Nika Zaridze

Adaptive Portfolio – Allocation Changes

We made adjustments to reduce portfolio risk to the Defensive allocation. This blog post outlines the rationale for our allocation changes. Returning to a focus on capital preservation Our investment process emphasises the difference between an environment generally supportive of equities, which is more or less the normal state of affairs, and a more challenging …

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ETFmatic Portfolio Rebalancing Strategies

In the process of developing our rebalancing methodology we reviewed several research papers investigating the efficiency of rebalancing strategies. Then, we have taken into account trading and settlement cycles of the assets that constitute our portfolios to provide an additional layer of optimization. As a result, we have implemented a portfolio rebalancing methodology that can …

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How to respond to crashes and corrections

In this Video Robin Powell and Lars Kroijer explain how to respond to crashes and corrections? Hello there. Throughout stock market history, there’ve always been crashes and corrections, and there always will be. What’s more, it’s at precisely those times of extreme market turbulence that investors tend to make their biggest mistakes. Here’s the investment …

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Could Hedged ETF funds offer safety in uncertain times?

ETFs offer a simple, effective, diversified, low-cost way of investing. But as they typically track broad indices, when the markets are down across the board, so are your investments. With many investors becoming increasingly concerned about risks such as inflation and volatility, hedged ETF funds could offer investors the chance to hedge against losses or …

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Three big investment mistakes to avoid

In this Video Moira O’Neill and Robin Powell explain how you can avoid three big investment mistakes. RP: Discussions about investing at dinner parties often revolve around spotting a brilliant opportunity.But identifying a great investment in advance is extremely difficult to do.Investment journalist Moira O’Neill says it’s more important to avoid making mistakes. The most …

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