Personal Information
Organization / Workplace
Austin, Texas Area United States
Occupation
Portfolio Manager
Industry
Finance / Banking / Insurance
About
After spending twenty six years in the retail brokerage industry I found that proper asset allocation and diversification worked great for my clients as long as the market went up. In severe downturns like the two we experienced over the last decade, investors took no comfort in being down 28% to 40% when the major markets were down 50% or more. Technically they outperformed the market, but down is down and years of potential asset growth were wasted.
Over the past ten years I have developed a volatility and momentum model that helps reduce the risk during market downturns. This model, along with a balanced portfolio of Exchange Traded Funds offers the right mix of asset allocation and ...
Tags
exchange traded funds
portfolio risk management
See more
Presentations
(1)Personal Information
Organization / Workplace
Austin, Texas Area United States
Occupation
Portfolio Manager
Industry
Finance / Banking / Insurance
About
After spending twenty six years in the retail brokerage industry I found that proper asset allocation and diversification worked great for my clients as long as the market went up. In severe downturns like the two we experienced over the last decade, investors took no comfort in being down 28% to 40% when the major markets were down 50% or more. Technically they outperformed the market, but down is down and years of potential asset growth were wasted.
Over the past ten years I have developed a volatility and momentum model that helps reduce the risk during market downturns. This model, along with a balanced portfolio of Exchange Traded Funds offers the right mix of asset allocation and ...
Tags
exchange traded funds
portfolio risk management
See more