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Jack Burns: Advanced Asset Allocation for the DIY Investor

The Security Analysis Podcast

CHAPTER

The Importance of a Small Allocation in Value Funds

West: There's a ton of work being put out by AQR and Tobias on the value spread. And I'm happy with how they performed. BLNDX is, if you have a dollar, say, invest in the fund, 50 cents of that dollar is going to go into global equities. The other 50 cents is going to be used to support a really robust trend following program. West: Over time, I've become convinced that trend following is the perfect complement to buy and hold equities.

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