PortfolioDesigner

Portfolio Design for Modern Wealth Management

[PortfolioDesigner @PortfolioDsgnr]

1/ The financial ecosystem has seen tremendous evolution since MPT was first introduced in 1952.

[ConvexityMaven @ConvexityMaven]

Launching on Nov 6th, a listed investment "strategy" that owns only newly issued MBS

https://t.co/vfmyzw1Cvl

As chatted with: @EconguyRosie @ErikTownsend @GrantsPub @profplum99 @biancoresearch

Yields ~100bps over similar duration Corporate (IG) bonds with NO CREDIT RISK

[Mark Schlafer @MarkSchlafer]

@PortfolioDsgnr @krpzionsville I know a guy….

[CFA Institute @CFAinstitute]

In a wild year for markets and investing, what @Enterprising content most resonated with readers?

@AdvisorUnbiased, on retirement income strategies; Jacques Cesar on CAPM; @ericsim_iol on 3 forms of capital; Roger Mitchell on @AswathDamodaran; & more.

https://t.co/xqjWyBhHjb

[PortfolioDesigner @PortfolioDsgnr]

During #inflation environments, stock/bond correlations tend to increase, reducing the benefit of diversification. Fortunately, return stacking may provide benefits to your #investment #portfolio. Watch @choffstein demonstrate this concept: https://t.co/fIMXjhdfVQ
#investors

[PortfolioDesigner @PortfolioDsgnr]

.@choffstein discusses Return Stacking, a concept which is designed to seek higher returns with less risk and low tracking error. How can you apply this method to your #portfolio construction process? Watch to learn more!
https://t.co/fIMXjhdNLo
#investment
@AdvisorUnbiased

[PortfolioDesigner @PortfolioDsgnr]

.@profplum99, chief strategist at @SimplifyETFs, presents illuminating data on how passive is structurally changing the markets and how this might affect portfolios. #WealthManagement #portfolio #investments #FinTwitt
https://t.co/tH8eFS2cK2

[PortfolioDesigner @PortfolioDsgnr]

@EconomPic https://t.co/GvW4mLsFsU

[PortfolioDesigner @PortfolioDsgnr]

@RobinJPowell @igniteseurope https://t.co/BufJWvdcPF

[PortfolioDesigner @PortfolioDsgnr]

.@profplum99 presents illuminating data on how passive is structurally changing the markets. We discuss how some of the fundamental principles of valuation and trading are skewed by passive investments and what that means for your portfolios.
https://t.co/BufJWvdcPF
#fintwit

[PortfolioDesigner @PortfolioDsgnr]

.@portfoliodsgnr explores the concept of The Volatility Tax with @10kdiver and his way of defining #volatility. @10kdiver also discusses arithmetic vs. geometric return and how they affect #CAGR.
https://t.co/eay2a8BwsV

[PortfolioDesigner @PortfolioDsgnr]

🚨The increase is the largest since 1981, when the COLA was 11.2%, and raises the average retiree benefit by more than $140 per month starting in January🚨
#SocialSecurity #cola
https://t.co/FxTGF62oQf

[PortfolioDesigner @PortfolioDsgnr]

@WoodyWiegmann @andyflattery @IDFinancial

[PortfolioDesigner @PortfolioDsgnr]

@andyflattery @WoodyWiegmann @IDFinancial .@andyflattery admittedly website aesthetics are not 2nd nature for quants, BUT we stand behind the process of building robust portfolios that incorporate investor biases and goal attainment. Happy to jump on a demo - https://t.co/pfsgnRGepl

[PortfolioDesigner @PortfolioDsgnr]

Markets these days are a reminder of why Loss Aversion should be considered in portfolio construction. Our utility portfolios account for this. Join us for our webinar on 9/30 to learn more. #portfolioconstruction #wealthmanagement
https://t.co/rdLk45cjgT

[PortfolioDesigner @PortfolioDsgnr]

Financial advisors have access to a plethora of portfolio solutions. Discover the process that incorporates #behavioralbiases and #financialgoals into #portfolioconstruction and #WealthManagement
Register at: https://t.co/rdLk45bLrl

[PortfolioDesigner @PortfolioDsgnr]

@DasarteYarnway

[PortfolioDesigner @PortfolioDsgnr]

Markets these days are a reminder of why Loss Aversion should be considered in portfolio construction. Our utility portfolios account for this. Join us for our webinar on 9/30 to learn more. #portfolioconstruction #wealthmanagement
https://t.co/rdLk45cjgT

[PortfolioDesigner @PortfolioDsgnr]

Financial advisors have access to a plethora of portfolio solutions. Discover the process that incorporates #behavioralbiases and #financialgoals into #portfolioconstruction and #WealthManagement
Register at: https://t.co/rdLk45bLrl

[PortfolioDesigner @PortfolioDsgnr]

@MVMoneyVisuals @jbrendanfrazier Well said! We like to think that taking risk is a luxury when trying to achieve immutable goals.

[PortfolioDesigner @PortfolioDsgnr]

@T_Gatzemeier The ever present "Risk Premium"