Building a diversified portfolio is a snap with a world allocation fund. These funds, including
T. Rowe Price Global Allocation (RPGAX), invest in a mix of stocks and bonds across the globe. We view the fund as a core holding, says Charles Shriver, one of the fund s two managers. It s a one-stop shop.
Shriver and his co-manager, Toby Thompson, make the big-picture calls of how to position the portfolio. They start with a target of 60% U.S. and foreign stocks, 29% U.S. and foreign bonds, and 11% alternative investments, then tilt the fund toward certain asset classes – large- versus small-company stocks, say, or growth versus value, or emerging-markets versus developed-world stocks or bonds – depending on their view of the world.
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Last year was a tumultuous one that introduced a lot of volatility and uncertainty into the markets. While unpredictability characterized 2020, Buy the Unloved s tried-and-true approach remained steadfast. Buy the Unloved is a contrarian investment strategy that has done well for more than 25 years by pointing investors toward out-of-favor Morningstar Categories. The original iteration dates to 1994 and will be referred to as Version 1. The original received a slight methodology tweak, creating a second iteration, Version 2, which is detailed in this article.
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