In this episode, we talk trend following and conservative investing with Sierra Mutual Funds CIO James St. Aubin. We talk about their unique banded moving average approach to trend following…
Tag: risk management
Buffett Shows Bank CEOs How To Manage Risk
There’s been a lot of focus on the fact that Silicon Valley Bank lacked a chief risk officer for most of 2022, and the role that may have played in…
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…
The Importance of Drawdown Management in Retirement Planning
Many investors think that the best way to maximum their spending rate in retirement is to invest in the asset classes with the highest long-term returns. And that is true…
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…
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…