All Weather Strategy Archives - Page 8 of 8

A. Stotz All Weather Strategy – January 2020

By A. Stotz Investment Research | February 11, 2020 |

All Weather Strategy: The All Weather Strategy has slightly underperformed World equity in terms of return but at a much lower risk. Equity has some near-term support, and we have a 65% target allocation; Japan is overweight. Continued geopolitical tensions and coronavirus outbreak make us continue to like gold.

Do Not Avoid Risk, Manage It

By Andrew Stotz | August 20, 2019 |

An essential part of investing is risk management; in the long run risk management often matters more than picking the highest performing assets at certain points in time.

Gold Can Shine in Market Downturns

By Andrew Stotz | June 28, 2019 |

Gold has been a store of value for thousands of years and is sought for in times of uncertainty. Gold is highly liquid, bears no credit risk, and can work as a true diversifier to your portfolio as it usually has a low correlation to other asset classes.

Einstein’s Eighth Wonder of the World

By Andrew Stotz | May 3, 2019 |

Ever heard someone say: “money doesn’t grow on trees”? I’m here to challenge that statement, and my argument is not that most money is made of paper. But rather what Einstein referred to as the eighth wonder of the world.

We Aren’t All Skinny nor Financially Independent

By Andrew Stotz | April 23, 2019 |

The news was shocking. It turns out her mother had only US$35,000 in her retirement account. An impossible amount to retire on. I learned that knowledge is not enough. Think of all the books about losing weight. The knowledge is there. So are we all skinny?

Two Types of Risk, but Only One Really Matters

By Become a Better Investor | April 17, 2019 |

The risk that really matters when investing is the risk of not having enough wealth to meet your future goal, so-called shortfall risk. We must accept some level of volatility but too much volatility can be so painful it leads to bad decisions.

Don’t Trust Your Piggy Bank, It Won’t Keep Your Money Safe

By Become a Better Investor | April 11, 2019 |

Keeping cash means you’re losing in real terms. While cash may feel safe, as the value doesn’t move up or down all the time, due to inflation, you’re losing in real terms. Your piggy bank is a robber!