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MiB: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

Peneva started her career at Bain & Company in 1998 and later became Partner in 2011. Be sure to check out our Masters in Business next week with Kate Moore , Chief Investment Officer of Citi Wealth ; responsible for overseeing investments, portfolio strategy and asset allocation for the trillion dollars Citi Wealth manages.

Investing 130
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Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

Overlay management services implement clients’ investments through a professionally managed diversified portfolio, including tax strategies. We believe that this integration will further strengthen our competitive advantage by building deeply personalized client portfolios, focusing on what is unique to each client.

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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. 2011 17.6% 2011 17.6% GLD SPDR Gold Shares 7.5% +380.3% 2008 -0.4% -21.0%

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Strategy of the Week: A Small Cap Growth Model Inspired by The Motley Fool’s David & Tom Gardner

Validea

Performance Overview (July 15, 2003 – 2025 YTD) Since inception, the Small Cap Growth Investor (Fool inspired) Portfolio has returned 13.2% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8% 2011 1.0% -0.0% +1.0% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8% 2011 1.0% -0.0% +1.0%

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Weekend Reading For Financial Planners (May 3–4)

Nerd's Eye View

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

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Strategy of the Week: The Motley Fool Small-Cap Growth Investor Model

Validea

Small Cap Growth Models Risk and Return Stats Since 2003, the ten stock, tax efficient portfolio has delivered a 13.5% This strategy had big winning years like 2013 (+65.9%) , 2020 (+106.5%) , and 2021 (+51.7%) but also suffered steep declines, including 2008 (-27.0%) , 2011 (-16.7%) , 2015 (-9.6%) , and 2022 (-30.3%).

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Nouriel Roubini Enters The ETF Fray

Random Roger's Retirement Planning

There's no way to fit that many into a portfolio without having a portfolio of diversifiers hedged with a little bit of equity exposure which I don't think would be optimal. The backtest runs from the start of 2011 to the end of 2020. I'd say it's pretty close.