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  • The Zen Alpha Portfolio

Portfolio Design

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Why I Built The Zen Alpha Portfolio

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by  Erik Conley

I’ve been in the markets for about thirty-five years. Buy-side the whole time, which means I wasn’t selling anything to anyone, I was responsible for investment results. For part of that run I ...

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Investing Best Practices: A 3-Step Portfolio Checkup

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by  Erik Conley

It’s time. Haloween decorations are going up, football season is in full swing, and your portfolio is due for a routine inspection. Use this quick-and-dirty checklist to make end-of-quarter rebalancing easy. It’s important ...

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Factor Based Model Portfolio: The Zen Ten

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by  Erik Conley

The Zen Ten model  is designed as a buy & hold portfolio. At the end of every December I run three consecutive and independent screens. The first is a gauge of sentiment towards ...

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How to Design a Tailor-Made DIY Portfolio that Fits you like a Glove

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by  Erik Conley

In the end, it all comes down to the way your portfolio is designed. Investors today are faced with a daunting task – how to sock away enough money so that they won’t ...

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The Idiot’s Guide To Asset Allocation

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by  Erik Conley

The finance industry constantly strives to confuse investors with new, more sophisticated and increasingly complex ways to manage risk and generate returns. But these new products and strategies generate their own risks — ...

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