“After years of 100% stock investing, I began looking for better strategies several years ago. I started with taking the Robert Shiller's Financial Markets course on Open Yale which introduced me to efficient portfolio frontier. David Swenson was a guest, leading me to study his background and portfolio. And finally I came across The Ivy Portfolio. Since then I've read all your white papers including your recently release Trinity Portfolio. I'm a numbers guy and appreciate the data-based back testing of various strategies. The podcast are great to gain greater depth of understanding on investment strategy.
I have several questions for you:
1) For short term investigating (2 to 5 years out) looking for modest gains with near zero draw down risk, do you have advice on a less risky portfolio.
2) Until a few years ago, my 401K portfolio choices were limited to stocks, bonds and cash. Since then my employer has added a Brokeragelink option for 50% of the portfolio allowing investment in additional asset classes. In my case where 50% of the portfolio is limited to stocks, bonds and cash it's a challenge to implement the Ivy portfolio with a rotation system. My risk tolerance is to pursue the IVY portfolio with trend and rotation. Or in your Trinity Portfolio, I would prefer to follow the Global Trend. Do you have any advice for this 50/50 portfolio scenario?”Read full review »
Steve0801 via Apple Podcasts ·
United States of America ·
08/06/16
“Meb continues to prove he's one of the hardest working men in finance. His books and blog are a labor of love and are some of the freshest, most comprehensive approaches to modern quant research. Cambria provides a treasure trove of research (much of it free) that will provide you with...”Read full review »
SuenoKing via Apple Podcasts ·
United States of America ·
07/19/16
“Sound research-based information and guidance. Smart expert guests with valuable points of view. Useful adjunct to Meb's blog, white papers, and Cambria website. Highly recommended.”Read full review »
FormerDGI via Apple Podcasts ·
United States of America ·
08/20/16
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