Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies

136 Pages·2015·9.04 MB·English

by  Mr Mebane T Faber

GLOBAL ASSET ALLOCATION
A SURVEY OF THE WORLD’S TOP INVESTMENT STRATEGIES
MEB FABER
Contents
Copyright
Dedication
About the Author
Epigraph
Introduction
1. A History of Stocks, Bonds, and Bills
2. The Benchmark Portfolio: 60/40
3. Asset Class Building Blocks
4. The Risk Parity and All Seasons Portfolios
5. The Permanent Portfolio
6. The Global Market Portfolio
7. The Rob Arnott Portfolio
8. The Marc Faber Portfolio
9. The Endowment Portfolio: Swensen, El-Erian, and Ivy
10. The Warren Buffett Asset Allocation Portfolio
11. Comparison of the Strategies
12. Implementation (ETFs, Fees, Taxes, Advisors)
13. Summary
Appendix A – FAQs
Appendix B – The Tobias Portfolio
Appendix C – The Talmud Portfolio
Appendix D – The 7Twelve Portfolio
Appendix E – The William Bernstein Portfolio
Appendix F – The Larry Swedroe Portfolio
Disclaimer

Copyright © 2015 The Idea Farm, LP
All rights reserved.
Limit of Liability/Disclaimer of Warranty: While the publisher and the author have used their best efforts in
preparing this book, they make no representations or warranties with respect to the accuracy or
completeness of the contents of this book and specially disclaim any implied warranties of merchantability
or fitness for a particular purpose. No warranty may be created or extended by sales representatives or
written sales materials. The advice and strategies contained herein may not be suitable for your situation.
You should consult with a professional where appropriate. Neither the publisher nor author shall be liable
for any loss of profit or any other commercial damages, including but not limited to special, incidental,
consequential, or other damages. No part of this publication may be reproduced, stored in a retrieval
system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording,
scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 Unites States Copyright
Act, without either the prior written permission of the Publisher, or authorization through payment of the
appropriate per copy fee.
ISBN: 978-0-9886799-2-4
To Mom
ABOUT THE AUTHOR
Mr. Faber is a co-founder and the Chief Investment
Officer of Cambria Investment Management, LP.
Faber is the manager of Cambria’s ETFs, separate
accounts, and private investment funds for accredited
investors. Mr. Faber is also the author of the Meb
Faber Research blog, Shareholder Yield, Global
Value, and the co-author of The Ivy Portfolio: How to
Invest Like the Top Endowments and Avoid Bear
Markets. He is a frequent speaker and writer on
investment strategies and has been featured in
Barron’s, The New York Times, and The New Yorker.
Mr. Faber graduated from the University of Virginia
with degrees in Engineering Science and Biology. He
is a Chartered Alternative Investment Analyst
(CAIA), and Chartered Market Technician (CMT).
CONTACT INFORMATION:
Twitter: @MebFaber
Email: [email protected]
Phone: [phone]
Blog: mebfaber.com
Research: theideafarm.com
Company: cambriafunds.com
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“However beautiful the strategy, you should occasionally look at the results.”
WINSTON CHURCHILL