Excellent article here from the WSJ on building a portfolio by building a macro view and applying the correct puzzle pieces to it. This is very similar to my own approach:
About Post Author
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds. Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances. He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.