• Ray Dalio - Asset Allocation, Risk Parity, Diversification (CNBC)

    Full video here http://video.cnbc.com/gallery/?video=3000142389 In this shorter segment of the full CNBC video Bridgewater's CEO Ray Dalio discusses his investment philosophy for achieving a balanced structured portfolio and thereby superior asset allocation. He explains how the macro environment of growth and inflation needs to be carefully matched against the portfolio's volatility of bonds, equities and other assets. [Achieving Strategic Asset Allocation with Risk Parity] "There is the strategic allocation mix which we call 'All Weather'. It has to do with making all the assets the same risk parity. The problem is when people try to diversify and they own equities, and equities have volatility that's large, or they own assets that do well when the economy does well and do badly whe...

    published: 29 May 2013
  • #39 - Ed Thorp - "If You Bet Too Much, You'll Almost Certainly Be Ruined"

    To see links or read the transcript of the episode, visit us at: http://mebfaber.com/2017/02/08/10017/ In Episode 39, we welcome the legendary Ed Thorp. Ed is a self-made man after having been a child of The Depression. He’s a professor, a renowned mathematician, a fund manager who’s posted one of the lengthiest and best investment track records in all of finance, a best-selling author (his most recent book is A Man for All Markets), the creator of the first wearable computer, and finally, the individual responsible for “counting cards.” Meb begins the episode in the same place as does Ed in his new book, the Depression. Meb asks how that experience shaped Ed’s world view. Ed tells us about being very poor, and how it forced him to think for himself, as well as teach himself. In fact, ...

    published: 06 Mar 2017
  • To Specialise or Diversify in Financial Trading?

    Is it better to specialise or diversify? http://www.financial-spread-betting.com/strategies/spread-trading-diversification.html My inclination is to avoid diversification if it means moving away from an area where you have a proven track record. However, having said a diverse, non correlated portfolio can reduce the volatility of returns. However, in such cases you have to make sure that the trades are non-correlated. Non-correlated trades have no fixed relationship. It is worth remembering here that in times of crisis it can be difficult to find non-correlated trades.

    published: 14 Mar 2012
  • Windhaven Chief: Why ETFs are the Best Portfolio Building Blocks

    ETFs are superior building blocks for advisors constructing diversified portfolios due to the financial products' low costs, tax efficiency and indexed approach that active managers find difficult to beat over longer periods. So says the chief investment officer of a firm managing $12 billion using ETFs. ETF Trends Editor Tom Lydon recently sat down with Windhaven Investment Management's CIO, Steve Cucchiaro, to discuss why he likes ETFs and how he's positioning portfolios as the U.S. fiscal cliff looms. Windhaven started using ETFs in 1994 and the investment manager has grown rapidly since then. The firm was acquired by Charles Schwab (NYSE: SCHW) a couple years ago. "My focus in the beginning was on asset classes. I knew the market was much more inefficient at the asset class level th...

    published: 28 Nov 2012
  • Fifty Percent of Marriages End in Divorce

    Which of these couples will beat the odds? Catch Newlyweds: The First Year Monday, May 6th @ 10/9c Find out more here: http://www.bravotv.com/newlyweds-the-first-year Watch More Bravo: Bravo Youtube: http://www.youtube.com/videobybravo Follow Bravo: http://bravo.ly/Twitter Like Bravo: http://bravo.ly/Facebook Pin Bravo: http://bravo.ly/Pinterest Bravo Instagram: http://bravo.ly/Instagram Bravo Tumblr: http://bravo.ly/Tumblr Bravo Media is the premiere lifestyle and entertainment brand that drives the cultural conversation around its high-quality, interactive original content that focuses on the network’s passion points of food, fashion, beauty, design, digital and pop culture. The network’s diversified slate includes Bravo’s first scripted series “Girlfriends’ Guide to Divorce,” scripted...

