Category: Risk Management (Page 4 of 11)
The perfect withdrawal rate in a retirement portfolio contains more risk than meets the eye. The order of returns is extremely important.
We explore the application of trend following, and the potential consistency improvements it can introduce, within the framework of a cash balance plan.
Investors must navigate between the risks of failing fast and slow. Knowing which is most likely to prey on you can inform portfolio design.
The convexity of trend may be more crisis beta than crisis alpha, where the nature of the crisis is defined by the speed of the trend following system.
Dynamic Spending in Retirement Monte Carlo
By Nathan Faber
On July 15, 2019