35/55/3/3/4: The Gold Standard Of Portfolio Construction?
“You can have a portfolio that returns a lot, with a lot less risk,” declares the author of today’s article. He has long advocated a…
Return
Assessing The Options For Investing In A Low-Return World
When investing in a low-return environment such as today’s, Oaktree Capital’s Howard Marks sees investors as having six options, ranging from increasing their risk level…
The Case For The Good Enough Portfolio
As an investor, is being “good enough” good enough? The author of today’s article compares the returns of two hypothetical portfolios with the same 60/40…
Stars, Cash Cows Or Dogs: Which Companies Offer The Greatest Shareholder Returns?
Which companies provide the greatest shareholder returns – Stars (high growth, high cash flow return on investment), Dogs (low growth, low CFROI), Cash Cows (low…
The Post-Election Landscape For Gold
Today’s article examines what lies ahead for gold in the post-election landscape. Specifically, the author seeks to determine whether the two conditions he believes need…