Ekonomiforum - Förbättra din privatekonomi

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#1 2006-10-07 09:39:51


David Swensen om hur du ska placera dina pengar

David Swensen, verksam på universitetet i Yale, är en av de mest talangfulla investerarna i världen. Under de senaste 21 åren har han lyckats åstadkomma 16 % årlig avkastning på sina placeringar. Med detta slår han alla andra universitetsplacerare.

[quote=npr.org]Below is Swensen's basic formula for creating an investment portfolio likely to give you good returns while still managing risk:

* Domestic Equity (30 percent): Refers to stocks in U.S.-based companies listed on U.S. exchanges.

* Emerging Market Equity (5 percent): Refers to stocks from emerging markets around the world, such as Brazil, Russia, India and China.

* Foreign Developed Equity (15 percent): Refers to stocks listed on major foreign markets in developed countries, such as the United Kingdom, Germany, France and Japan.
* Real Estate Investment Trusts (20 percent): Refers to stocks of companies that invest directly in real estate through ownership of property.
* U.S. Treasury Notes and Bonds (15 percent): These are fixed-interest U.S. government debt securities that mature in more than one year. Notes and bonds pay interest semi-annually. The income is only taxed at the federal level.
* U.S. Treasury Inflation-Protection Securities, or TIPS (15 percent): These are special types of Treasury notes that offer protection from inflation, as measured by the Consumer Price Index. They pay interest every six months and the principal when the security matures.[/quote]
Läs hela artikeln här: [url=http://www.npr.org/templates/story/story.php?storyId=6203264]David Svensens rekommendationer[/url]




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