Chapter 3 - Equilibrium
Legacy | Wealth | Preservation • 19m
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 diversification
Up Next in Legacy | Wealth | Preservation
-
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... -
Chapter 6 - Raising The Stakes
How we can add more bets to maximize diversity...
Points of discussion:
• Style Premium, Factors, Smart Beta
• Efficient negative Sharpe ratios
• Redemptions and “Noise Traders”
