Archive for September 2008
Learning from Yale and Harvard Endowments
Posted by: Michael Zhuang on: September 17, 2008
Wall Street Journal headline: “Harvard Endowment Returned 8.6%” In light of the events of the last few weeks when financial companies collapsed in rapid succession, an all-weather portfolio is what all of us need. Yale and Harvard University endowments have portfolios that do well in both good and bad times. You’d expect these smart people [...]
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Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm applying David Swensen's insights for clients. He is also a regular contributor to Morningstar Advisor. To use his wealth management services, schedule a discovery meeting (phone call) with him.
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