The Ivy Portfolio

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The Ivy Portfolio

Mebane T. Faber,Eric W. Richardson
The Ivy Portfolio Book PDF

Author : Mebane T. Faber,Eric W. Richardson
Publisher : John Wiley & Sons
Page : 246 pages
File Size : 40,8 Mb
Release : 2011-04-05
Category : Business & Economics
ISBN : 9781118008850

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The Ivy Portfolio by Mebane T. Faber,Eric W. Richardson Pdf

A do-it-yourself guide to investing like the renowned Harvard and Yale endowments. The Ivy Portfolio shows step-by-step how to track and mimic the investment strategies of the highly successful Harvard and Yale endowments. Using the endowment Policy Portfolios as a guide, the authors illustrate how an investor can develop a strategic asset allocation using an ETF-based investment approach. The Ivy Portfolio also reveals a novel method for investors to reduce their risk through a tactical asset allocation strategy to protect them from bear markets. The book will also showcase a method to follow the smart money and piggyback the top hedge funds and their stock-picking abilities. With readable, straightforward advice, The Ivy Portfolio will show investors exactly how this can be accomplished—and allow them to achieve an unparalleled level of investment success in the process. With all of the uncertainty in the markets today, The Ivy Portfolio helps the reader answer the most often asked question in investing today - "What do I do"?

Global Asset Allocation

MR Mebane T Faber
Global Asset Allocation Book PDF

Author : MR Mebane T Faber
Publisher : Mebane Faber
Page : 132 pages
File Size : 45,9 Mb
Release : 2015-04-20
Category : Electronic
ISBN : 0988679922

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Global Asset Allocation by MR Mebane T Faber Pdf

With all of our focus on assets - and how much and when to allocate them - are we missing the bigger picture? Our book begins by reviewing the historical performance record of popular assets like stocks, bonds, and cash. We look at the impact inflation has on our money. We then start to examine how diversification through combining assets, in this case a simple stock and bond mix, works to mitigate the extreme drawdowns of risky asset classes. But we go beyond a limited stock/bond portfolio to consider a more global allocation that also takes into account real assets. We track 13 assets and their returns since 1973, with particular attention to a number of well-known portfolios, like Ray Dalio's All Weather portfolio, the Endowment portfolio, Warren Buffett's suggestion, and others. And what we find is that, with a few notable exceptions, many of the allocations have similar exposures. And yet, while we are all busy paying close attention to our portfolio's particular allocation of assets, the greatest impact on our portfolios may be something we fail to notice altogether...

Foundation and Endowment Investing

Lawrence E. Kochard,Cathleen M. Rittereiser
Foundation and Endowment Investing Book PDF

Author : Lawrence E. Kochard,Cathleen M. Rittereiser
Publisher : John Wiley & Sons
Page : 325 pages
File Size : 46,5 Mb
Release : 2010-12-28
Category : Business & Economics
ISBN : 9781118045008

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Foundation and Endowment Investing by Lawrence E. Kochard,Cathleen M. Rittereiser Pdf

In Foundation and Endowment Investing, authors Lawrence Kochard and Cathleen Rittereiser offer you a detailed look at this fascinating world and the strategies used to achieve success within it. Filled with in-depth insights and expert advice, this reliable resource profiles twelve of the most accomplished Chief Investment Officers within today’s foundation and endowment community—chronicling their experiences, investment philosophies, and the challenges they face—and shares important lessons that can be used as you go about your own investment endeavors.

Weekend Trend Trader

Nick Radge
Weekend Trend Trader Book PDF

Author : Nick Radge
Publisher : Radge Publishing
Page : 128 pages
File Size : 48,5 Mb
Release : 2024-06-28
Category : Business & Economics
ISBN : 8210379456XXX

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Weekend Trend Trader by Nick Radge Pdf

The Weekend Trend Trader is a trading strategy designed for people who want a simple to follow trading plan that trades just once a week. An ideal investment strategy for people who work full time but are actively planning for their retirement. Weekend Trend Trader is designed for and tested on the US stock Market. The Weekend Trend Trader strategy is a turnkey strategy that uses no discretion. In other words the strategy has a set of rules and users should understand why they entered a trade and when and how they will exit. Because the rules are strictly and mathematically defined we are able to back test the strategy on historical data. This enables us to understand the strategy’s nuances and therefore better understand how the journey to success will be travelled. The strategy is a combination of several tools that: * ensures you will always be aligned with the trend of the broader market * enters positions at specific points and with reasonable confirmation * manages existing positions with a trailing stop loss * defends existing positions if the trend of the broader market reverses * outlines how much to invest in each position. We will fully step through each of these points in detail and slowly build the system from the ground up.