    published: 28 Mar 2013
  • Top 5 Mutual Fund For 2017

    My Videos will help you to learn the followings: Which Is The Best Mutual Fund To Invest Best Tips for Mutual Funds Investment In India Which is the Best Mutual Fund to Invest Best Tips for Mutual Funds Investment In India Best Mutual Fund in India for Short-term investors Best Mutual fund in India with Return over 30% Disclaimer: My videos, presentations, and writing are only for entertainment purposes, and are not intended as investment advice. I cannot guarantee the accuracy of any information provided.

    published: 23 Mar 2017
  • How to Diversify Your Retirement Portfolio for Higher Returns

    How do you improve your odds of holding the best performers while lowering the volatility in your portfolio? The answer: own all of them! By owning all these asset classes in a diversified portfolio you are positioned to capture the best returns in the market wherever they occur!

    published: 17 Nov 2014
  • Kees Koolen (EQT Partners) | TNW Conference | Big bets, big wins: market domination done properly

    Kees Koolen is behind some of Europe's biggest technology companies. With years of experience at Booking.com and as Uber's COO, Kees sees huge obstacles as opportunities instead of giving up and moving on. Interviewed by Owen Williams.

    published: 28 May 2016
  • The Limitations of Pure Factor Investing webinar

    This webinar aims at presenting and discussing a research paper published in the Winter 2016 issue of the Journal of Portfolio Management, entitled "Diversified or Concentrated Factor Tilts?", in which ERI Scientific Beta has highlighted the limitations of purely factor-driven approaches that aim to concentrate portfolios in a small number of stocks that are highly exposed to one or more risk factors, in order to obtain, over the long term, the best possible return associated with these risk factors. This article can be viewed at the following webpage: http://www.scientificbeta.com/download/file/diversified-or-concentrated-factor-tilts Since it neglects diversification of specific risk, this factor concentration approach exposes the investor to high idiosyncratic volatility and ultimately...

    published: 29 Jul 2016
  • Retirement Planning in One Minute: When to Start Preparing, Building a Diversified Portfolio, etc.

    Most people don't take retirement planning seriously and simply assume planning for their retirement is something they should be worrying about later on. Why go through the trouble of preparing for retirement and building a diversified retirement portfolio while you're still young? Well... maybe because the best time to start planning for your retirement is right now? Believe it or not, you're only human and one life-related event away from early retirement, so why not start at least thinking about retirement planning right away? As complicated as the idea of planning your retirement may seem, you really don't have to be a rocket scientist to become competent at retirement planning and building a retirement portfolio. This video will help you do just that. Please like, comment and subsc...

    published: 14 Mar 2017
  • Diversification is a good thing, right? But do you need chart diversification too? Let's look at..

    Diversification is a good thing, right? But do you need chart diversification too? Let's look at some charts. Stock Market Mentor http://www.stockmarketmentor.com/?utm_source=youtube&utm_medium=ytchannel&utm_campaign=youtube

    published: 14 Oct 2013
  • Index Funds

    Why most individual investors in the US should invest in low fee well diversified index funds.

    published: 17 Jun 2016
  • 60 Seconds With Stephen Kwa on Active Share

    Senior QEP Client Portfolio Manager, Stephen Kwa, looks at the concept of active share and explains why this should be considered as one of several measures: - Active share is a relatively new concept that measures how different a fund is from the benchmark. Essentially active share is a bottom-up calculation summing the active bets a manager is making versus an index. - The danger is assuming that high active share is always better – it is important to bear in mind that the measure says nothing about the risk that was taken to create the active positions. High active share created through concentrated bets, in our view, is not as good as high active share created by many diversified positions. - Also, active share can work for or against you – it says nothing about whether those active ...

    published: 10 Jun 2015
Ray Dalio - Asset Allocation, Risk Parity, Diversification (CNBC)

Ray Dalio - Asset Allocation, Risk Parity, Diversification (CNBC)

