Tag: redefining the portfolio

Tag: redefining the portfolio

06.09.2018

The 40 Don't Protect

Will bonds, the 40 in the 60/40, protect as they have in the past? This question is of real concern...

21.08.2018

Is the 60/40 Portfolio Broken?

Is 60/40 portfolio broken? Financial experts, and investors alike, ponder if this approach will meet expectations going forward. The culprit?...

13.08.2018

The State of Fixed Income

Examine the state of fixed income. For a long time, bonds provided both income and protection. With low but rising...

13.08.2018

The Defined Risk Strategy as a Systematic Withdrawal Solution

This post continues the ‘Where the DRS Fits’ series, exploring how the Swan DRS, designed to preserve capital and generate...

06.08.2018

The Defined Risk Strategy as a Total Portfolio Solution

This post continues the ‘Where the DRS Fits’ series, exploring how the Swan DRS can serve as a total portfolio...

06.08.2018

How Much DRS is Enough?

This post continues the ‘Where the DRS Fits’ series, part 1 of 4, exploring how much of the Swan Defined...

07.01.2018

Hope for the Best, Prepare for the Worst

White paper — Hope for the Best and Prepare for the Worst (full version) Download White Paper Swan Research —...

17.08.2017

Defining Risk in Foreign Developed Markets

As the World Turns: Applying a Defined Risk Strategy to Foreign Developed Markets ETFs Download PDF The World Spins Madly...

22.06.2017

Does Fixed Income Need Fixing? The DRS as a Capital Preservation Solution

Traditionally, bonds have played two roles within a portfolio: income and capital preservation. However, the worldwide “new normal” monetary policy...

20.02.2017

Where Does Hedged Equity Fit?

Analyzing the roles a hedged equity strategy, like the Swan Defined Risk Strategy, can serve in a portfolio to suit...