Trend Following Done Right

My last article, “The Trend Is Your Best Friend – Here Is Why”, showed how investors can benefit from applying trend following to all investment assets. This article will explain the best ways to do that. A common but flawed approach is to add a modest amount of trend following to one’s portfolio using managed […]

The Trend is Your Best Friend – Here Is Why

Most investors believe they should buy and hold stocks and bonds. They might add modest allocations to alternatives such as foreign stocks, managed futures, gold, or factor tilts. Only a few investors refuse to follow the crowd and go beyond their familiarity biases. Instead, we try to use “First Principles.” This is the ability to […]