Archive for September, 2015:

All Season’s Strategy – All Weather – Risk Parity

Written on September 16th, 2015 by Jamesno shouts

As a follow on to the last PerFI FYI video that included a discussion of Ray Dalio’s All Season investing strategy, I wanted to include this article from Yahoo Finance.  There was some speculation that these Risk Parity type approaches contributed to the market volatility a few weeks back:

Yahoo Finance Ray Dalio

is it time to invest in Emerging Markets?

Written on September 10th, 2015 by Jamesno shouts

I like pictures.  They tend to tell a better story of what is actually happening.  Case in point is this chart of Emerging Markets fund, EEM.  This is the proxy for how Emerging Markets are performing, pretty lousy for the past 4 years!  Most investment models say that you should have 3 to 5% allocated toward Emerging Markets, but it hasn’t worked so well.  I’ve been out of Emg Mkts for over a year now (outside of India), but the asset class is coming back on my radar screen.  I will look to possibly add this asset back to client accounts later this year or early next:

 

Personal Finance FYI: Episode 7 – portfolio strategies from Tony Robbins book Money Master the Game

Written on September 3rd, 2015 by Jamesno shouts

Today’s episode covers portfolio models from David Swensen of the Yale Endowment and Ray Dalio’s All Season Strategy as outlined in Tony Robbins’ book Money Master the Game.