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Portfolio Rebalancing

This lesson discusses the reasons to rebalance, different methods to rebalance and how to choose a rebalancing approach. https://vimeo.com/602692395 Transcript Download the transcript What Is Portfolio Rebalancing This lesson is on portfolio rebalancing. Portfolio rebalancing is when you sell assets that are overweight a strategic target and reallocate the proceeds from that sale to assets that are underweight the strategic target. Rebalancing presumes there actually is a … [Read more...]

6: Implement Your Portfolio

Once you have chosen a long-term target allocation and portfolio using specific ETFs, funds, or other investment vehicles the next step is to implement the portfolio by selling and buying specific assets. The following module addresses some of the challenges and questions that arise with implementation such as how to allocate between different accounts, how and when to rebalance back to your target allocation, and how to factor in taxes in your investment decisions. Lessons include: How … [Read more...]

Convertible Bonds

This video is on how to evaluate and invest in convertible bonds. Topics covered include: The role of convertible bonds How convertible bonds work How to analyze convertible bonds How to estimate convertible bond expected returns Convertible bond risks How to invest in convertible bonds https://vimeo.com/505926776 Transcript Download the transcript This video discusses convertible bonds and how to invest in them.  Convertible Bond … [Read more...]

Bank Loans

This lesson describes the characteristics and risks of bank loans and how returns are estimated. Additional Resources Episode 423 of the podcast goes into even greater detail on bank loans and collateralized loan obligations. https://vimeo.com/161060012 … [Read more...]

Using The Investment Conditions Report To Adjust Your Portfolio

Once you have set a long-term target asset allocation that you have implemented through ETFs and other investment vehicles, how should you adjust that allocation based on market conditions? In particular, what adjustments should you make if any based on the Hub’s monthly investment conditions report. The purpose of the investment conditions report is to identify major changes in the market environment—either positive or negative—that suggest investors would be prudent to reduce risk (by … [Read more...]

5: Investment Conditions and Strategy Report

Once you have implemented your portfolio, the next step is to periodically review investment conditions such as market valuations, economic and central bank trends, and market internals, which includes trend, momentum and sentiment data, to determine if there is a regime change that suggests you should make adjustments to your asset allocation and portfolio structure. The first lesson provides an overview of the investment conditions and strategy report including its purpose, how to use it, … [Read more...]

Smart Beta Investment Conditions

Several comprehensive research studies by Research Affiliates showed that the starting valuations for smart beta strategies are significant contributors to subsequent performance. In their article, To Win with “Smart Beta” Ask If the Price Is Right, Research Affiliates studied the historical valuations of smart beta and their subsequent returns and concluded that for almost all of the eight factors and eight smart beta strategies they studied there "was negative relationship between starting … [Read more...]

How To Implement Smart Beta Strategies

This video lesson covers how to implement smart beta strategies including using single factor versus multi-factor smart beta ETFs and whether to adjust smart beta allocations based on market conditions. Here is the article referenced in the video: How Can Smart Beta Go Horribly Wrong https://vimeo.com/156879127 … [Read more...]

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