Recently, I saw a 79-year old chart that proved stock returns are vastly superior to bonds. Should I forget bonds and just concentrate on stocks? No – The chart is both historically accurate and highly misleading. Investors are often statistically seduced by such historical “proof” because they fail to understand the context in which the […]
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Portfolio Stress testing is an approach that looks at the risks and potential losses an investor faces. The process is both a science and an art. The science is in knowing how various investments have historically behaved. The art is in interpreting historical data and applying it to the current situation. A good stress test
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A truly diversified portfolio contains securities that zig when other securities zag. That means owning stocks, bonds, or mutual funds that do not react in the same way to a given economic environment. For example, many investors make the mistake of buying a portfolio of recently top performing funds. What they can wind up with
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