Pragmatic Capitalism

Cullen Roche
Pragmatic Capitalism Book PDF

Author : Cullen Roche
Publisher : St. Martin's Press
Page : 252 pages
File Size : 55,6 Mb
Release : 2014-07-08
Category : Business & Economics
ISBN : 9781137438065

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Pragmatic Capitalism by Cullen Roche Pdf

Being successful in the modern world of finance requires a more in-depth understanding of our global economies on a macro level. What does a shifting demographic cycle mean? How does the explosive growth of emerging markets matter? Why does the world's population affect my portfolio? Does the global monetary system impact my results this year? How does government intervention in markets impact my strategy? In Pragmatic Capitalism, Cullen Roche explores how our global economy works and why it is more important now than ever for investors to understand macroeconomics. Cullen Roche combines his expertise in global macro portfolio management, quantitative risk management, behavioral finance, and monetary theory to explain to readers how macroeconomics works, and provides insights and suggestions for getting the most out of their investment strategies. This book will uncover market myths and explain the rise of macroeconomics and why it impacts the readers' portfolio construction. Pragmatic Capitalism is a must for any sophisticated investor who wants to make the most of their portfolio.

7Twelve

Craig L. Israelsen
7Twelve Book PDF

Author : Craig L. Israelsen
Publisher : John Wiley & Sons
Page : 164 pages
File Size : 52,5 Mb
Release : 2010-07-02
Category : Business & Economics
ISBN : 9780470649879

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7Twelve by Craig L. Israelsen Pdf

A proven way to put together a portfolio that enhances performance and reduces risk Professor Craig Israelsen of Brigham Young University is an important voice in the area of asset allocation. The reason? He keeps things simple. Now, in 7Twelve, he shows you how to do the same, and demonstrates how his approach to investing can help you grow your money as well as protect it. 7Twelve outlines a multi-asset balanced portfolio that is a logical starting point when assembling a portfolio-either as the blueprint for the entire portfolio or as a significant building block. Page by page, he will show you how to create a balanced portfolio utilizing multiple asset classes to enhance performance and reduce risk. Discusses how the 7Twelve portfolio includes seven core asset classes and utilizes twelve specific mutual funds or exchange traded funds Details the tax efficiency of this specific investment approach Shows you how to use the 7Twelve portfolio as a pre-retirement accumulation portfolio or a post-retirement distribution portfolio If you want to build a well-balanced, multi-asset portfolio, 7Twelve is the book for you.

Smarter Investing in Any Economy

Michael J. Carr
Smarter Investing in Any Economy Book PDF

Author : Michael J. Carr
Publisher : Traders Press
Page : 228 pages
File Size : 50,5 Mb
Release : 2008
Category : Business & Economics
ISBN : 1934354058

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Smarter Investing in Any Economy by Michael J. Carr Pdf

This book is about letting the little guy do what the big guy has always done. Hedge funds, pension funds, and other institutions have always used relative strength investing to rack up big returns, yet the methodology has never been presented to the individual investor as a viable, easy-to-understand investment strategy, as it is in this book.

