Useful Portfolio building blocks for these times
A major challenge for investors in these very risky times, is that in periods like the Global Financial Crisis, traditional portfolio diversification failed becaus most shares and property all crashed together.
To build more robust portfolios, we place a lot on emphasis in timing BUT we also seek to build portfolios of components that are far less correlated than in traditional portfolios. The thinking behind this borrows heavily from the Permanent Portfolio Concept - an approach that is intended to do well in virtually all market conditions. http://www.investopedia.com/ask/answers/09/permanent-portfolio.asp