Blog Posts tagged "portfolio construction"

Ideas for Implementing Multi-Asset Income in Your Portfolio

Author: Nicholas Millikan
Date: November 26, 2014
Category: Financial Planning
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In my travels, I have had the opportunity to speak with advisors across the country who utilize multi-asset income (MAI) strategies to replace the lost income of traditional fixed-income investments. And while many of them have been more than happy with the results, they have struggled with how to implement MAI strategies within a globally diversified portfolio.

Managing Risk | Part 4: Putting It All Together

Author: Nathan Rowader
Date: October 2, 2014
Category: Financial Planning
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In the past few weeks we have discussed the complicated nature of averages, explored a simple method for forecasting returns and discovered how volatility-based rebalancing has the potential to deliver some great returns for investors. This week, we are going to put it all together using each element of the portfolio construction process.

Managing Risk | Part 3: Using a Dynamic Approach to Asset Allocation

Author: Nathan Rowader
Date: September 19, 2014
Category: Financial Planning
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We began our managing risk series two weeks ago with a discussion of the complicated nature of averages and why using them can be damaging when constructing a portfolio. Last week, we delved into a simple method for forecasting returns for major asset classes. This week, we are going to continue our look into the core inputs of portfolio construction by focusing on volatility.

Managing Risk | Part 2: Look to the Future, Not the Past

Author: Nathan Rowader
Date: September 11, 2014
Category: Financial Planning
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Last week we began a discussion on managing portfolio risk and the dangers of relying on averages. One of the core issues that make averages so ineffective in managing risk is that they rely heavily on the past. Investing is focused squarely on the future, so relying solely on past information ignores much of the useful information available to you right now. So, what sort of current information can you incorporate into the portfolio construction process?

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