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Investment outcomes and strategies have changed considerably since 2008. Broken Pie Chart demonstrates the failures of classical diversification and asset allocation, pointing out that the backward-looking methods used by traditional financial professionals will not work moving forward.
Derek Moore explains why traditional risk-spreading leads to losses during sell-off periods, and contains risks that many investors do not recognize until it is too late. He also reflects on the changes in the financial market since the global financial crisis, and how these changes may affect your asset allocation and risk management decision-making in a landscape of lower rates and higher risks.
With this work, readers can take a fresh look at their portfolios by identifying the emerging asset classes that will lead to investment success, using effective financial strategies to enhance their position, and placing smart floors, hedges and buffers to minimize risk.
Price: $48.99
Pages: 224
Publisher: Emerald Publishing Limited
Imprint: Emerald Publishing Limited
Publication Date:
09 February 2018
ISBN: 9781787435544
Format: Hardcover
BISACs:
BUSINESS & ECONOMICS / Investments & Securities / Portfolio Management, Investment & securities, BUSINESS & ECONOMICS / Finance / Financial Risk Management, BUSINESS & ECONOMICS / Investments & Securities / General, Finance, Finance & accounting
Moore, who helps individual investors build portfolios to deal with various market conditions, contends that traditional asset allocations in investing may fail in the future and describes the need for new asset classes to modernize the investment pie chart to withstand risky markets. He explains why bonds’ past performance can’t predict future results, misunderstandings about target date funds, why diversification fails, the need for strategies that generate returns in sideways and bear markets, the consequences of current economic conditions, the importance of sequence of returns, strategies that can input a hard floor below the market to hedge risk, short volatility as a small piece in new portfolios, synthetic options, and risk-adjusted returns.
Founder and President of Razor Wealth Management, LLC, Derek Moore helps individual investors build portfolios to weather various market conditions.
As Director at ZEGA Financial, he spoke around the country to educate advisors on risk management and alternative strategies. Derek was also the Director of National Education for TD Ameritrade. There he founded a client education program and delivered presentations to large and small groups nationwide.
Derek has completed four full Ironman Triathlons. He resides in Scottsdale, AZ.
Introduction - Did 2008 Teach Us Anything?
Chapter 1. What's in Your Pie Chart?
Chapter 2. Why Bonds Past Performance Can’t Equal Future Results
Chapter 3. Target Date Funds Surprise
Chapter 4. Why Diversification Fails In Market Selloffs
Chapter 5. What If We Go Sideways Or Down?
Chapter 6. This Time Is Different?
Chapter 7. Why Sequence Of Returns Matter For Your Retirement
Chapter 8. Alternative Solutions And Hard Floors For Portfolios
Chapter 9. Volatility Is An Emerging Asset Class
Chapter 10. Synthetics To Build Positions With A Seat Belt
Chapter 11. Risk Adjusted Returns Matter