In this months edition of "Mutual Fund/ETF Research Newsletter," January edition, (linked below) Dr. Tom Madell, PhD discusses the prospects and his thoughts on the above subject titled newsletter. In addition, he offers up some new asset allocations for his Model Portfolios along with the whyfor changes.
http://funds-newsletter.com/jan17-newsletter/jan17-new.htmEnjoy the read.
I wish all ... "Good Investing."
Old_Skeet
Comments
Thanks for the read Ol'Skeet. I think most would agree that this is a good time to think over our allocation to various assets. You've linked a very in-depth article for those who care to read it.
I'd agree that valuations look cheaper abroad - but come not without risk. Recently opened a small position in PIEQX - an international equity index fund. It's gone nowhere for several years now and impresses me as perhaps a "sleeper" in the realm of fund opportunities. To some extent I'm betting the Dollar won't continue to strengthen against these other currencies much longer. Since the amount is small, won't lose any sleep over this one. If it drops 10-20%, might buy a bit more.
Regards