  • Order:
  • Duration: 5:24
  • Updated: 29 May 2013
  • views: 19390
videos
Full video here http://video.cnbc.com/gallery/?video=3000142389 In this shorter segment of the full CNBC video Bridgewater's CEO Ray Dalio discusses his investment philosophy for achieving a balanced structured portfolio and thereby superior asset allocation. He explains how the macro environment of growth and inflation needs to be carefully matched against the portfolio's volatility of bonds, equities and other assets. [Achieving Strategic Asset Allocation with Risk Parity] "There is the strategic allocation mix which we call 'All Weather'. It has to do with making all the assets the same risk parity. The problem is when people try to diversify and they own equities, and equities have volatility that's large, or they own assets that do well when the economy does well and do badly when the economy does badly, they have a concentration of risks in some assets. They need to do .... so that bonds and equities and pieces have comparable impacts. So that whatever happens in the economy has a balancing effect. That's the All weather piece. We have a lot of diversified bets. It's very important for most people to know when not to make a bet! If you come to the poker table you're going to have to beat me. The nature is a very small percentage of people take money in the poker game. They don't know if it's a good investment or a more expensive investment." [On Bonds vs. Stocks and Diversification of Risk in all periods] "The problem of a stock and a bond portfolio, if you put 50 per cent of your money in stocks and 50 per cent of your money in bonds, the problem is you have about 80 per cent of your risk in stocks and about 20 per cent of your risk in bonds. So you don't have diversification. Imagine if you had a bond portfolio with the same volatility as stocks and you went through the financial crisis. Most of the decline in your portfolio would have been protected because the stocks would have gone up in value by an amount that would have offset the other. You have to have comparable amounts of risk in that."
https://wn.com/Ray_Dalio_Asset_Allocation,_Risk_Parity,_Diversification_(Cnbc)
#39 - Ed Thorp - "If You Bet Too Much, You'll Almost Certainly Be Ruined"

#39 - Ed Thorp - "If You Bet Too Much, You'll Almost Certainly Be Ruined"

  • Order:
  • Duration: 58:57
  • Updated: 06 Mar 2017
  • views: 1
videos
To see links or read the transcript of the episode, visit us at: http://mebfaber.com/2017/02/08/10017/ In Episode 39, we welcome the legendary Ed Thorp. Ed is a self-made man after having been a child of The Depression. He’s a professor, a renowned mathematician, a fund manager who’s posted one of the lengthiest and best investment track records in all of finance, a best-selling author (his most recent book is A Man for All Markets), the creator of the first wearable computer, and finally, the individual responsible for “counting cards.” Meb begins the episode in the same place as does Ed in his new book, the Depression. Meb asks how that experience shaped Ed’s world view. Ed tells us about being very poor, and how it forced him to think for himself, as well as teach himself. In fact, Ed even taught himself how to make his own gunpowder and nitroglycerine. This dovetails into the various pranks that Ed played as a mischievous youth. Ed tells us the story of dying a public pool blood-red, resulting in a general panic. It’s not long before we talk about Ed’s first Las Vegas gambling experience. He had heard of a blackjack system developed by some quants, that was supposed to give the player a slight mathematical advantage. So Ed hit the tables with a strategy-card based on that system. At first, his decisions caused other players at the table to ridicule him. But when Ed’s strategy ended up causing him to hit “21” after drawing 7 cards, the players’ opinions instantly changed from ridicule to respect. This was the basis from which Ed would create his own counting cards system. Meb asks for a summary of how it works. Ed gives us the highlights, which involve a number count that helps a player identify when to bet big or small. Meb then asks why Ed decided to publish his system in academic journals instead of keeping it hush-hush and making himself a fortune. Ed tells us that he was academically-oriented, and the spirit of science is to share. The conversation turns toward the behavioral side of gambling (and investing). Once we move from theory to practice, the impact of emotions plays a huge role. There’s a psychic burden on morale when you’re losing. Meb asks how Ed handled this. Ed tells us that his early days spent gambling in the casinos were a great training ground for later, when he would be “gambling” with tens of millions of dollars in the stock market. He said his strategy was to start small, so he could handle the emotions of losing. As he became more comfortable with his level of risk, he would scale his bets to the next level, grow comfortable, then move up again from there. In essence, don’t bet too much too fast. This dovetails into the topic of how to manage money using the Kelly Criterion, which is a system for deciding the amount to bet in a favorable situation. Ed explains that if you bet too small, won’t make much money, even if you win. However, “if you bet too much, you’ll almost certainly be ruined.” The Kelly Criterion helps you determine the appropriate middle ground for position sizing using probabilities. It turns out that Ed was so successful with his methods, that Vegas changed the rules and eventually banned Ed from their casinos. To continue playing, Ed turned to disguises, and tells a fun story about growing a beard and using contact lenses to avoid identification. Meb tells us about one of his own card-counting experiences, which was foiled by his partner’s excessive Bloody Mary consumption. Next, we move to Wall Street. Meb brings up Ed’s performance record, which boasts one of the highest risk-adjusted returns of all time – in 230 months of investing, Ed had just 3 down months, and all were 1% or less. Annualized, his performance was over 19%. Ed achieved this remarkable record by hedging securities that were mispriced – using convertible bond and options from the same company. There was also some index arbitraging. Overall, Ed’s strategy was to hedge away as much risk as possible, then let a diversified portfolio of smaller bets play out. Meb asks, when you have a system that has an edge, yet its returns begin to erode, how do you know when it’s time to give up the strategy, versus when to invest more (banking on mean reversion of the strategy). Ed tells us that he asks himself, “Did the system work in the past, is it working now, and do I believe it will it in the future?” Also “What is the mechanism that’s driving it?” You need to understand whether the less-than-desired current returns are outside the range of usual fluctuation. If you don’t know this, then you won’t know whether you’re experiencing bad luck (yet within statistical reason) or if something has truly changed and your “bad luck” is actually abnormal and concerning.
https://wn.com/39_Ed_Thorp_If_You_Bet_Too_Much,_You'll_Almost_Certainly_Be_Ruined
To Specialise or Diversify in Financial Trading?

