“Putting (for) Green?”
Can conservative investors make money with put and call options? We take a look at strategies for writing covered options to provide income and reduce risk in actively managed portfolios.
Posts Tagged ‘Strategy’
Getting Started SIG, July 2010
Thursday, July 15th, 2010Getting Started SIG, June 2010
Saturday, June 12th, 2010“Hedging your portfolio for Inflation/Deflation with ETFs”
We look at how inflation and deflation affect assets and look for investible ETFs that might provide some defense.
Getting Started SIG, April 2010
Saturday, April 10th, 2010“Some things that might work”
We’ll take a look at the CXO Advisory service web site (http://cxoadvisory.com/blog/), a gold mine of “Objective research and reviews to aid investing decision”. The folks at CXO offer informative and quantitative reviews of a mindboggling range of investment strategies. This week we look at a few strategies that seem promising.
Getting Started SIG 13 March
Wednesday, March 17th, 2010“I Know a Hundred Things that Don’t Work”
We’ll take a look at the CXO Advisory service web site (http://cxoadvisory.com/blog/), a gold mine of “Objective research and reviews to aid investing decision”. The folks at CXO offer informative and quantitative reviews of a mindboggling range of investment strategies. And a few of them actually seem to work.
Getting Started SIG 14 November
Saturday, November 14th, 2009Here is the SIG presentation.
Continuing the theme of income-oriented investments, plus some comments on current market conditions and possiblity of a bubble.
Getting Started SIG 10 October
Saturday, October 10th, 2009Here is the SIG presentation.
A look at specific funds for implementing a conservative, diversified bond strategy
Getting Started SIG 8 August
Saturday, August 8th, 2009Here is the SIG presentation.
We will continue our new format of looking at multiple topics, driven by the interest of the group. Queued up are: Jeremy Grantham’s market outlook. Are bonds going to outperform stock? The new bond equation. What the heck IS a bond? How to pick a financial advisor. How to build a portfolio wisely and safely. How to make money investing in the bubble before it bursts.
The Ivy Portfolio (Getting Started SIG 13 June)
Saturday, June 13th, 2009
We review the “Ivy Portfolio” by Mebane Faber, and discuss a comprehensive strategy for “hedge-fund-like returns” (minus the blow-ups) through a diversified and risk-managed portfolio of ETFs.
Buy and Hope – Can we do better? part 2
Saturday, May 9th, 2009We will continue looking at simple (and not-so-simple) timing strategies.
The prudent investor is conventionally advised to hold a diversified portfolio of stocks and bonds, periodically rebalancing to fixed asset allocations, and not to attempt to time the market. We are told to invest in “Stocks for the Long Run”, notwithstanding “In the long run, we are all dead.” The current financial crisis invites us to re-examine this conventional wisdom and look for alternative strategies that might be more effective in volatile bearish or sideways markets over the next several years. We look at research that suggests a simple timing strategy may improve returns and reduce risk.
Buy and Hope – Can we do better?
Thursday, April 16th, 2009On Saturday, 18 April the Getting Started SIG will present:
Buy and Hope – Can we do better?
The prudent investor is conventionally advised to hold a diversified portfolio of stocks and bonds, periodically rebalancing to fixed asset allocations, and not to attempt to time the market. We are told to invest in "Stocks for the Long Run", notwithstanding "In the long run, we are all dead." The current financial crisis invites us to re-examine this conventional wisdom and look for alternative strategies that might be more effective in volatile bearish or sideways markets over the next several years. We look at research that suggests a simple timing strategy may improve returns and reduce risk.
View or download PowerPoint slides
Here is the link to the Mebane Faber paper referenced in the presentation