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Re: Global Investing_Foreign AA__ July, 2008 davedc  06-27-2008, 5:21 PM | Post #2533310
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A couple questions I have been thinking about:

1. What role might El-Erian's new fund at PIMCO play in individual investors' implementations of his portfolio suggestions?

2. The ability of Morningstar's X-ray tool to analyze foreign and commodity funds and indexes is quite limited. With my current portfolio, I already receive a message "your portfolio is too heavily geared toward foreign stocks for us to provide an evaluation ...", and I am less than 50% foreign equities.  In my "test" portfolios, DJP (iPath Dow Jones-AIG)  and similar funds show up in the asset allocation pie-chart as "not classified."  I wonder if M* could be persuaded to do more with foreign/global and commodity funds?

Dave

 

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