Creating an effective, all-weather portfolio cannot be achieved with passive investing or broadly diversified portfolio. Only active management can address all stages of the market cycle.
With less than a month to the election, we look at the dangers of overconfidence, analyze sector performance under tremendously different legislative environments, and discuss whether you should reduce risk prior to November 3rd. “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” -Mark […]