Concentrated Positions
Managing Concentrated Positions It is extremely common that any one investor might have one stock that is greater than, say, 10% of their portfolio. This can be the company they worked for over decades. This could be something inherited from a relative that has...
Fixed Income and the Retail Investor
Fixed Income and the Retail Investor! Bonds or fixed income really have two purposes for the US individual investor: income and stability. Some will disagree with me. They would say that you might want to own bonds for appreciation. However, In order to achieve...
Forget “Wall Street Strategists”—think yield curve.
Forget “Wall Street Strategists”—think yield curve. Forget “Wall Street Strategists”—think yield curve! There is a cottage industry in the business of forecasting markets. It is meant for entertainment, not for advice. It began with newsletters, then with radio shows,...
Intro to Private Equity as a diversifier
Private Investments are diversifiers There are just four investable asset classes for your serious money: stocks, bonds, cash and real estate. Everything else you have is either hair-splitting exercise or a derivative. What led to the explosion of the Private Equity...
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