Here is a good article on Frontier Market investing. I have been on board with this for many months and continue to believe this asset class has a place in a diversified portfolio (more components than a lazy portfolio).
Personally I can't read enough about this stuff but as far as its weight in a portfolio; 2% is probably sufficient.
On a personal note UPS called and the new laptop will be here this afternoon, thanks to readers for all the help from a couple of weeks ago.
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4 comments:
Roger,
Good stuff, but the comment that 2% is sufficient caught my attention. I used to think that a minimal allocation to any asset class was 3% but over time I have increased that to basically 5%.
Any thoughts on how you make this type of decision?
Thanks,
Russ
Article gives both bull and bear view,and gives clue as to where to look for oef choice of vehicle. Left feeling, wow is this speculative investing...but, I'ld like to get in..but, when? If using oef's, can't really trade when the mmkts go south. Pick an entry and hold?
Do any vehicles, such as CEF,OEFs or ETFs, exist to enable small investors such as myself (5'3") to ride these markets?
Thanks
The United States was a "frontier market" in the 1800's for European investors in a similar investment mode. It is worth noting that most European investors lost a lot of money in the US at that time (1830-80). Why? Probably the usual: war, societal change, unstable currency, criminal enterprises operating as investment companies, over-hyped stock, et al. Conversely, the few insiders who manipulated the markets (Vanderbilt, Morgan, etc.) became titans of wealth. Kind of like the 2007 edition of frontier areas of the world. Count me in anyway!
Yee-haaaa....roll 'em, roll 'em, roll 'em.
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