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Invest like a pro
A blog for pros (and “Joes”) on life, investments, markets, & the quest for true wealth.
Intra-year volatility plus a market update
As a portfolio manager, my job is to work hard to minimize these drawdowns while also helping you persist through them as an investor guided by history and data. As it relates to this current market environment, investors who have held steady to their investment plan have (fairly quickly) been rewarded for doing so.
COVID-19: chaos and opportunity
“This time it’s different.” Every panic in the past has garnered this label. This one certainly has a right to claim it is different as well. What we are seeing in financial markets right now is, by some measures, an unprecedented amount of volatility…
Asset classes & rolling returns
Let’s take a look at 1, 5, 10, and 20 yr rolling returns from 1950-2018 for three different type of portfolios: 1) Stocks 2) Bonds 3) 50% Stocks/50% Bonds.
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