Category: Portfolio

  • Basics of Portfolio Construction

    Basics of Portfolio Construction

    The 10-year annualized return on the US tech sector has been about 19.7%, vs. the total US market at 8.6%, US Small stocks at 7.7% and International at 4.9%.  It seems pretty clear that tech has dominated, so why do most modern portfolios still include these other visibly underperforming assets…