Pioneering Portfolio Management

David F. Swensen
Pioneering Portfolio Management Book PDF

Author : David F. Swensen
Publisher : Simon and Schuster
Page : 433 pages
File Size : 47,9 Mb
Release : 2009-01-06
Category : Business & Economics
ISBN : 9781416554035

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Pioneering Portfolio Management by David F. Swensen Pdf

In the years since the now-classic Pioneering Portfolio Management was first published, the global investment landscape has changed dramatically -- but the results of David Swensen's investment strategy for the Yale University endowment have remained as impressive as ever. Year after year, Yale's portfolio has trumped the marketplace by a wide margin, and, with over $20 billion added to the endowment under his twenty-three-year tenure, Swensen has contributed more to Yale's finances than anyone ever has to any university in the country. What may have seemed like one among many success stories in the era before the Internet bubble burst emerges now as a completely unprecedented institutional investment achievement. In this fully revised and updated edition, Swensen, author of the bestselling personal finance guide Unconventional Success, describes the investment process that underpins Yale's endowment. He provides lucid and penetrating insight into the world of institutional funds management, illuminating topics ranging from asset-allocation structures to active fund management. Swensen employs an array of vivid real-world examples, many drawn from his own formidable experience, to address critical concepts such as handling risk, selecting advisors, and weathering market pitfalls. Swensen offers clear and incisive advice, especially when describing a counterintuitive path. Conventional investing too often leads to buying high and selling low. Trust is more important than flash-in-the-pan success. Expertise, fortitude, and the long view produce positive results where gimmicks and trend following do not. The original Pioneering Portfolio Management outlined a commonsense template for structuring a well-diversified equity-oriented portfolio. This new edition provides fund managers and students of the market an up-to-date guide for actively managed investment portfolios.

Modern Asset Allocation for Wealth Management

David M. Berns
Modern Asset Allocation for Wealth Management Book PDF

Author : David M. Berns
Publisher : John Wiley & Sons
Page : 144 pages
File Size : 50,8 Mb
Release : 2020-06-03
Category : Business & Economics
ISBN : 9781119566946

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Modern Asset Allocation for Wealth Management by David M. Berns Pdf

An authoritative resource for the wealth management industry that bridges the gap between modern perspectives on asset allocation and practical implementation An advanced yet practical dive into the world of asset allocation, Modern Asset Allocation for Wealth Management provides the knowledge financial advisors and their robo-advisor counterparts need to reclaim ownership of the asset allocation component of their fiduciary responsibility. Wealth management practitioners are commonly taught the traditional mean-variance approach in CFA and similar curricula, a method with increasingly limited applicability given the evolution of investment products and our understanding of real-world client preferences. Additionally, financial advisors and researchers typically receive little to no training on how to implement a robust asset allocation framework, a conceptually simple yet practically very challenging task. This timely book offers professional wealth managers and researchers an up-to-date and implementable toolset for managing client portfolios. The information presented in this book far exceeds the basic models and heuristics most commonly used today, presenting advances in asset allocation that have been isolated to academic and institutional portfolio management settings until now, while simultaneously providing a clear framework that advisors can immediately deploy. This rigorous manuscript covers all aspects of creating client portfolios: setting client risk preferences, deciding which assets to include in the portfolio mix, forecasting future asset performance, and running an optimization to set a final allocation. An important resource for all wealth management fiduciaries, this book enables readers to: Implement a rigorous yet streamlined asset allocation framework that they can stand behind with conviction Deploy both neo-classical and behavioral elements of client preferences to more accurately establish a client risk profile Incorporate client financial goals into the asset allocation process systematically and precisely with a simple balance sheet model Create a systematic framework for justifying which assets should be included in client portfolios Build capital market assumptions from historical data via a statistically sound and intuitive process Run optimization methods that respect complex client preferences and real-world asset characteristics Modern Asset Allocation for Wealth Management is ideal for practicing financial advisors and researchers in both traditional and robo-advisor settings, as well as advanced undergraduate and graduate courses on asset allocation.

The Permanent Portfolio

Craig Rowland,J. M. Lawson
The Permanent Portfolio Book PDF

Author : Craig Rowland,J. M. Lawson
Publisher : John Wiley & Sons
Page : 358 pages
File Size : 46,7 Mb
Release : 2012-09-05
Category : Business & Economics
ISBN : 9781118331569

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The Permanent Portfolio by Craig Rowland,J. M. Lawson Pdf

