The most important aspect of a portfolio is not past performance, but rather the process that should be consistent in producing that past performance.
The evidence seems to be telling us that equities are becoming quite attractive. The dust probably hasn’t settled yet, but we believe the bargain bins are filling up.
Diversification by country, currency, sector, region, riskiness, or growth-rate is always compelling in portfolio management.
Hope for more Fed intervention coupled with fear about Europe will likely create large price swings in stocks in the next months.
We will not let a market correction deter us from buying stock of producers that supply the developing world.
Sticking with business enterprises holding few liabilities and leading brand names is helpful toward whittling down the possibles from the impossibles.
A recent AOL DailyMarkets article points to Covestor as an option emerging markets investors should explore.
As long as my overall portfolio moves with the market, I don't worry when quality stocks drop in price, as that helps move stocks on my watch list onto to the buy list.