Following is a list of Portfolios articles published on PortfolioConstruction Forum throughout 2005...
A recent study out of the US takes a shot at what you may believe about dollar cost averaging, one of the sacred cows of investment… Full Story >
Dealer groups wishing to differentiate themselves and strive to achieve greater alpha in client’s portfolios face a dilemma. To move "beyond the vanilla," there are a number of practical issues to sort out before properly embarking on an expanded approved list... Full Story >
A common question from the many advisers who implement direct equities through model equity portfolios is how to justify putting a client into the underlying shares which may have risen steeply since the inception of the portfolio, or since its last rebalance… Full Story >
Using standard deviation as the sole measure of investment risk overlooks the fact that real investors tend to care much more about downside volatility and far less about volatility when returns are above average... Full Story >
Portfolio rebalancing helps mitigate the impact of the common mistakes investors make, according to a new study published in the US Journal of Financial Planning… Full Story >
A few years back, Roger Gibson offered a very simple four-part matrix to help advisers determine what they believe about investing. Some commentators are now rethinking one quadrant which they used to reject out of hand... Full Story >
Another study has confirmed earlier research by SIRCA that writing covered calls (the so-called buy-write strategy) can increase returns and reduce risk. This latest study confirms the strategy may be particularly suited to managing superannuation funds… Full Story >