An up close look at an investment strategy that can handle today's uncertain financial environment Market uncertainty cannot be eliminated. So rather than attempt to do away with it, why not embrace it? That is what this book is designed to do. The Permanent Portfolio takes you through Harry Browne's Permanent Portfolio approach—which can weather a wide range of economic conditions from inflation and deflation to recession—and reveals how it can help investors protect and grow their money. Written by Craig Rowland and Mike Lawson, this reliable resource demonstrates everything from a straightforward four-asset Exchange Traded Fund (ETF) version of the strategy all the way up to a sophisticated approach using Swiss bank storage of selected assets for geographic and political diversification. In all cases, the authors provide step-by-step guidance based upon personal experience. This timeless strategy is supported by more than three decades of empirical evidence The authors skillfully explain how to incorporate the ideas of the Permanent Portfolio into your financial endeavors in order to maintain, protect, and grow your money Includes select updates of Harry Browne's Permanent Portfolio approach, which reflect our changing times The Permanent Portfolio is an essential guide for investors who are serious about building a better portfolio.

Quantitative Value, + Web Site

Wesley R. Gray,Tobias E. Carlisle
Quantitative Value Web Site Book PDF

Author : Wesley R. Gray,Tobias E. Carlisle
Publisher : John Wiley & Sons
Page : 293 pages
File Size : 50,7 Mb
Release : 2012-12-26
Category : Business & Economics
ISBN : 9781118328071

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Quantitative Value, + Web Site by Wesley R. Gray,Tobias E. Carlisle Pdf

A must-read book on the quantitative value investment strategy Warren Buffett and Ed Thorp represent two spectrums of investing: one value driven, one quantitative. Where they align is in their belief that the market is beatable. This book seeks to take the best aspects of value investing and quantitative investing as disciplines and apply them to a completely unique approach to stock selection. Such an approach has several advantages over pure value or pure quantitative investing. This new investing strategy framed by the book is known as quantitative value, a superior, market-beating method to investing in stocks. Quantitative Value provides practical insights into an investment strategy that links the fundamental value investing philosophy of Warren Buffett with the quantitative value approach of Ed Thorp. It skillfully combines the best of Buffett and Ed Thorp—weaving their investment philosophies into a winning, market-beating investment strategy. First book to outline quantitative value strategies as they are practiced by actual market practitioners of the discipline Melds the probabilities and statistics used by quants such as Ed Thorp with the fundamental approaches to value investing as practiced by Warren Buffett and other leading value investors A companion Website contains supplementary material that allows you to learn in a hands-on fashion long after closing the book If you're looking to make the most of your time in today's markets, look no further than Quantitative Value.

White Ivy

Susie Yang
White Ivy Book PDF

Author : Susie Yang
Publisher : Simon and Schuster
Page : 384 pages
File Size : 46,7 Mb
Release : 2020-11-03
Category : Fiction
ISBN : 9781982100612

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White Ivy by Susie Yang Pdf

“A truly addictive read” (Glamour) about how a young woman’s crush on a privileged former classmate becomes a story of love, lies, and dark obsession, offering stark insights into the immigrant experience, as it hurtles to its electrifying ending in this “twisty, unputdownable, psychological thriller” (People). Ivy Lin is a thief and a liar—but you’d never know it by looking at her. Raised outside of Boston, Ivy’s immigrant grandmother relies on Ivy’s mild appearance for cover as she teaches her granddaughter how to pilfer items from yard sales and second-hand shops. Thieving allows Ivy to accumulate the trappings of a suburban teen—and, most importantly, to attract the attention of Gideon Speyer, the golden boy of a wealthy political family. But when Ivy’s mother discovers her trespasses, punishment is swift and Ivy is sent to China, and her dream instantly evaporates. Years later, Ivy has grown into a poised yet restless young woman, haunted by her conflicting feelings about her upbringing and her family. Back in Boston, when Ivy bumps into Sylvia Speyer, Gideon’s sister, a reconnection with Gideon seems not only inevitable—it feels like fate. Slowly, Ivy sinks her claws into Gideon and the entire Speyer clan by attending fancy dinners, and weekend getaways to the cape. But just as Ivy is about to have everything she’s ever wanted, a ghost from her past resurfaces, threatening the nearly perfect life she’s worked so hard to build. Filled with surprising twists and a nuanced exploration of class and race, White Ivy is a “highly entertaining,” (The Washington Post) “propulsive debut” (San Francisco Chronicle) that offers a glimpse into the dark side of a woman who yearns for success at any cost.

Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk

Gary Antonacci
Dual Momentum Investing An Innovative Strategy for Higher Returns with Lower Risk Book PDF

Author : Gary Antonacci
Publisher : McGraw Hill Professional
Page : 256 pages
File Size : 46,9 Mb
Release : 2014-11-21
Category : Business & Economics
ISBN : 9780071849456

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Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk by Gary Antonacci Pdf

The investing strategy that famously generates higher returns with substantially reduced risk--presented by the investor who invented it "A treasure of well researched momentum-driven investing processes." Gregory L. Morris, Chief Technical Analyst and Chairman, Investment Committee of Stadion Money Management, LLC, and author of Investing with the Trend Dual Momentum Investing details the author’s own momentum investing method that combines U.S. stock, world stock, and aggregate bond indices--a formula proven to dramatically increase profits while lowering risk. Antonacci reveals how momentum investors could have achieved long-run returns nearly twice as high as the stock market over the past 40 years, while avoiding or minimizing bear market losses--and he provides the information and insight investors need to achieve such success going forward. His methodology is designed to pick up on major changes in relative strength and market trend. Gary Antonacci has over 30 years experience as an investment professional focusing on under exploited investment opportunities. In 1990, he founded Portfolio Management Consultants, which advises private and institutional investors on asset allocation, portfolio optimization, and advanced momentum strategies. He writes and runs the popular blog and website optimalmomentum.com. Antonacci earned his MBA at Harvard.

Astroball

Ben Reiter
Astroball Book PDF

Author : Ben Reiter
Publisher : Crown
Page : 290 pages
File Size : 52,6 Mb
Release : 2019-03-26
Category : Sports & Recreation
ISBN : 9780525576655

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Astroball by Ben Reiter Pdf

NEW YORK TIMES BESTSELLER • The inside story of the Houston Astros, whose relentless innovation took them from the worst team in baseball to the World Series in 2017 and 2019 “Reiter’s superb narrative of how the team got there provides powerful insights into how organizations—not just baseball clubs—work best.”—The Wall Street Journal Astroball picks up where Michael Lewis’s acclaimed Moneyball leaves off, telling the thrilling story of a championship team that pushed both the sport and business of baseball to the next level. In 2014, the Astros were the worst baseball team in half a century, but just three years later they defied critics to win a stunning World Series. In this book, Ben Reiter shows how the Astros built a system that avoided the stats-versus-scouts divide by giving the human factor a key role in their decision-making. Sitting at the nexus of sports, business, and innovation, Astroball is the story of the next wave of thinking in baseball and beyond, at once a remarkable underdog tale and a fascinating look at the cutting edge of evaluating and optimizing human potential.

A Practical Guide to ETF Trading Systems

Anthony Garner
A Practical Guide to ETF Trading Systems Book PDF

Author : Anthony Garner
Publisher : Harriman House Limited
Page : 1 pages
File Size : 49,9 Mb
Release : 2009-10-30
Category : Business & Economics
ISBN : 9780857191168

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A Practical Guide to ETF Trading Systems by Anthony Garner Pdf

'A Practical Guide to ETF Trading Systems' is about simple, rule-based trading systems of a trend following nature. This book reflects the author's belief that successful investing is not complex, that market timing works and that investors should spurn traditional actively-managed products in favour of managing their own investments using index-tracking funds. Providing a comprehensive introduction to rule-based trading, this book sets out in detail two specific systems which may be applied to exchange-traded funds (ETFs) and exchange-traded commodities (ETCs). Sceptics will maintain that mechanical systems do not work and that you cannot ignore the fundamentals. They are wrong. Sophisticated investors have profited handsomely over the years by following price trends on a purely mechanical basis and they will continue to do so. This guide will show you that systematic trading is likely to provide far better risk-adjusted returns than any conventional approach currently on offer from professional fund managers. There has never been a better time to benefit from the advantages of systematic investing. At a time when long-only traditionalists are fully invested in stocks and nursing huge losses, the systematic investor has exited the markets entirely and waits patiently for a signal to re-enter.