Comments on: Rev-up Your Portfolio With Asset Allocation http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/ Dividend Investing & Value Investing For A Superior Portfolio Sat, 20 Mar 2010 12:01:24 -0600 http://wordpress.org/?v=2.8.6 hourly 1 By: Dividends4Life http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/comment-page-1/#comment-5266 Dividends4Life Wed, 29 Apr 2009 01:01:10 +0000 http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/#comment-5266 Lightway: I consider my asset allocation in total - across all of my investments. Take a look at these articles: <a href="http://dividendsvalue.com/1252/measuring-asset-allocation-across-your-entire-portfolio/" rel="nofollow">Measuring Asset Allocation Across Your Entire Portfolio</a> <a href="http://dividendsvalue.com/2862/2009-q1-progress-review/" rel="nofollow">2009-Q1 Progress Review</a> Best Wishes, D4L Lightway: I consider my asset allocation in total – across all of my investments. Take a look at these articles:

Measuring Asset Allocation Across Your Entire Portfolio
2009-Q1 Progress Review

Best Wishes,
D4L

]]> By: Lightway http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/comment-page-1/#comment-5263 Lightway Wed, 29 Apr 2009 00:48:09 +0000 http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/#comment-5263 D4L, I've seen a few of your articles lately discussing Asset Allocation. My question for you is, does your Asset Allocation strategy overlap your Dividend/Income portfolio? Or are you keeping two separate portfolios, one for Asset Allocation (Capital growth), and another for Dividends/Income? Thanks, Lightway D4L,

I’ve seen a few of your articles lately discussing Asset Allocation. My question for you is, does your Asset Allocation strategy overlap your Dividend/Income portfolio? Or are you keeping two separate portfolios, one for Asset Allocation (Capital growth), and another for Dividends/Income?

Thanks,

Lightway

]]> By: Dividends4Life http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/comment-page-1/#comment-2542 Dividends4Life Mon, 25 Aug 2008 02:12:00 +0000 http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/#comment-2542 Dominican: You are correct. Both Buffet and Munger will concentrate investments in companies they have throughly researched and feel confident in. Most of us mere mortals don't have the insight, connections, time and resources to develop the confidence necessary to make concentrated investments.<br/><br/>I would note also, through time Buffet has achieved a degree of diversification with in BRK.A's total portfolio, albeit it was achieved through years of concentrated investments.<br/><br/>Best Wishes,<br/>D4L Dominican: You are correct. Both Buffet and Munger will concentrate investments in companies they have throughly researched and feel confident in. Most of us mere mortals don’t have the insight, connections, time and resources to develop the confidence necessary to make concentrated investments.

I would note also, through time Buffet has achieved a degree of diversification with in BRK.A’s total portfolio, albeit it was achieved through years of concentrated investments.

Best Wishes,
D4L

]]> By: Dominican http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/comment-page-1/#comment-2541 Dominican Sun, 24 Aug 2008 21:37:00 +0000 http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/#comment-2541 D4L,<br/><br/>I recently found your website via Old School Investor. I read this article and thought I would comment on your understanding of what Mr. Munger meant by diversification. In the September 2008 issue of Smart Money, Munger is quoted saying "People say the whole secret of investing is diversification.... that idea is ass-backwards". Both him and Buffet have long said that they use common sense and bet big on whatever they find to be a good deal. My perception has been that they are not worried about short term fluctuations since they are so confident in the future outcome. Its almost like they invest with no finish line in sight. Where most of us are investing to retire. D4L,

I recently found your website via Old School Investor. I read this article and thought I would comment on your understanding of what Mr. Munger meant by diversification. In the September 2008 issue of Smart Money, Munger is quoted saying “People say the whole secret of investing is diversification…. that idea is ass-backwards”. Both him and Buffet have long said that they use common sense and bet big on whatever they find to be a good deal. My perception has been that they are not worried about short term fluctuations since they are so confident in the future outcome. Its almost like they invest with no finish line in sight. Where most of us are investing to retire.

]]> By: Dividends4Life http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/comment-page-1/#comment-2120 Dividends4Life Thu, 21 Feb 2008 03:52:00 +0000 http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/#comment-2120 Passive Income: Well I am sure glad you found my small spot on the web! <br/><br/>Net worth works for some people and others it doesn't. Though I track my net worth, I don't consider it a particularly meaningful number for me since so much of my net worth is tied up in my company's stock (401k, options, performance shares, restricted shares, and regular shares). It currently makes up 40+% of my portfolio. Over the last several years it has quadrupled, only to be cut in half over the last 12-18 months. So my net worth is all over the place and has little to do with my own investment decisions.<br/><br/>As noted in my goals/progress section, I prefer to track annual dividend income and yield on cost within the income portion of my portfolio. Both of these I can exert some control over.<br/><br/>RacerX: Thanks. I couldn't agree more. Some have said Charlie may be the better investor. I would certainly take either as my personal adviser. :)<br/><br/>Best Wishes,<br/>D4L Passive Income: Well I am sure glad you found my small spot on the web!

Net worth works for some people and others it doesn’t. Though I track my net worth, I don’t consider it a particularly meaningful number for me since so much of my net worth is tied up in my company’s stock (401k, options, performance shares, restricted shares, and regular shares). It currently makes up 40+% of my portfolio. Over the last several years it has quadrupled, only to be cut in half over the last 12-18 months. So my net worth is all over the place and has little to do with my own investment decisions.

As noted in my goals/progress section, I prefer to track annual dividend income and yield on cost within the income portion of my portfolio. Both of these I can exert some control over.

RacerX: Thanks. I couldn’t agree more. Some have said Charlie may be the better investor. I would certainly take either as my personal adviser. :)

Best Wishes,
D4L

]]> By: RacerX http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/comment-page-1/#comment-2118 RacerX Wed, 20 Feb 2008 22:54:00 +0000 http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/#comment-2118 Great post. Charlie is really amazing as well. It is one of those cases that if he worked with anyone else he would be praised even more. Mr B carries a long shadow!<br/><br/>Thanks Great post. Charlie is really amazing as well. It is one of those cases that if he worked with anyone else he would be praised even more. Mr B carries a long shadow!

Thanks

]]> By: Passive Income http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/comment-page-1/#comment-2117 Passive Income Wed, 20 Feb 2008 22:41:00 +0000 http://dividendsvalue.com/1203/rev-up-your-portfolio-with-asset-allocation/#comment-2117 D4L,<br/>About 3 months ago, while wondering in internet wilderness, I somehow stumbled upon your blog. I browsed it for sometime and got completely hooked up. You have an excellent blog here dedicated to your own approach to dividend based investing. Additionally, the links to other dividend bloggers is very good. I congratulate you on your effort. I am regular visitor now. A closing question: What are your thoughts on assessing personal finance based on networth ? D4L,
About 3 months ago, while wondering in internet wilderness, I somehow stumbled upon your blog. I browsed it for sometime and got completely hooked up. You have an excellent blog here dedicated to your own approach to dividend based investing. Additionally, the links to other dividend bloggers is very good. I congratulate you on your effort. I am regular visitor now. A closing question: What are your thoughts on assessing personal finance based on networth ?

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