. In general, the asset classes that we have to choose from are stocks, bonds, real estate investment trusts, and alternatives. Those categories can be broken down further, but I will leave it there for now. Except in hindsight, there is no optimal asset allocation. The best that we can do is take guidance from the academic literature. I’m Ben Felix, Associate Portfolio Manager at PWL Capital. Referenced in this video: Foreign Withholding Tax - https://www.pwlcapital.com/foreign-withholding-tax/ Do You Need Alternative Investments? Part I: High Yield Bonds - https://www.pwlcapital.com/do-you-need-alternative-investments-part-i-high-yield-bonds/ Why I prefer to avoid preferred shares (Alternative Investments, Part 2) - https://www.pwlcapital.com/why-i-prefer-to-avoid-preferred-shares-alternative-investments-part-2/ The Illusionary Allure of Hedge Funds (Alternative Investments, Part 3) - https://www.pwlcapital.com/the-illusionary-allure-of-hedge-funds-alternative-investments/ The Cross Section of Expected Stock Returns - https://www.jstor.org/stable/2329112?seq=1#page_scan_tab_contents ------------------ Visit PWL Capital: https://goo.gl/uPcXg7 PWL Capital Blog Post: https://www.pwlcapital.com/portfolio-asset-allocation-good-better-and-best-practices/ Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company-beta/105673/ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix - LinkedIn: https://www.linkedin.com/in/benjaminwfelix/ ------------------ Video channel management, content strategy & production by Truly Inc. - Website: http://trulyinc.com - Twitter: https://twitter.com/trulyinc #assets #investing #finance
