December 21, 2015: Distressed Assets
We take a note that in addition to the beaten down stocks in 2014, which continue to be in a more distressed state, high yield bonds and oil & gas stocks are joining the distressed asset group.
We take a note that in addition to the beaten down stocks in 2014, which continue to be in a more distressed state, high yield bonds and oil & gas stocks are joining the distressed asset group.
Diversification has hurt global allocation portfolios this year. However, it is still one of the most important tools to control risk and enhance returns in the long term.
Diversification has hurt global allocation portfolios this year. However, it is still one of the most important tools to control risk and enhance returns in the long term.
We propose a simple and intuitive method to show that it is more rewarding to adopt a pragmatic approach in investing: being an investor and speculator combined results in the best returns and smallest risk. We propose a simple and intuitive method to show that