These articles chronicle some of the decisions and analysis of our Investment Committee.
As a result of new fund additions, we added five new country-specific funds to our Schwab Institutional Intelligent Portfolio asset allocations.
These findings together demonstrate how Economic Freedom seems to have been a valid factor for higher expected returns than investing in the EAFE Index alone.
As we are still in the midst of COVID-19 quarantines, we will have to wait to see what continuing or lifting restrictions actually does to companies, their expected earnings, and their market pricing.
Diversification means always having something to complain about. Recently, it has been energy.
For many whose Energy sector has experienced large losses, lowering your sector allocation might effectively mean holding onto the shares that you currently own without adding more.