We’ve been discussing risk often on this blog this year, trying to come at it from a number of different angles. It’s one of those core topics in investing that deserves all the attention it gets. No doubt about it, … Continue reading
Last week we discussed different aspects of risk and how to measure it. I’d like to follow up with a short note about a primary source of risk. I’m sorry to say it’s looking you in the mirror.
Investing is risky. That’s no secret. But I find that many investors get fixated on the elements of risk that matter least and ignore the risks that matter most. When I meet with new clients I try to focus the … Continue reading
“I never want to lose money.” This sounds like a modest and reasonable investment goal, one that would be far easier to achieve than one that, for instance, aims for significant growth over a long time span. But is it? … Continue reading
When we ask what your portfolio looks like, we mean it literally. We find that a visual representation of a few critical metrics can tell us a lot about your portfolio and how it can be expected to perform. Let’s … Continue reading
Windham Global Solutions, the portfolio and risk management experts, is an essential provider for Osbon Capital. Windham held its second annual investment conference last week in downtown Boston. What happens when you put savvy Windham people in a room for two … Continue reading
First the “flash crash.” Then the Facebook trading debacle. Now, Knight Capital shoots itself, accidentally and critically. What’s going wrong with the basic market function of an orderly match between buyers and sellers? Let’s look closer look inside the maelstrom that is … Continue reading
Dollars are pouring into social media investing. Even Facebook’s botched IPO, aka “Faceplant” hasn’t stopped the inflow of money chasing the next big thing. Of course, there’s an ETF (exchange traded fund) for social investing, called SOCL, which has already … Continue reading
Yes, it’s that time of year again. A time for lists – Christmas, New Year’s resolutions, among others. Add one more: your 2012 investment fitness checklist. If you want to wake up on New Years Day knowing that your portfolio … Continue reading
Two clients have recently requested an Armageddon portfolio from Osbon Capital, a portfolio designed to withstand and possibly even profit from horrible events yet to occur. Why would anyone want such a portfolio, and what does it look like?
Each of my 25+ years in the investment industry has reinforced one key idea it's impossible to predict the future, but essential to prepare for it.
This blog discusses developments in the economy, politics, and the markets, all from the perspective of what matters most to individual investors. Don't look for wild predictions, urgent stock picks, or hot deals. Instead, expect clear, practical ideas on investing and wealth preservation that help investors make responsible financial plans.