January 9, 2018 Since April of 2014 Trendhaven has been managing client accounts in a strategy that has just completed its 26th year. The tactical approach using high-yield bond funds has been very successful in achieving its absolute return investment goal. Only one calendar year had a slightly negative return, and maximum drawdown net of …
October 20, 2017 By Michael Choniski, Trendhaven Investment Management I received a beautiful brochure from JP Morgan Asset Management that said that their SmartRetirement strategies have been widely recognized for their strong risk adjusted and consistent returns. These are target date funds that invest in other funds and vary the exposure both across and within …
May 9, 2015 Even though buy & hold investing using modern portfolio theory has worked well during bull markets for stocks, it can become a dangerous approach quickly. Current market conditions suggest a more active approach is well advised. Apply it to a focused strategy. American journalist, satirist, and scholar H.L. Mencken is credited with …
May 6, 2015 One should learn to sail in all waters – Italian proverb For yield and less interest rate sensitivity, high-yield bonds look attractive Current market conditions suggest that a more active management approach may be in season There are more than a few investors these days that feel the frustration of what seems …
January 20th, 2015 Robo-advisors may not be a “betterer” idea than traditional advisors if all you get is a diversified “buy and hold” approach. If you are a long-term buy and hold investor you should be prepared to weather an occasional 4-7 year period of diminished portfolio value. If that troubles you, perhaps you should …