→ 👨💻 MODEL PORTFOLIOS: A little over three years years ago, we launched a suite of free-to-subscribe, open-architecture strategic model portfolios. In a few weeks (Tuesday, December 10th), we'll be hosting a webinar for those interested in learning more about them. You can sign up here.
This week, we're trying something a little different.
I gave a talk at a conference two weeks ago that was fairly well received. So I thought I would go ahead and record the talk and publish it as a video.
The presentation is on the idea of risk management and diversification. Specifically, we explore the idea that prudent diversification should go beyond considering just what we invest in, but also how or when we make those decisions.
Our ideas of what, how, and when diversification is not new to long-term readers, but I hope the talk provides a better framework for how these concepts tie into other important ideas we focus on here at Newfound, including:
- The risks of failing fast and slow;
- Investment vs investor returns; and
- Our philosophy that "risk cannot be destroyed, only transformed."
The video is a departure from our usual research note format, so let us know what you think; your feedback is greatly appreciated.
You can watch the presentation here.
P.S. In observance of American Thanksgiving, we will not be publishing a research note next week.
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What We're Reading
→ BOND FACTORS: "Beyond carry and momentum, they propose an approach to defensive investing that considers the safe-haven nature of government bonds. These two main styles may be complemented by value and a reversal factor in order to achieve returns independently from broad movements in interest rates." Beyond Carry and Momentum in Government Bonds