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Jan 06 2022

Bridesmaid Strategy Risk/Reward

  • Jan 6, 2022

The “risk-adjusted returns” concept faded further into obscurity in 2021, with the year’s largest drawdown in the S&P 500 a mere -5.2%. But for those who still care about risk, the Bridesmaid strategy—though it often holds highly-volatile stuff like Gold, Commodities, and Small Caps—has been only about 1% more volatile than the S&P 500.

Jan 08 2021

Bridesmaid Strategy Risk And Reward

  • Jan 8, 2021

“Risk-adjusted returns” were all the rage after the Great Financial Crisis. Now that such returns are likely to become relevant again, naturally, there’s little scrutiny of them.

Jan 08 2020

Bridesmaid Strategy Risk And Reward

  • Jan 8, 2020

We know that risk measurements have become passé, what with the S&P 500 having annualized at +13.6% in the last decade without a single drop of 20%. But the Bridesmaid strategy looks great relative to the available asset classes on a risk-adjusted basis.

Jan 06 2018

Bridesmaid Strategy: Picking The Year’s Best Asset

  • Jan 6, 2018

Here’s another way to look at the persistence of momentum across asset classes for the last 45 years.

Jan 06 2018

Bridesmaid Strategy: Risk & Return

  • Jan 6, 2018

The concept of risk is hardly at the forefront of the investor psyche after the second-least volatile year in stock market history.

Jan 07 2017

Bridesmaid Strategy: Return Vs. Volatility

  • Jan 7, 2017

While the consideration of risk seems almost a quaint notion as the bull market nears its eighth birthday, it’s nonetheless worth noting the Bridesmaid allocation strategy has generated a favorable return/volatility trade-off in relation to: (1) the seven candidate asset classes; and, (2) the strategy of owning an asset class with a prior-year total return rank other than #2.