Remove 2000 Remove Portfolio Remove Risk Management
article thumbnail

A Spectacularly Underappreciated 15 Years

The Big Picture

From March 2000 to the double lows October 2002 and March 2003, the Nasdaq 100 fell 82.9% (peak to trough). Financial Repression was the rallying cry for underperforming managers. is not what risk managers call a rational trading day. See also Lazy Portfolios rolling returns. It takes a while to change behavior.

article thumbnail

A Look at How a Variety of Risk Management Approaches Have Worked in 2022

Validea

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Talk About Risk Management With Your Clients

BlueMind

Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. Would they consider a 5% return worth taking a risk or 20%?

article thumbnail

Build a Resilient Investment Strategy With The All Weather Portfolio

Validea

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. IWM iShares Russell 2000 ETF 15.0% +226.8% GLD SPDR Gold Shares 7.5% +380.3%

article thumbnail

Transcript: Kenneth Tropin

The Big Picture

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. Who’s added to risk? Who’s got risk?

article thumbnail

S&P 500 Benchmarking Is Broken

Random Roger's Retirement Planning

This group recently grew to 30% of the index so if you don't have 30% of your portfolio in those names, you are very likely lagging behind the index. We talk about this all the time, no portfolio strategy is perfect. If you have 30% of your portfolio in those seven names then you are exposed to a lot of risk right now.

article thumbnail

Transcript: Kristen Bitterly Michell

The Big Picture

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 299