Asset Rotation: The Demise of Modern Portfolio Theory and by Matthew P. Erickson

By Matthew P. Erickson

An all-weather, tactical method of asset administration using trade Traded money (ETFs) In Asset Rotation, portfolio administration pioneer Matthew P. Erickson demonstrates a time-tested method of asset administration that has labored through the background of capital markets, in stable instances and undesirable. offering traders with robust participation in emerging markets, yet extra importantly with a self-discipline to minimize participation in lengthy declines. through the years this innovative process has yielded enhanced returns, with considerably diminished degrees of chance; delivering the engine for actual, long term sustainable progress. The funding global as we all know it has replaced, and the paradigm has shifted. What has labored long ago might not paintings sooner or later. not may possibly bonds be considered as a secure haven asset category, as for the 1st time in generations, traders in fastened source of revenue face losses as rates of interest upward thrust from historic all-time lows. For these adhering to a standard smooth Portfolio thought dependent funding method of asset administration, what used to be considered as secure and sturdy, may actually quickly develop into our best obstacle. Asset Rotation offers traders with a pragmatic resolution for trendy genuine international difficulties. This tactical method of asset administration presents us with concrete facts that there's certainly a greater approach. we're status at the precipice of an funding Renaissance . What used to be formerly most unlikely, is now attainable. learn how. offers an easy-to-understand cost momentum-based method of making an investment Illustrates the advantages of asset rotation bargains a scientific strategy for securing a valid monetary destiny presents additional insights as to the right way to customise your individual asset rotation portfolio Matthew Erickson offers traders a hands-on source for the way to navigate an more and more tough funding panorama, by means of offering them with willing insights into the main swiftly growing to be phase of the funding markets.

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72 percent annual rate of return! 66 percent average annual return—Heebner’s performance was unheard of. Heebner’s Midas touch and ability to seemingly walk on water while others fell in lulled investors into blind romance and devotion. Can you blame them? 8, a $100,000 investment at the beginning of the decade in the S&P 500 would have grown into a mere $114,000, while the same amount invested in the CGM Focus Fund would have compounded to nearly $906,000! Like the immense burst of light and energy radiating from a supernova, at one point in time Heebner’s glory shined brighter than the entire galaxy before suddenly, and without warning, his performance began to fade away.

All Rights Reserved. Reproduced with permission. S. S. 6. S. 90 percent. 5 percent on stocks. During a decade marked with not one but two severe recessions (one taking us to the brink of a depression), Treasuries provided a safe haven for investors. More than that, they posted returns very similar to what one might typically expect out of equities. This aberration marks a time period witnessed only during market extremes. S. capital markets, we have seen Treasuries go on a run like this once before, during the Great Depression.

S. S. 6. S. 90 percent. 5 percent on stocks. During a decade marked with not one but two severe recessions (one taking us to the brink of a depression), Treasuries provided a safe haven for investors. More than that, they posted returns very similar to what one might typically expect out of equities. This aberration marks a time period witnessed only during market extremes. S. capital markets, we have seen Treasuries go on a run like this once before, during the Great Depression. 6 The Tech Bubble and Beyond (2000–2012) Source: © 2014 Morningstar, Inc.

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