Uncorrelated Assets – Part II – Pay Attention To What Hasn’t Performed Well
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This part II took a longer time coming than what was originally planned, so thanks for waiting. Part I of “Uncorrelated Assets” was written three weeks ago on May 11th, here.
While a better title could have been “Portfolio construction” or portfolio diversification, the process is a little more nuanced than one title can project, since – as an advisor – you want to outperform the benchmark for every client, but also try and mitigate downside in the…
