Unconventional success : a fundamental approach to personal investment

A guide for investors offers advice on how to overcome fees, taxes, and other portfolio-compromising factors by avoiding expensive investment management companies and working with not-for-profit groups.

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Bibliographic Details
Main Author: Swensen, David F., 1954-
Language:English
Subjects:
Summary:A guide for investors offers advice on how to overcome fees, taxes, and other portfolio-compromising factors by avoiding expensive investment management companies and working with not-for-profit groups.
Item Description:Includes index.
Physical Description:402 pages ; 24 cm
Bibliography:Includes bibliographical references (pages [373]-385) and index.
Published: New York : Free Press, [2005]
ISBN:0743228383
9780743228381
Table of Contents:
  • Overview
  • Sources of return
  • Asset allocation
  • Core asset classes
  • Portfolio construction
  • Non-core asset classes
  • Market timing
  • Chasing performance
  • Rebalancing
  • Security selection
  • The performance deficit of mutual funds
  • Obvious sources of mutual-fund failure
  • Hidden causes of poor mutual-fund performance
  • Winning the active-management game
  • The exchange-traded fund alternative
  • Failure of for-profit mutual funds.