The world is messy and a more pro-active approach than the Market Portfolio Theory of the 60s is needed to build portfolios that can stand the stress of our times.
Tag: portfolio management
In this Week’s Issue Weekly Snapshot Market Barometers Weekly Chart Lines In The Sand Recommended Read Weekly Snapshot • Dow sinks below 12,000; stocks had the sixth straight weekly loss (AP) • China posted a smaller-than-expected trade surplus in May of $13.1bn (Reuters) • The average U.S. homeowner now has 38% equity, down from 61% a … Continued
One should look at an investment as if it was a relationship and define under what circumstances that relationship no longer holds value.
Clemens Kownatzki, adjunct professor of financial risk management introduces “Market Wrap,” a brief summary of interesting market events and major economic news.
At the end of 14 grueling weeks in my Portfolio Management class, I wrap it up with this 10-rule list. After all the fancy formulas and complex graphs we review in class, the art of investing comes down to common sense and risk management. Based on my many years in the trenches, managing money for … Continued