Flirting with Models

The Research Library of Newfound Research

Tag: sequence risk

The Path-Dependent Nature of Perfect Withdrawal Rates

The perfect withdrawal rate in a retirement portfolio contains more risk than meets the eye. The order of returns is extremely important.

Drawdowns and Portfolio Longevity

We find that a long or prolonged drawdowns early in an investor’s retirement can dramatically increase the probability of failure.

The New Glide Path

Investors have traditionally utilized a stock/bond glide path in order to control for sequence risk. Where does trend following fit in?

Risk Ignition with Trend Following

Trend following strategies may represent a beneficial diversifier for conservative portfolios going forward, potentially allowing investors to more fully participate with equity market growth without necessarily fully exposing themselves to equity market risk.

Tactical, But When?

We believe that investors should most actively seek to manage risk when they are most susceptible to sequence risk, i.e. the years around retirement.
You are about to leave thinknewfound.com and are being redirected to the website for Newfound Research Funds.