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The Permanent Portfolio: A Simple All-Weather Investment Strategy?
Advisors looking for simplicity can follow this four-part portfolio allocation.
By Nasdaq
April 12, 2023
- Advisors
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One of the biggest problems many advisors face is talking a panicked client down from the metaphorical edge. Not as in jumping off a building, but panic-selling everything and going to cash "to wait for the market bottom". I'm seeing this play out right now with the huge inflows to money market funds.
Beyond the irrationality of market timing, the prevalence of this phenomenon points to a widespread problem: the tendency for most investors to underestimate their risk tolerance. While helping them understand this is part and parcel of an advisor’s job, there's only so much you can do.
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About Trackinsight
Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.
Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.
In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.
This strategic partnership solidifies Trackinsight's position as a premier provider of ETF selection and analysis tools, while strengthening Kepler Cheuvreux’s commitment to becoming a leading player in the ETF sector.
Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.
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