When is Beta/Alpha Appropriate to Use?
https://youtu.be/o_EN6512BfQ Modern Portfolio Theory (Beta/Alpha) is a good measure to use when analyzing an active manager. However, it is backward looking and should not be used for analyzing specific securities. Watch our market update to learn why.
Portfolio Protection – Where to Invest Now!
https://youtu.be/Nb1QviIvYLc The way to protect your portfolio from a down market is by investing in alternative (non-correlated) investments. THOR uses our THORdex to determine when it is best to own alternatives. With the THORdex at 74, now is a good time to have alternatives in your portfolio.
What Does It Mean To Have A Diversified Portfolio?
There are many misconceptions about diversification and what it means to have a diversified portfolio. One of the questions I get a lot is: “I own XYZ stock. Is it a good time to sell it?”. Usually, my immediate follow up, even before looking into the stock, is how big of a position is the stock in your portfolio […]
Market Sell-Off Update: Why Diversification Matters
Before the recent sell-off, the S&P 500 was more overvalued than the beginning of 2000 (when looking at price-to-sales ratio). This market sell-off is also different than that of 2000. Here we have seen all parts of the market sell-off initially. In 2000 this was not the case. There were places in the market that […]