AssetAllocation

The Core-Satellite Strategy: Balancing Stability and Growth in Your Retirement Portfolio

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As I look at my 17-year horizon toward retirement, I often compare my investment strategy to the business I have run for the past decade. In business, you don’t just rely on one product to sustain the company forever; you balance your stable, cash-flowing lines with innovative new ventures. You must protect the foundation, but … Read more

The Sweet Spot: Why I Manage a 10-Asset Portfolio

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There is a popular belief in the investment world that “more is better.” If you hold 50 stocks, you are safer than if you hold 5. If you hold 100, you are safer still. But in my 10 years of running a business, I have learned that complexity is rarely your friend. In fact, when it comes … Read more