Sublime
An inspiration engine for ideas
Ultimately, smart investing requires that we not only monitor asset allocation, but of equal weight, we focus on the advisory fees associated with the investment strategy.
Meb Faber • Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies
This is one of the problems with investing in just one security, country, or asset class.
Meb Faber • Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies
Most individuals do not have a sufficiently long time to recover from large drawdowns from any one risky asset class.
Meb Faber • Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies
How much of your global stock allocation should be in the United States?
Meb Faber • Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies
Going back to how a lot of investors operate, it's very ego-driven. It's very driven by one personality or a bunch of lone wolves who happen to run in a pack, and I don't think that's how capital deployment should work. I genuinely believe we need a hive mind, and that's what we've done at Initialized.