About This Episode

“A portfolio is like a bar of soap. The more you handle it, the smaller it gets.”  – Darcy Howe

Markets around the world are turbulent at the moment as inflation and geopolitical conflicts have many investors on edge.

It’s human nature to want to take action in the face of instability.

So what can you do to secure your future? Should you change your portfolio strategy? Are there new opportunities to take advantage of? Is it better to stay the course?

In this episode, Marcelo and Keith talk about how to manage money during turbulent times. We explore the research around the performance of tactical asset allocation strategies, why these “opportunity funds” are appealing to many investors, how balanced funds perform compared to tactical allocation, key strategies you can use to weather the storm of volatile markets, and so much more!

Thank you for listening!

Key Topics:

  • Introducing today’s topic and the four themes we’ll be covering (0:48)
  • Why many investors might be wondering if it’s time to adjust their portfolio (1:56)
  • What are tactical asset allocation strategies? (3:39)
  • Testing our hypothesis about the effectiveness of moving money around (6:54)
  • Tactical allocation versus balanced fund returns over the last 20 years (8:04)
  • Adjusting for survivorship bias amongst tactical allocation funds (10:16)
  • How portfolio structure trumps trading (13:28)
  • Why outperforming the market consistently is highly unlikely (15:01)
  • Market timing and the massive impact it has on your portfolio (17:36)
  • The long-term value of consistency (21:44)
  • Diminishing returns from tactical allocation (23:15)
  • And much more!

Meet your hosts

Keith Matthews

Keith Matthews

Partner & Portfolio Manager

linkedin  email  phone

Marcelo Taboada

Marcelo Taboada

Associate Portfolio Manager

linkedin  email  phone

Lawrence Greenberg

Lawrence Greenberg

Associate Portfolio Manager

linkedin  email  phone

Thanks for Listening! 
Be sure to subscribe on AppleGoogleSpotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112 Follow Tulett, Matthews & Associates on social media on LinkedInFacebook, and more! Follow The Empowered Investor on FacebookLinkedIn, and Instagram

Related Episodes

You Chase – You Lose!
You Chase – You Lose!

Chasing performance is what happens when you see a stock or sector performing well or other investors reaping big rewards so you decide to buy in at the high levels. It’s not at all a new phenomenon as there are always stocks with new and exciting stories inducing the fear of missing out.

read more
2021 Year in Review
2021 Year in Review

In this episode, Keith, Marcelo, and Andrew talk about why we invest, what success looks like, the four quadrants of success, the importance of connection and relationships, the power of gratitude, saving for experiences, and so much more!

read more

Stay up to date with the latest episodes and posts

© Copyright 2022  |  Tulett, Matthews & Associates        Conflict of Interest Disclosure      Privacy Policy      Legal