To Specialise or Diversify in Financial Trading?

  • Order:
  • Duration: 1:59
  • Updated: 14 Mar 2012
  • views: 989
videos
Is it better to specialise or diversify? http://www.financial-spread-betting.com/strategies/spread-trading-diversification.html My inclination is to avoid diversification if it means moving away from an area where you have a proven track record. However, having said a diverse, non correlated portfolio can reduce the volatility of returns. However, in such cases you have to make sure that the trades are non-correlated. Non-correlated trades have no fixed relationship. It is worth remembering here that in times of crisis it can be difficult to find non-correlated trades.
https://wn.com/To_Specialise_Or_Diversify_In_Financial_Trading
Windhaven Chief: Why ETFs are the Best Portfolio Building Blocks

Windhaven Chief: Why ETFs are the Best Portfolio Building Blocks

  • Order:
  • Duration: 5:41
  • Updated: 28 Nov 2012
  • views: 1624
videos
ETFs are superior building blocks for advisors constructing diversified portfolios due to the financial products' low costs, tax efficiency and indexed approach that active managers find difficult to beat over longer periods. So says the chief investment officer of a firm managing $12 billion using ETFs. ETF Trends Editor Tom Lydon recently sat down with Windhaven Investment Management's CIO, Steve Cucchiaro, to discuss why he likes ETFs and how he's positioning portfolios as the U.S. fiscal cliff looms. Windhaven started using ETFs in 1994 and the investment manager has grown rapidly since then. The firm was acquired by Charles Schwab (NYSE: SCHW) a couple years ago. "My focus in the beginning was on asset classes. I knew the market was much more inefficient at the asset class level than the security level. Therefore you can add a lot more value if you can invest in asset classes," Cucchiaro says, adding that the ETF structure was "by far the best way" to invest in broad areas of the market. In terms of market outlook, he tells Lydon that there is a stalemate currently between deflationary and inflationary forces. Governments, corporations and individuals continue to deleverage and pay off debt. Meanwhile, central banks are launching stimulus measures on the inflation side of the equation. "The next step depends on governments and central banks," Cucchiaro predicts. He said it makes sense for investors to stay diversified and hold ETFs for both recession and inflation. In particular, he likes sectors that can leverage the low cost of capital such as international real estate. Finally, on the fiscal cliff, he expects Washington to kick the debt can down the road with a budget compromise. However, "all bets are off" if we go over the fiscal cliff, he said. Watch the video to see the full interview.
https://wn.com/Windhaven_Chief_Why_Etfs_Are_The_Best_Portfolio_Building_Blocks
Fifty Percent of Marriages End in Divorce

