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Morningstar’s Michael Keaveney explains why he believes it is prudent to be defensively positioned, leaning more towards sectors and markets where valuations are reasonable. |
Get to know some of the carefully selected program managers, in brief but in-depth segments |
Where Does VDAA Fit |
Risk, Return & VDAA |
Combining Active Mgrs |
Narrowing Mgr Selection |
Return Objectives for the 5 Portfolios |
Currency and Response to Fluctuations |
Asset Class Evaluation Frequency |
US Equities |
Fixed Income & VDAA |
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