by James Damschroder | January 13, 2023 | Portfolio ThinkTank
Clarity of goals: An IPS provides a clear and concrete set of investment goals that can be used to guide investment decisions. Risk management: An IPS can help to identify and manage risk by outlining the types of investments that are appropriate given the...
by James Damschroder | January 10, 2022 | Portfolio ThinkTank, Uncategorized |
You can analyze a portfolio better than 99% of professional investors using what I teach in this video. I used to sell this portfolio analytics software to professional investors for thousands of dollars and now I am doing my part to democratize investments by giving...
by James Damschroder | September 28, 2021 | Portfolio ThinkTank |
I don’t usually advocate trading due to the higher probability of loss ascribed to the predominance of cognitive bias and behavioural economics. Note from personal experience that an awareness of such risk is insufficient to curtail the risks. For those that...
by James Damschroder | May 26, 2021 | Uncategorized |
Just like Deion Sanders on the field, diversification goes both ways. Most investors intuit the benefit of defensive diversification, but diversification can play offense, too. The defensive ability of diversification to protect capital is a function of the...
by James Damschroder | May 11, 2021 | Portfolio ThinkTank |
You need to restructure your conservative bond – heavy portfolios because of the risk and likelihood of rising inflation. Cutting your fixed income exposure in half is a good starting point. It’s likely that your conception of risk fails to account, in...
