Chapter 2 - Starting With A Process
Legacy | Wealth | Preservation • 14m
How we can often be prone to home country equity bias that leaves our portfolio inadequate...
Points of discussion:
• The importance of Global Asset Class Diversity
• Ray Dalio and the “All Weather Portfolio”
• Making portfolios resistant to inflation and growth shocks
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Chapter 3 - Equilibrium
How we can only produce true diversification if asset classes are held in proper equilibrium...
Points of discussion:
• The 60/40 portfolio and why it’s not diversified, or risk balanced at all
• The advantages of Global Risk Parity Portfolios
• How leverage helps to preserve dive... -
Chapter 4 - Realigning Highly Diversi...
How we can meet our funding obligations when traditional yields are so low...
Points of discussion:
• Rebalancing Premium to generate 3%-5% in excess returns
• The Diversification Ratio and maximally diversified portfolios
• The increased value of maximally diversified commodity s... -
Chapter 5 - Achieving Target Returns
How we can use the Sharpe Ratio and meet financial goals with a maximally diversified portfolio...
Points of discussion:
• Using leverage in a robust and diversified portfolio
• Preserve diversification while achieving target returns
• Credit is not a distinct asset class and does...
