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 Marin County, San Francisco North Bay, Ca. , California, USA Investment Management - Asset, Fund Management
Wealth Management,  Portfolio Management,  Private Banking
Kentfield, Marin County, San Francisco North Bay, Ca. USA  94904

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It is important to look at the evidence on the long-term returns to different assets, and to holding period returns (the returns that accrue on average over different lengths of investment). For example, over very long holding periods (eg. 10+ years) in most countries, equities have generated higher returns than bonds, and bonds have generated higher returns than cash. According to financial theory, this is because equities are riskier (more volatile) than bonds which are themselves more risky than cash.

 

 

 

 

 

 

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Richard C Hoertkorn Investment
919 Sir Francis Drake Blvd, Kentfield, CA 415 482-8807
 
 
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Diversification

Against the background of the asset allocation, fund managers consider the degree of diversification that makes sense for a given client (given its risk preferences) and construct a list of planned holdings accordingly. The list will indicate what percentage of the fund should be invested in each particular stock or bond. The theory of portfolio diversification was originated by Markowitz and effective diversification requires management of the correlation between the asset returns and the liability returns, issues internal to the portfolio (individual holdings volatility), and cross-correlations between the returns.

 
 
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