Research

CPI Instant Reaction – Inflation is Not 5%!

Following the May 10 CPI report that shows inflation has dipped under 5%, Leland Abrams of Wynkoop, LLC and a portfolio manager of a...

Structure Your Portfolio to Play Defense in an Effort to Outperform the Market

A good investment strategy is a lot like a championship-winning sports team: you need a great offense and a great defense. With investing, the concept of defense can often be complicated. Just look at the 60/40 portfolio (60% stocks and 40% bonds), which many investors relied upon for decades as an offense/defense strategy. The uncomfortable truth arose last year as investors had to be reminded that there is no inherent relationship that requires bonds to go up when stocks go down. In fact, we are in the type of environment where it is likely that both can go down at the same time.

Why Allocate at Least 20% to a Strategy Designed to Play Both Offense and Defense

Nobody really knows with certainty where the market will go. Rather than time the market, investors could allocate at least 20% to a strategy that is designed to thrive over the long-term in both bear and bull markets by playing both offense and defense in the same portfolio.

Why Allocate at Least 20% to a Strategy Designed to Play Both Offense and Defense

Nobody really knows with certainty where the market will go. Rather than time the market, investors could allocate at least 20% to a strategy that is designed to thrive over the long-term in both bear and bull markets by playing both offense and defense in the same portfolio.

Four Reasons Why You Should Allocate At Least 20% To A Strategy Designed To Play Both Offense And Defense

If your investment portfolio feels derailed this year, you are not alone. Few investments are holding up well. For 2022 year-to-date, stocks are in bear market territory and bonds are close. Even the historically safer 60/40 stock/bond portfolio is close to bear market territory.

Four Reasons Why You Should Allocate At Least 20% To A Strategy Designed To Play Both Offense And Defense

If your investment portfolio feels derailed this year, you are not alone. Few investments are holding up well. For 2022 year-to-date, stocks are in bear market territory and bonds are close. Even the historically safer 60/40 stock/bond portfolio is close to bear market territory.

Chart of the Week: Are Markets on the Mend?

Chart of the Week: Are Markets on the Mend?

Why 50/30/20 Makes More Sense Than 60/40 For This Market Environment

In an environment set up to be a lost decade for many traditional asset classes, a potentially compelling option is moving from a 60/40 to a 50/30/20 portfolio allocation model to integrate a fund like the Catalyst/Millburn Hedge Strategy Fund (MBXIX), which has generated positive returns in both bull and bear markets.

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