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Tag: risk management

Conservative Investing - Using Trend Following to Manage Risk and Drawdowns | James St. Aubin
2 years ago
Conservative Investing - Using Trend Following to Manage Risk and Drawdowns | James St. Aubin

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…

Buffett Shows Bank CEOs How To Manage Risk
2 years ago
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
3 years ago
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
3 years ago
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
4 years ago
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
5 years ago
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…

Recent Original Research
July 10, 2025
Ten Fundamentally Sound Dividend Growth Stocks
Dividend growth stocks form a cornerstone of long-term wealth building by offering investors a dual benefit: consistent income streams and opportunities for capital appreciation. These investments represent companies that systematically increase their dividend payments year after year,...
July 9, 2025
Ten Fundamentally Sounds Stocks Insiders Like
Substantial leadership ownership stakes foster strong alignment between management and shareholders by creating shared financial incentives. This alignment motivates executives and board members to focus on building lasting value rather than chasing quarterly targets. When leaders maintain...
July 8, 2025
Ten High G Score Growth Stocks
The investment landscape is in constant flux, requiring sophisticated tools to identify genuine growth opportunities. In 2005, Professor Partha Mohanram developed the G-Score methodology as a structured approach to evaluating growth companies, designed to complement Joseph Piotroski's...
July 7, 2025
Riding the Earnings Wave: 10 Stocks Backed by...
In investing, it's often not just the news that matters -- it’s how investors react to it. One of the most underappreciated signals in the market is when analysts raise their earnings forecasts. Research shows that the...
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