Author: Greg Taunt

  • Investment Portfolio Design for an Unpredictable World

    | | Portfolio Management

    Investors are always faced with choices.  My experience tells me that these choices are often driven by simple quirks of human behavior.  Two of these that seem to be big drivers seem to be recency bias and a desire for simplification.  Both of these naturally make us poor investors. For example, in March of 2020 in the throes of the COVID-19 pandemic we spoke with a number of investors who were thinking of just taking their whole equity portfolio flat.  Today as we approach another all-time high that clearly would have been a bad time to sell.  That same period, … Read more Investment Portfolio Design for an Unpredictable World