My strategy beats yours!

August 2, 2019 | 0 Comments

Don’t hold your breath. We’re taking a break from our deep dive into diversification. We know how you couldn’t wait for the next installment. But we thought we should revisit our previous post on investing strategies to mix things up a bit. Recall w...
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Back to diversification

July 26, 2019 | 0 Comments

In our last post, we took a detour into the wilds of correlation and returned with the following takeaways: Adding assets that are not perfectly positively correlated to an existing portfolio tends to lower overall risk in many cases. The decline i...
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Detour: correlation

July 12, 2019 | 0 Comments

In our last post, we asked the simple question of whether an investor is better off being diversified if he or she doesn’t know in advance how a stock is likely to perform. We showed some graphs that suggested diversification lowered risk (or, more ...
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Diversification: fact or fiction?

June 29, 2019 | 0 Comments

“Diversify, diversify, diversify!” Mantra, call-to-arms, or warning. Whether you’re an amateur or professional, a student or professor, a pedestrian or pundit you’ve been told that diversification is patently good when it comes to investing. Golly, ...
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Tactics over strategies

May 31, 2019 | 0 Comments

In our last post, we discussed the potential for adding a tactical trigger to execute a strategy. In this case, the strategy is investing in a large cap stock index that allows us achieve a compounded annual return of 7% and limits the yearly deviat...
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Fed up

May 24, 2019 | 0 Comments

Yield curve predictions are hitting the headlines again here, here, and here, though they’re not quite front page. The alarm bells are ringing since the probability of a recession appears to have increased meaningfully in the past few months. We loo...
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