Reference Point
Is the stock market the right reference point for assessing portfolio returns?
I Need Income!
Overemphasis on income-oriented investments can result in poorly diversified portfolios.
Investment Lessons from 2020
Portfolio implications from the lessons learned during 2020 economic downturn and recovery.
Net Returns – A High Bar for Active to Beat Passive
Low odds for active management to outperform passive strategies net of fees, taxes and behavioral biases.
Risk Parity vs. 60/40 Top Performers
A passive risk parity strategy would have outperformed the top active managers over the last 20 years.
The Blank Slate Portfolio
A portfolio construction framework for investors not influenced by convention.
Slow and Steady Wins the Race
The importance of minimizing material losses to achieve long-term investment success.
A Brief History of US Stocks
Historical perspective on the US stock market.
Hedge Funds That Hedge
Most hedge funds don’t sufficiently hedge but those that do can be highly diversifying.
Fooled by Manager Returns
The common practice of chasing returns can result in long-term underperformance.

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