We’ve put together our favourite links to read for the month of June. We hope you enjoy them as much as we did.
Advisoranalyst.com | Is It Time To Retire The 60/40 Portfolio?
If ever there was a mantra in the investment world, it is that you have to diversify. Everyone knows that combining uncorrelated assets into a portfolio reduces the risk of destructive drawdowns. For several decades now, the iconic way to realize diversification in investment portfolios has been through a balance of 60% stocks and 40% bonds (60/40).
In Fast Company’s Shape of Tomorrow series, they are asking business leaders to share their inside perspective on how the COVID-19 era is transforming their industries. Here’s what’s been lost—and what could be gained—in the new world order.
Latest memo from Howard Marks | The Anatomy of a Rally
YouTube channel | Data is Beautiful
A first-year PhD student, data geek, who enjoys making visualizations as a hobby.
LinkedIn | The Big Cycles Over The Last 500 Years
Lengthy LinkedIn posting from Ray Dalio covering key excerpts and elements from his book, The Changing World Order.
Jasonpereira.ca – The Wisdom of Wealth Management Blog | Questrade’s Marketing: Valid Points, the Denial of the Value of Advice, and Undeliverable Brand Promises.
There’s one company in Canada that financial advisors almost universally hate: Questrade. It’s no mystery as to why; after all, Questrade has – for years – focused its marketing efforts on ads attacking the advisory industry, questioning our value and above all else, our cost.
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