Month: August 2014
On its own, a negative return strategy will appear to be a losing proposition, but in the context of a full portfolio, allocating to it may be beneficial.
Retirees generally have very low risk portfolio focused on income. Tactical solutions can maintain the low risk profile while increasing portfolio income.
Risk budgeting is the process of allocating portfolio weights to target a specific risk profile. We have included a spreadsheet that simplifies this process
