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How Much to Invest Abroad?

On 06/17/2013, in Asset Allocation, Equities, by Jordan Wilson

Individual investors may reap diversification benefits by investing internationally.

The level of benefit is based on many factors – cross-country correlations, major industries, domestic companies that operate globally, etc. Over time, global diversification benefits have fallen. However, investing outside your home country is still worthwhile.

The question then, how much should you invest abroad? 

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Mutual Fund Categories

On 09/09/2010, in Mutual Funds, by Jordan Wilson

Today we will define a few common fund investment styles.

Later, we will review the risk-return profiles and investment uses for each category.

I have previously written about some of the asset classes listed below, so please refer to my earlier posts for greater detail on a specific style.

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