Pull quotes from article:
"Here are a few things I have laid out in the past that I consider when thinking about building a diversified portfolio:
1. The asset class should offer diversification and correlation benefits but I acknowledge the risk factors and the relationships between asset classes can and will change over time.
2. Asset classes and their risk characteristics should be different from one another. This could includes differences in geography, economic development, security structure, risk factors, income payments or investment styles.
3. The asset class should have an expected long-term return above inflation."
http://awealthofcommonsense.com/
