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You are here: Home / 2016 / Archives for May 2016

Archives for May 2016

Splitting Portfolio Into Multiple Parts

May 23, 2016 By Lowell Herr

Reducing portfolio risk is at the forefront of investor thinking after a flat market in 2015.  Momentum principles, as laid out in the Kipling 2.5.1 spreadsheet, do not always work as well as preferred, due in part to the 33-day portfolio review waiting period.  We see the rankings change

Filed Under: Beginning Investors, Critical Material, Portfolio Construction Tagged With: Portfolio Construction

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