Market Update with Chris Gauthier, CFA
Presentation from Stonehearth Capital Management's Semi-Annual Breakfast Seminar held on May16, 2015 at the Danversport Yacht Club.
7. Security Selection Alternative
• Absolute Return
• Expected Return is > Inflation (Net of All Fees)
• Long Term Investment Themes
• Help Reduce Drawdowns
9. Security Selection US Equity
• Factor Based (Please don’t call it smart beta)
• Expected Return is > US Equity
• Long Term Investment Themes
• Risk Management within the Portfolio
13. Security Selection
Fixed Income
• Factor Based
• Expected Return is > Fixed Income
• Long Term Investment Themes
• Risk Management within the Portfolio
14. THANK YOU!
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Disclosure
Hinweis der Redaktion
3 pieces to Building Portfolios. Everything starts with a philosophy or belief system.
Buffet rule Lose 20 need to gain 25 Your goals are not measured in days or weeks
Every client of SCM has a portfolio that is a variant of the 3 risk levels. 5-7 8-11 11-15 S&P 18
11% Average Investor
Not Linear but iterative. Does not fit into a presentation style 1981 18% today 3%.
Outperform over time. Academic and my experience. Must be lterm evidence of +returns, Can be captured by trading liquid instruments. Need to know the why it will persist into the future.