Let’s evaluate combining asset allocation mandates across secular and cyclical bull and bear markets from January 1990 through September 2010. First let me offer definitions of these various mandates. Buy and Hold or Tactical approach means a mix of equities, fixed income, and cash designed to capture broad market returns with some portfolio manager allocation [...]
Tag Archives: relative return
Is Buy and Hold Dead, Nah it’s just Volatility Stupid!!!
In todays world is buy and hold a viable strategy, or as I also call it relative return investment management. Why? Market downturns have certain investors trying to time the market. Dalbar, a financial services research firm published an interesting study. From 1988 to 2009 the S&P Index returned 8.2% while the average equity mutual [...]
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About Rick Helbing, CFP®, ChFC
Rick Helbing is a Certified Financial Planner™ who provides strategic financial planning to Medical Professionals, Dental Professionals, and Family Business Owners. He has been innovating on behalf of his clients for over 25 years. Named one of the top 150 advisors in the country for physicians by Medical Economics magazine.
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