Personal Finance and Investing Blog | ProFolio Capital Managment

Blog

Tactically allocated portfolios attempt to improve on passively allocated portfolios by overweighting outperforming assets and...

Tactically allocated portfolios attempt to improve on passively allocated portfolios by overweighting outperforming assets and...

Tactically allocated portfolios attempt to improve on passively allocated portfolios by overweighting outperforming assets and...

Tactically allocated portfolios attempt to improve on passively allocated portfolios by overweighting outperforming assets and...

How long will the strategically allocated portfolio last in retirement? The investment account starts with 10 times the pre-retirement...

Recall, from the blog post How Much Do We Need To Retire, that the retirement goal was at least 10 times our pre-retirement income in an...

What are the downside risks of the strategically allocated portfolio. Below is the annualized probability distribution function. Recall...

Plotting the portfolio's return and risk versus the return and risk of each of the individual assets shows how well this diversified...

We can create a diversified portfolio by adding alternative assets to the stock/bond mix. The total portfolio consists of domestic stocks...

Alternative assets are assets other than stocks, bonds and cash or cash equivalents. These assets include commodities, real estate and...