Validea

OCTOBER 12, 2022

The fact that bonds haven’t worked has made risk management very challenging during this bear market. But that doesn’t mean there was no way to manage risk. One of the things we do at Validea is track a variety of ETF based risk management approaches that utilize different methods to diversify equity portfolios.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

The Better Letter

JANUARY 26, 2024

” Dent called for “ the collapse of our lifetime ” – an 86 percent loss for the S&P 500; 86 percent on the Russell 2000; 92 percent on the Nasdaq – by June 2023. Despite exceptional early returns, the fund is barely above water since its 2000 inception (+0.55 I replied, “Which one?”

Assets 104

Assets Valuation Management Investing 104

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. We have seen strong, strong demand pretty consistently for building out alternatives, portfolios, particularly when it comes to opportunities with great financial sponsors on the private equity side, looking at these long-term secular trends, right? RITHOLTZ: Right. BITTERLY MICHELL: Exactly.

Clients 283

Clients Wealth Management Investing Investments 283

The Big Picture

MARCH 12, 2024

And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. So over time, the risk composition of the pool would, would change dramatically. So think about 2003 home prices had gone up a lot from 2000. And in the 2000 at the 2005 conference, it’s kind of wild.

Banking 140

Banking Investing Investments Marketing 140