Flirting with Models

The Research Library of Newfound Research

Month: August 2014

Why allocating to negative expected excess return can be entirely rational

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.

The Need for Tactical Solutions Across Generations: Retirees

Retirees generally have very low risk portfolio focused on income. Tactical solutions can maintain the low risk profile while increasing portfolio income.

Risk Budgeting (with Spreadsheet)

Risk budgeting is the process of allocating portfolio weights to target a specific risk profile. We have included a spreadsheet that simplifies this process
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