Allocation
Gold and REITs: Real Assets in a Portfolio
Gold and REITs are the two real assets most cited in allocation frameworks — one pays no cash flow, the other is required to pay most of its income out.
Author
Sofia Lindqvist
Independent editorial contributor covering investment strategy and financial modeling for VUGA Network publications.
Articles by Sofia Lindqvist
Allocation
How Diversification Gets Measured: The Key Metrics
Correlation, concentration, and effective-number metrics turn diversification from a slogan into a measurable portfolio property — each with documented limits.
Allocation
Emergency Funds and Their Place in Allocation
An emergency fund is the liquid layer held outside the risk portfolio so unplanned spending never forces asset sales — with sizing frameworks documented and…
Allocation
Risk Parity: The Mechanics and the Criticisms
Risk parity equalizes each asset class's contribution to portfolio risk instead of its capital share — a structure whose leverage draws the sharpest published…
Allocation
Asset Location: Which Assets Go in Which Accounts
Asset location places each holding in the account type where its tax treatment costs least — a framework with documented gains, stated assumptions, and known…