Archive for April 2022

Why the anger? Some people like focus while others do not. So, what exactly are the arguments for heavy diversification versus concentrated portfolios. To paraphrase two well-known investors – anybody who diversifies an investment portfolio must be an idiot or a moron. These statements can be attributed to billionaire entrepreneur and television personality, Mark Cuban…

Whether you are super wealthy or just the average retiree, you might be concerned about outliving your current income or preserving your wealth. To avoid outliving your current retirement income, you first need to determine how much of your nest egg you need to invest to generate the amount of income you need over your…

Investors want both low volatility and the highest possible returns. Unfortunately, that option is not always available but not because there are no strategies but because of investor temperament. Choosing an investment strategy that is suitable for an individual investor is not as easy as it seems. Whether an investor manages his or her own…

Alternative investments are generally used by investors to diversify their investments beyond the typical asset classes of stocks, bonds, and cash. Alternative investments are usually private equity funds, private REITs, private real estate funds, hedge funds, or venture capital funds. The hope of diversifying with these alternative assets is to reduce volatility and increase your…