Fifty Percent of Marriages End in Divorce

  • Order:
  • Duration: 1:48
  • Updated: 28 Mar 2013
  • views: 4710
videos
Which of these couples will beat the odds? Catch Newlyweds: The First Year Monday, May 6th @ 10/9c Find out more here: http://www.bravotv.com/newlyweds-the-first-year Watch More Bravo: Bravo Youtube: http://www.youtube.com/videobybravo Follow Bravo: http://bravo.ly/Twitter Like Bravo: http://bravo.ly/Facebook Pin Bravo: http://bravo.ly/Pinterest Bravo Instagram: http://bravo.ly/Instagram Bravo Tumblr: http://bravo.ly/Tumblr Bravo Media is the premiere lifestyle and entertainment brand that drives the cultural conversation around its high-quality, interactive original content that focuses on the network’s passion points of food, fashion, beauty, design, digital and pop culture. The network’s diversified slate includes Bravo’s first scripted series “Girlfriends’ Guide to Divorce,” scripted comedy “Odd Mom Out,” and unscripted favorites such as Emmy award-winning “Top Chef,” “Vanderpump Rules,” “Below Deck,” “Southern Charm” and the popular “Million Dollar Listing” and “The Real Housewives” franchises as well as the only live late-night talk show, “Watch What Happens Live.”
https://wn.com/Fifty_Percent_Of_Marriages_End_In_Divorce
Top 5 Mutual Fund For 2017

Top 5 Mutual Fund For 2017

  • Order:
  • Duration: 5:17
  • Updated: 23 Mar 2017
  • views: 6240
videos
My Videos will help you to learn the followings: Which Is The Best Mutual Fund To Invest Best Tips for Mutual Funds Investment In India Which is the Best Mutual Fund to Invest Best Tips for Mutual Funds Investment In India Best Mutual Fund in India for Short-term investors Best Mutual fund in India with Return over 30% Disclaimer: My videos, presentations, and writing are only for entertainment purposes, and are not intended as investment advice. I cannot guarantee the accuracy of any information provided.
https://wn.com/Top_5_Mutual_Fund_For_2017
How to Diversify Your Retirement Portfolio for Higher Returns

How to Diversify Your Retirement Portfolio for Higher Returns

  • Order:
  • Duration: 3:30
  • Updated: 17 Nov 2014
  • views: 59
videos
How do you improve your odds of holding the best performers while lowering the volatility in your portfolio? The answer: own all of them! By owning all these asset classes in a diversified portfolio you are positioned to capture the best returns in the market wherever they occur!
https://wn.com/How_To_Diversify_Your_Retirement_Portfolio_For_Higher_Returns
Kees Koolen (EQT Partners) | TNW Conference | Big bets, big wins: market domination done properly

Kees Koolen (EQT Partners) | TNW Conference | Big bets, big wins: market domination done properly

  • Order:
  • Duration: 25:08
  • Updated: 28 May 2016
  • views: 1050
videos
Kees Koolen is behind some of Europe's biggest technology companies. With years of experience at Booking.com and as Uber's COO, Kees sees huge obstacles as opportunities instead of giving up and moving on. Interviewed by Owen Williams.
https://wn.com/Kees_Koolen_(Eqt_Partners)_|_Tnw_Conference_|_Big_Bets,_Big_Wins_Market_Domination_Done_Properly
The Limitations of Pure Factor Investing webinar

