Portfolio Management

alternative asset classes

The 5 Alternative Asset Classes That Could Outperform the S&P 500 This Decade

Investors Are Quietly Stepping Off the Beaten Path You’re not imagining it. Traditional 60/40 portfolios are underperforming, and the S&P 500 is increasingly top-heavy with a handful of mega-cap stocks masking broader market fragility. As inflation proves sticky, interest rates remain elevated, and geopolitical tensions disrupt global trade, the case for alternative asset classes has […]

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kelly criterion position sizing

Kelly Criterion Position Sizing: Avoid the Trap of Overbetting and Underbetting

You already know that your edge comes from buying undervalued stocks and letting them work over time. But even with a sound process and solid research, you keep second-guessing your trades. You hesitate when it’s time to enter. You trim winners too early. You panic when a position dips. The problem isn’t your strategy, it’s

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factor etfs

The Dirty Little Secret Behind Most Factor ETFs (And What You Should Do Instead)

Why You Should Be Wary of Factor ETFs? You already know that factors like value, momentum, quality, and low volatility have a long track record of outperformance. That’s why the explosion of “factor ETFs” looks so tempting on the surface. But here’s the dirty little secret Wall Street doesn’t advertise: most factor ETFs dilute your

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barbell investment strategy

The Barbell Investment Strategy: How to Play Defense and Offense at the Same Time

Markets today are both unpredictable and unforgiving. Inflation won’t go quietly. Interest rates are stubborn. Risk assets are twitchy. But amid all this noise, one strategy helps you sidestep paralysis and take calculated risks: the barbell investment strategy. This isn’t about balance. It’s about controlled extremes: combining safe assets on one side and high-reward plays

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portfolio allocation strategies

40 Portfolio Allocation Strategies for Smarter, Stronger Investing

Every investor hits the same wall at some point. You’ve done the research, built conviction in your ideas, and then comes the inevitable question: How much do I invest in each one? Or even broader: How do I spread my capital across different asset classes, ideas, and risk levels? There’s no one-size-fits-all. But there are

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difference between stocks and etf

Stocks vs. ETFs: Which One Deserves a Place in Your Value Portfolio?

ETFs promise instant diversification. Stocks offer control and precision. But the smartest investors know there’s a third option that combines both, and it may just change how you allocate capital. The Choice That Shapes Your Portfolio’s Destiny Most investors treat the decision between stocks and ETFs as a matter of convenience. But if you’re serious

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rebalancing in factor based investing

Why Rebalancing Is Non-Negotiable in Factor-Based Investing

Most investors nod along when they hear about portfolio rebalancing. Yet when real money is on the line, emotions take over. It feels counterintuitive to sell your winners and add to your laggards. But if you use a factor based investing strategy, especially one that depends on the interplay between value, size, momentum, quality, or

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understanding investment risk

Understanding Investment Risk: How to Protect Your Portfolio Without Killing Your Returns

You don’t need to eliminate risk. You need to understand it, isolate it, and price it correctly. The biggest mistake investors make is treating all risk the same—panicking when markets fall, diversifying blindly, or refusing to act because the future looks uncertain. But the truth is: you don’t get paid for avoiding risk—you get paid

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asset allocation strategies

How the Best Value Investors Allocate Capital Across Asset Classes (Without Guessing the Market)

Smart Capital Allocation Separates Winners From Average Investors You’ve probably seen it happen—two investors buy similar stocks, but only one walks away with real wealth. The difference isn’t the stock picks. It’s how they allocate capital. Asset allocation is more than a pie chart—it’s the lens through which value investors make high-conviction, risk-aware decisions. And

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Carhart 4 Factor Model

Why the Carhart 4 Factor Model Still Matters (Even for Value Investors Who Ignore It)

You might think of the Carhart 4 Factor Model as an academic tool best left to quants and finance professors. But if you’re building a portfolio with real money and expecting it to outperform, this model can be a powerful ally. It doesn’t replace your process—it sharpens it. Whether you lean into small-cap value like

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