We make some educated discussions on why global tactical asset allocation is not ‘popular’.
We report the latest performance of permanent portfolios and all weather portfolios. We also discuss the future performance of the permanent portfolio.
Asset allocation funds can be used to further diversify one’s holdings. Furthermore, good fund managers’ insights can broaden our perspective on current investment environment.
Risk is everywhere. We manage it daily. The last minute play in Super Bowl 2015 is a classic example to illustrate the importance of risk management. We also discuss risk in our current environment and call for risk aversion.