The Limitations of Pure Factor Investing webinar

  • Order:
  • Duration: 37:21
  • Updated: 29 Jul 2016
  • views: 164
videos
This webinar aims at presenting and discussing a research paper published in the Winter 2016 issue of the Journal of Portfolio Management, entitled "Diversified or Concentrated Factor Tilts?", in which ERI Scientific Beta has highlighted the limitations of purely factor-driven approaches that aim to concentrate portfolios in a small number of stocks that are highly exposed to one or more risk factors, in order to obtain, over the long term, the best possible return associated with these risk factors. This article can be viewed at the following webpage: http://www.scientificbeta.com/download/file/diversified-or-concentrated-factor-tilts Since it neglects diversification of specific risk, this factor concentration approach exposes the investor to high idiosyncratic volatility and ultimately delivers risk-adjusted performance that is inferior to that of well-diversified factor or multi-factor indices. This webinar, hosted by Felix Goltz, Head of Applied Research, EDHEC-Risk Institute and Research Director, ERI Scientific Beta, reviews the limitations of purely factor-driven approaches and the themes covered during the webinar also include: - Long-term risk premium versus short-term losse - How to measure the quality of a factor index - Purity versus diversification in the long-only investment framework
https://wn.com/The_Limitations_Of_Pure_Factor_Investing_Webinar
Retirement Planning in One Minute: When to Start Preparing, Building a Diversified Portfolio, etc.

Retirement Planning in One Minute: When to Start Preparing, Building a Diversified Portfolio, etc.

  • Order:
  • Duration: 1:24
  • Updated: 14 Mar 2017
  • views: 625
videos
Most people don't take retirement planning seriously and simply assume planning for their retirement is something they should be worrying about later on. Why go through the trouble of preparing for retirement and building a diversified retirement portfolio while you're still young? Well... maybe because the best time to start planning for your retirement is right now? Believe it or not, you're only human and one life-related event away from early retirement, so why not start at least thinking about retirement planning right away? As complicated as the idea of planning your retirement may seem, you really don't have to be a rocket scientist to become competent at retirement planning and building a retirement portfolio. This video will help you do just that. Please like, comment and subscribe if you've enjoyed this video. If you'd like to follow me on social media, use one of the links below: https://www.facebook.com/oneminuteeconomics/ https://twitter.com/andreipolgar https://ro.linkedin.com/in/andrei-polgar-9a11a561 To support the channel, please visit OneMinuteEconomics.com to buy my book, donate via PayPal/Bitcoin or become a patron on Patreon.
https://wn.com/Retirement_Planning_In_One_Minute_When_To_Start_Preparing,_Building_A_Diversified_Portfolio,_Etc.
Diversification is a good thing, right?  But do you need chart diversification too? Let's look at..

Diversification is a good thing, right? But do you need chart diversification too? Let's look at..

  • Order:
  • Duration: 6:08
  • Updated: 14 Oct 2013
  • views: 2069
videos
Diversification is a good thing, right? But do you need chart diversification too? Let's look at some charts. Stock Market Mentor http://www.stockmarketmentor.com/?utm_source=youtube&utm_medium=ytchannel&utm_campaign=youtube
https://wn.com/Diversification_Is_A_Good_Thing,_Right_But_Do_You_Need_Chart_Diversification_Too_Let's_Look_At..
Index Funds

Index Funds

  • Order:
  • Duration: 18:31
  • Updated: 17 Jun 2016
  • views: 4388
videos
Why most individual investors in the US should invest in low fee well diversified index funds.
https://wn.com/Index_Funds
60 Seconds With Stephen Kwa on Active Share

60 Seconds With Stephen Kwa on Active Share

  • Order:
  • Duration: 2:09
  • Updated: 10 Jun 2015
  • views: 274
videos
Senior QEP Client Portfolio Manager, Stephen Kwa, looks at the concept of active share and explains why this should be considered as one of several measures: - Active share is a relatively new concept that measures how different a fund is from the benchmark. Essentially active share is a bottom-up calculation summing the active bets a manager is making versus an index. - The danger is assuming that high active share is always better – it is important to bear in mind that the measure says nothing about the risk that was taken to create the active positions. High active share created through concentrated bets, in our view, is not as good as high active share created by many diversified positions. - Also, active share can work for or against you – it says nothing about whether those active bets are going to outperform or underperform. So active share should be used in conjunction with traditional measures like tracking error and number of stocks in order to create a better understanding of what you’re investing in.
https://wn.com/60_Seconds_With_Stephen_Kwa_On_Active_Share
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