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Broken Pie Chart : 5 Ways to Build Your Investment Portfolio to Withstand and Prosper in Risky Markets.
Investment outcomes and strategies have changed considerably since 2008. Broken Pie Chart demonstrates the failures of classical diversification and asset allocation, pointing out that the backward-looking methods used by traditional financial professionals will not work moving forward.
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Bingley :
Emerald Publishing Limited,
2018.
©2018 |
| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Front Cover; Broken Pie Chart; Copyright Page; Dedication; Contents; Acknowledgments; Preface: Did 2008 Teach Us Anything?; 1 Whatâ#x80;#x99;s in Your Pie Chart?; 1.1. Historical Return Averages; 1.2. Lifecycle for Investors; 1.3. Investors May Not Realize the Average of Shorter Time Periods; 1.4. Issues with Traditional Asset Allocations in Shorter Time Periods; 1.5. Historical Returns to Determine Probabilities; 2 Why Bondsâ#x80;#x99; Past Performance Canâ#x80;#x99;t Equal Future Results; 2.1. Inflation Impact on Bond Yields; 3 Target Date Surprise; 3.1. 2008 Great Recession and Near-Term TARGET DATE Funds.
- 3.2. Target Fund Composition3.3. Hearings Point to Issues with TARGET DATE Funds; 3.4. TARGET DATE Funds Do Not Individualize Advice; 4 Why Diversification Fails; 4.1. Are There Too Many Concentrated Assets in Exchange-Traded Funds?; 4.2. Classic Asset Allocation Models; 4.3. How about Diversifying through Sectors and Regions?; 4.4. Fixed Income as a Hedge; 4.5. Diversification During Short-Term Market Corrections; 4.6. Dividend Stocks as a Hedge?; 5 What If We Go Sideways or Down?; 6 This Time Is Different?; 6.1. Government Debt Expansion; 6.2. State and Municipal Debt United States.
- 6.3. Central Bank Balance Sheets6.4. Inflation Has Not Risen, Yet; 6.5. Currencies and Interest Rates; 6.6. Have Low-Interest Rates Distorted Consumer Markets?; 7 Why Sequence of Returns Matter; 7.1. Savings; 7.2. Inflation; 7.3. Return on Investments (ROI); 8 Hard Floors and Hedges; 8.1. Stop-Loss Orders; 8.2. Stop-Loss Market; 8.3. Stop-Loss Limit; 8.4. Diversification and Exchange-Traded Funds; 8.5. Why VIX Index Funds Are a Bad Long-Term Hedge; 8.6. Problems with Classic Portfolio Asset Allocation as a Hedge; 8.7. Introduction to Options; 8.8. Hedged-Equity Strategies.
- 8.9. What Is the Down Side to Hedged Equity?8.10. Factors to Consider; 9 Volatility Is an Emerging Asset Class; 9.1. What Is Volatility in Relation to Options?; 9.2. Components of an Options Price; 9.3. Option Greeks; 9.4. Implied Volatility; 9.5. Is Option Volatility Premium Selling Like Being an Insurance Company?; 9.6. Probability-Based Option Premium Selling; 9.7. Benefits and Risks in Premium Selling Strategies; 10 Synthetics to Build Positions with a Seat Belt; 10.1. Profit-and-Loss Graphs; 10.2. Synthetic Positions Using Options Example; 10.3. Synthetic Options to Collect Dividends.
- 10.4. Structured Notes10.5. Buffered Equity Strategies; 10.6. Risk Shifting; 10.7. Equity Risk; 10.8. Buffered Equity Benefits to Risk-Adjusted Returns; 10.9. Covered Calls Do Not Create Substantial Hedges or Buffers to Portfolios; 10.10. White Swan Risk; 11 Risk-Adjusted Returns Matter; 11.1. Risk-Adjusted Returns; 11.2. Sharpe Ratio; 11.3. Sortino Ratio; 11.4. Historical Sharpe Ratios: Equities and United States Treasuries; 12 Final Thoughts; Bibliography.