SWEET! A MEDIA REQUEST.

SWEET! A MEDIA REQUEST.

We live in a timing and selection culture where the majority of the participants in the game of investing believe and ‘optimize’ around superior market timing and investment selection. As anecdotal proof of this concept… Yesterday, I received a request for a...

Portfolio Process Vs. Performance In 2014

2014 pitted our desire for performance against our commitment to process. Before we ask questions about portfolio performance, we must remind ourselves that while the past is (at least) partially knowable, futures are ALWAYS unknown. The fact of the unknowability of...

Is Building a Buy & Forget Portfolio a Good Idea? December 24, 2012

IS BUILDING A BUY-AND-FORGET PORTFOLIO A GOOD IDEA? Should you create a portfolio that tries to capture long-term trends? Well, FORTUNE Magazine thought it was a good idea, so back on August 14, 2000, they published a list of 10 stocks and said, “If you’re...