Portfolio Construction Archives - Melotte Financial Advisors

Diversification Part 2: Correlations

Ken Melotte III2022-05-25T12:11:43+00:00May 25, 2022|

Yesterday I discussed the concept of diversification (what it is and what [...]

Ken Melotte III2022-05-25T11:06:19+00:00May 25, 2022|

Correlations Between Annual Returns of Major Asset Classes (2000 - [...]

Ken Melotte III2021-02-01T17:19:15+00:00February 1, 2021|

Executive Summary Today, I want to compare the investment opportunity [...]

Ken Melotte III2020-11-14T09:01:32+00:00November 14, 2020|

Executive Summary The returns on both stocks and bonds for [...]

Ken Melotte III2020-03-13T09:33:05+00:00March 13, 2020|

It’s official, the U.S. stock market has been in a [...]

Ken Melotte III2018-10-04T08:09:09+00:00October 4, 2018|

I’ve provided you with performance of various asset classes around [...]

Ken Melotte III2018-03-19T11:07:36+00:00March 19, 2018|

As discussed at length, I have significant concerns about U.S. [...]

Ken Melotte III2018-03-06T18:02:38+00:00March 6, 2018|

Have you ever heard of the volatility tax? In case [...]

Ken Melotte III2018-03-06T11:32:27+00:00March 6, 2018|

My expectation for losses in U.S. stocks during the next [...]

Ken Melotte III2017-04-26T12:08:10+00:00April 26, 2017|

I'm breaking out a video camera and a whiteboard. This [...]