http://buyandholdisdeadagain.com Fri, 04 Jun 2010 19:50:31 +0000 http://wordpress.org/?v=2.8 en hourly 1 http://buyandholdisdeadagain.com/2010/06/04/this-may-take-longer-than-i-thought/ http://buyandholdisdeadagain.com/2010/06/04/this-may-take-longer-than-i-thought/#comments Fri, 04 Jun 2010 19:50:31 +0000 Ken http://buyandholdisdeadagain.com/?p=277 Warning: gzinflate() [function.gzinflate]: data error in /home/content/i/l/a/ilanabit/html/wp-includes/http.php on line 1787
In my book, Buy and Hold is Dead (AGAIN), the Case for Active Portfolio Management in Dangerous Markets, I make some intrepid forecasts about the future of the investment industry regarding active or tactical asset allocation.  One of my forecasts was that consumers would demand active management as traditional buy and hold, strategic asset allocation [...]]]> http://buyandholdisdeadagain.com/2010/06/04/this-may-take-longer-than-i-thought/feed/ 0 http://buyandholdisdeadagain.com/2010/04/29/a-new-term-to-consider-asset-allocators/ http://buyandholdisdeadagain.com/2010/04/29/a-new-term-to-consider-asset-allocators/#comments Thu, 29 Apr 2010 16:23:45 +0000 Ken http://buyandholdisdeadagain.com/2010/04/29/a-new-term-to-consider-asset-allocators/ http://buyandholdisdeadagain.com/2010/04/29/a-new-term-to-consider-asset-allocators/feed/ 0 http://buyandholdisdeadagain.com/2010/03/19/water-cooler-conversations/ http://buyandholdisdeadagain.com/2010/03/19/water-cooler-conversations/#comments Fri, 19 Mar 2010 19:04:11 +0000 Ken http://buyandholdisdeadagain.com/?p=272 Warning: gzinflate() [function.gzinflate]: data error in /home/content/i/l/a/ilanabit/html/wp-includes/http.php on line 1787
I recently engaged in some correspondence with a money manager who is a technical trader who makes “non-emotional” trend-following decisions for changing portfolio construction.  I welcome any and all techniques that managers use to manage risk, but I had to smile at the thought of “unemotional” investing.  I know that professional money managers are supposed [...]]]> http://buyandholdisdeadagain.com/2010/03/19/water-cooler-conversations/feed/ 0 http://buyandholdisdeadagain.com/2010/03/15/the-unappreciated-r-squared/ http://buyandholdisdeadagain.com/2010/03/15/the-unappreciated-r-squared/#comments Mon, 15 Mar 2010 21:39:03 +0000 Ken http://buyandholdisdeadagain.com/?p=270 Warning: gzinflate() [function.gzinflate]: data error in /home/content/i/l/a/ilanabit/html/wp-includes/http.php on line 1787
In the parade of Greek letters that are used to describe modern portfolio theory statistics, the most well known is beta.  When William Sharp published his Nobel Prize winning Capital Asset Pricing Model (CAPM) in the 1960’s, he posited that there are two kinds of risk.  One is systematic risk, or market risk which can’t [...]]]> http://buyandholdisdeadagain.com/2010/03/15/the-unappreciated-r-squared/feed/ 0 http://buyandholdisdeadagain.com/2010/03/05/say-it-ain%e2%80%99t-so-gus/ http://buyandholdisdeadagain.com/2010/03/05/say-it-ain%e2%80%99t-so-gus/#comments Fri, 05 Mar 2010 20:45:36 +0000 Ken http://buyandholdisdeadagain.com/?p=267 Warning: gzinflate() [function.gzinflate]: data error in /home/content/i/l/a/ilanabit/html/wp-includes/http.php on line 1787
Occasionally an article will come across my desk and something in it will catch my attention.  This week, William Bissett, a wealth manager here at Pinnacle, dropped me an article published in the Morningstar Advisor called, “Asset Allocation Heavyweights Square Off.”  The piece, written by Ryan Leggio in the Feb/March 2010 issue, featured a conversation [...]]]> http://buyandholdisdeadagain.com/2010/03/05/say-it-ain%e2%80%99t-so-gus/feed/ 0 http://buyandholdisdeadagain.com/2010/03/01/happy-anniversary/ http://buyandholdisdeadagain.com/2010/03/01/happy-anniversary/#comments Mon, 01 Mar 2010 20:10:50 +0000 Ken http://buyandholdisdeadagain.com/?p=265 Warning: gzinflate() [function.gzinflate]: data error in /home/content/i/l/a/ilanabit/html/wp-includes/http.php on line 1787
I hate when I forget an anniversary or a birthday, which is why my wife, Linda, took over the job of remembering family dates for birthdays, anniversaries and the like twenty years ago.  But I didn’t need any help remembering that this month is the Big One for investors and financial planners.  March happens to [...]]]> http://buyandholdisdeadagain.com/2010/03/01/happy-anniversary/feed/ 0 http://buyandholdisdeadagain.com/2009/12/14/why-because/ http://buyandholdisdeadagain.com/2009/12/14/why-because/#comments Mon, 14 Dec 2009 22:21:17 +0000 Ken http://buyandholdisdeadagain.com/?p=257 http://buyandholdisdeadagain.com/2009/12/14/why-because/feed/ 0 http://buyandholdisdeadagain.com/2009/11/30/risk-management-and-money-markets/ http://buyandholdisdeadagain.com/2009/11/30/risk-management-and-money-markets/#comments Mon, 30 Nov 2009 20:54:52 +0000 Ken http://buyandholdisdeadagain.com/?p=255 http://buyandholdisdeadagain.com/2009/11/30/risk-management-and-money-markets/feed/ 0 http://buyandholdisdeadagain.com/2009/11/04/well%e2%80%a6that-was-easy/ http://buyandholdisdeadagain.com/2009/11/04/well%e2%80%a6that-was-easy/#comments Wed, 04 Nov 2009 21:42:37 +0000 Ken http://buyandholdisdeadagain.com/?p=252 http://buyandholdisdeadagain.com/2009/11/04/well%e2%80%a6that-was-easy/feed/ 0 http://buyandholdisdeadagain.com/2009/10/30/pinnacle%e2%80%99s-proprietary-investment-process/ http://buyandholdisdeadagain.com/2009/10/30/pinnacle%e2%80%99s-proprietary-investment-process/#comments Fri, 30 Oct 2009 18:42:10 +0000 Ken http://buyandholdisdeadagain.com/?p=250 http://buyandholdisdeadagain.com/2009/10/30/pinnacle%e2%80%99s-proprietary-investment-process/feed/ 0 http://buyandholdisdeadagain.com/2009/10/20/found-a-high-conviction-forecast/ http://buyandholdisdeadagain.com/2009/10/20/found-a-high-conviction-forecast/#comments Tue, 20 Oct 2009 13:51:36 +0000 Ken http://buyandholdisdeadagain.com/?p=247 http://buyandholdisdeadagain.com/2009/10/20/found-a-high-conviction-forecast/feed/ 0 http://buyandholdisdeadagain.com/2009/10/05/thoughts-on-investment-time-horizons/ http://buyandholdisdeadagain.com/2009/10/05/thoughts-on-investment-time-horizons/#comments Mon, 05 Oct 2009 20:39:37 +0000 Ken http://buyandholdisdeadagain.com/?p=245 http://buyandholdisdeadagain.com/2009/10/05/thoughts-on-investment-time-horizons/feed/ 0