Portfolio Allocation Hypotheticals

When on the topic of investing, you will inevitably run into various ideals on portfolio construction. Some of the common adages even have memorable taglines, such as the traditional “60/40”. Despite potential appearances, allocating an investment portfolio amongst core asset classes is not an exact science.

SmileDirectClub Analysis

One of the worst performing IPOs of 2019 was undoubtably SmileDirectClub Inc. ($SDC). Shares hit their all-time high on their first trading day, 9/12/2019, at one point reaching $21.10 a share. Since then the shares have slid substantially, by the end of 2019 shares were down 58.6% from their all-time high. While I was uninterested in this.

2019Q4 Lookback

The last quarter of 2019 finished very strong with the VIX fear index falling 13.7% while the major indices roared on, gaining between 6-12% in the three month period. These fourth quarter returns are extremely robust; recall that between 1928-2018 stock market as measured by the S&P 500 returned 10% a year on average.1 This.

Approaching Investing

Approach to investing: Over the last 10 years, I have matured from a speculative investor into a conservative, detailed and portfolio focused investor. In advance of making an investment in a company, I cover the five core areas outlined below. 1. Does the firm have a story that I can understand and believe in? In order to.