In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio.…
Tag: asset allocation
A Look at How a Variety of Risk Management Approaches Have Worked in 2022's Bear Market
By Jack Forehand, CFA, CFP® (@practicalquant) — For the last 40 years, managing risk for investors has been pretty easy. There have certainly been bear markets in the period, and some of them…
Is It A Bad Time To Retire?
Market performance in the early years of retirement can greatly affect how long retirement funds will last, as losses can take a larger chunk out of a portfolio when it’s…
Revisiting Cash As A Hedge Against Inflation
Two years ago, John Rekenthaler posited that cash could be used as a hedge against inflation, citing 3 previous periods in the past (post-WWII, the mid-1960s, and the early 1970s)…
Some Options for Managing Risk After a Big Market Run
The stock market has had a huge run since last March. That fact, combined with unprecedented government stimulus, the potential for future inflation and other risk factors has many investors…
An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates
We are currently in a very challenging time for building multi-asset portfolios. The 60-40 portfolios is coming off one of its best decades ever, but the expected future returns on…
A Look at Some Alternative Ways to Manage Risk
By Jack Forehand, CFA The 60/40 portfolio gets a bad rap. It seems like there is a new article or study every week talking about its weaknesses or outlining why…
Learning from the Hierarchy of Investor Needs
By Justin J. Carbonneau (@jjcarbonneau) — The original “hierarchy of needs” model was developed by Abraham Maslow in 1943. Maslow proposed the hierarchy as a way to understand human motivation…
Funds Could Boost Expected Rates of Return
Fiduciaries may be overlooking a “very simple and lucrative source of expected returns,” according to a recent article in Chief Investment Officer. The article explains how fund return forecasts are…
Put Cash Back in Your Portfolio
It’s time to consider putting cash back into your portfolio, according to a recent article in The Wall Street Journal. “The value of cash was demonstrated in the first quarter,”…