May 2022.
Investor Strategy.
This month, the nature of the downdraft in markets gives us a good opportunity to revisit the portfolio construction theme. While the markets deserve their splatter of pixels (which we give briefly in the market recap), we focus on the fixed income portion of the portfolio.
Given we are seeing the worst drawdown in bonds in decades, we will review why we own bonds, what value they add to a portfolio, and what factors go into selecting the portfolio components.
Investor Strategy
Everyone loves balloons until they pop
3 November 2025. Investor Strategy.
Investor Strategy
Defying gravity
October 2025. Investor Strategy. 2025 has been an awesome year from an investment perspective, gains a-plenty and few pain points. How much of the good…
Investor Strategy
Playing “D” (diversification, that is)
September 2025. Investor Strategy. We are coming into a seasonal challenging period. Finding diverse sources of diversification remains prudent for portfolios with so many moving…