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No. of Recommendations: 4
The article is full of you know what. Talk about biased crap from someone with something to sell! The guy runs managed accounts, which are a little like extremely expensive custom mutual funds for the affluent set. If you run enough of them, at least a few will be in the top 1% of all managed accounts out there, as this guy's bio claims. Ignore this nonsense.

As to what to do to keep it all together and juice returns, I suspect you will get a variety of answers. I have consolidated all my 401ks except the one with my current employer into a single IRA that I manage. The only mutual funds I own are in my 401k because I have no other choice. All my other accounts are in individual equities, although I will occasionally buy a sector ETF when I think something is cheap. I have also used a Rydex fund to effectively short the bond market in the past. To keep things from getting confusing, all my accounts are with one brokerage (DW and I have six accounts, with a traditional IRA and a roth each, a taxable account, and a checking account).

To juice returns, I invest almost exclusively in small caps, which tend to provide excess returns, and more recently in low beta stocks, which tend to outperform what their volatility would suggest. I started buying low beta stocks in the past year or so simply because my portfolio of small caps was (and is) really volatile and I wanted some more steady stuff to balance it out. So far, so good!
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