Tag: risk management (Page 2 of 4)
We explore the application of trend following, and the potential consistency improvements it can introduce, within the framework of a cash balance plan.
A systematic approach for evaluating diversification leads to actionable, unbiased results based on a portfolio's objectives.
Benchmarking a trend-following strategy is difficult. The tendency is to compare it to an equity strategy, but this often leads to disappointment. We explore a better benchmark that allows investors to accurately measure performance and set expectations.
Taxes and Trend Equity
By Nathan Faber
On April 1, 2019