Category Archives for "Portfolio Management"

Jul 18

What is Asset Allocation and How It Impacts Your Investments

One of the key drivers of investment performance is asset allocation.  Extensive research by Vanguard has shown that 88% of your investment returns can be traced back to your asset allocation.  Asset allocation is the balance between three main assets classes, equities (stocks), fixed-income (bonds), and cash and equivalents. As I laid out in the […]

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Oct 09

The Stock Market is Highly Correlated to the Movie the Revenant

Who here doesn’t like the upside of risky assets? Probably no one. It’s likely that a fair amount of people during bull markets probably forget to consider that equities are risky investments. But then the horrible bear like the one straight out of the movie Revenant chews through a portfolio as it chewed through poor […]

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Sep 04

The Holy Grail of Investing

Many of you, unless you are into reading about investment management, have likely never heard of Jack Schwager author of the Market Wizards series of books.  In his books, Schwager interviews some of the most legendary investors of our time. During each interview, Schwager tries to get at the heart of what has made that […]

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May 29

The Golden Age of TV Content?

With so much intriguing content and new shows on TV over the past few years, you may call this the golden age of TV content.  New non-traditional players such as Amazon, Netflix, and Hulu are now spending billions on their own original content vs. the traditional media pillars of Disney, Fox, HBO, and Showtime.  And […]

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Dec 19

Investing in the Middle

Below is a very relevant Ted talk for this time of year which features a friend of mine Bill Kieffer.  Bill is someone who had a very successful military career and was able to transition that success into the business world specifically in Human Resources. While many people will be taking take time off over the next few […]

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