Blog Posts

Investing in real estate is appealing for many, offering the potential for equity-like returns and diversification in one’s investment portfolio. However, purchasing physical property is not the only way to participate in the real estate market. Not to mention that doing that can be expensive to get started and leave oneself highly concentrated in one […]

The notion of adopting a single, global currency has been a subject of numerous debates and discussions. It’s an idea that, on the surface, appears to offer many benefits, such as eliminating exchange rate risks and facilitating global trade. However, the reality of implementing such a system (beyond a limited economic sphere) is impractical. This […]

The Scott Burns Couch Potato Portfolio is a simple, easy-to-understand investment strategy that has gained popularity among investors looking for a hands-off approach to growing their wealth. This portfolio was developed by financial columnist Scott Burns, who recognized the need for a simple investment method that required minimal effort and expertise. In this article, we […]

The Gone Fishing Portfolio (GFP) offers a straightforward approach to asset allocation, making it an attractive option for those looking to build a diversified and relatively low-maintenance investment portfolio. This portfolio strategy consists of 65% stocks, 30% fixed income, and 5% commodities. In this article, we look into the allocation strategy, advantages, and disadvantages of […]

Many strategies and approaches exist to help investors achieve their financial goals. One such strategy that has gained popularity among long-term investors is the Paul Merriman Ultimate Buy and Hold Strategy. This strategy, developed by financial expert and author Paul Merriman, emphasizes the importance of diversification and buy-and-hold investing to achieve long-term growth. In this […]

The Yale Portfolio, pioneered by the late endowment fund manager David Swensen, has gained attention and admiration for its unique investment strategy and long-term outperformance. As the Chief Investment Officer of Yale University’s Endowment, Swensen helped popularize the endowment investing approach to other market participants (e.g., hedge funds, traders), reshaping traditional approaches and creating a […]

Achieving the right balance in one’s investment portfolio is considered by many to be important for long-term financial success. The Golden Butterfly Portfolio is an investment strategy designed to provide stability, growth, and a hedge against inflation while lowering risk. This article will look at the allocation, advantages, and disadvantages of the Golden Butterfly Portfolio, […]

The Harry Browne Permanent Portfolio is an investment strategy designed to offer a balanced approach, safeguarding assets during economic downturns while still achieving long-term growth. This approach, named after the late American economist and investment analyst Harry Browne, aims to mitigate risk and provide a stable investment foundation. In this article, we’ll look at the […]

Flows and positioning play a vital role in shaping the performance of various macro asset classes within the context of portfolio construction. Understanding these factors can help investors make informed decisions about their trades and investments and optimize their portfolios for maximum returns. In this article, we’ll discuss the implications of flows and positioning on […]

Portfolio optimization is a very important aspect of financial management and trading and investment strategies. It involves the process of selecting the optimal mix of assets to maximize returns while minimizing risk, allowing traders/investors to achieve their financial goals. Over the years, various techniques have been developed to improve the efficiency and effectiveness of portfolio […]