I help individuals and investment firms improve their investment performance. Through Focused 15 Investing, I provide model portfolios of ETFs that seek to avoid losses and produce high-risk-adjusted returns using a small set of liquid stock and bond ETFs. The target weights for the ETFs in the ...
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I help individuals and investment firms improve their investment performance. Through Focused 15 Investing, I provide model portfolios of ETFs that seek to avoid losses and produce high-risk-adjusted returns using a small set of liquid stock and bond ETFs. The target weights for the ETFs in the model portfolios are determined using proprietary algorithms to favor resilient asset classes and to avoid vulnerable asset classes, based on our proprietary Market Resilience Index™ series for each asset class. https://focused15investing.com/
Earlier in my career, I provided management consulting services to innovation-driven businesses focused on management team development. I have also written books and articles on the leadership of investment organizations and other insight-driven businesses.
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