New Home Page

<h2>Part 4: Market Timing – Portfolio Rebalancing as Market Timing</h2>

Part 4: Market Timing – Portfolio Rebalancing as Market Timing

In Part 3, portfolio rebalancing was discussed as a method of keeping a portfolio’s risk stable – and presumably matched to an investor’s stable tolerance of risk For example, an investor targeting a moderate level of risk might rebalance the equity exposure of a portfolio based on how much ...

<h2>Part 3: Market Timing – Buy-and-Hold, Speculation and Risk Management</h2>

Part 3: Market Timing – Buy-and-Hold, Speculation and Risk Management

Consider a simple portfolio of stocks and low-risk bonds For the purposes of this discussion it is reasonable to measure this portfolio’s risk as being the percentage of the portfolio that is in equities Thus, the risk of a balanced portfolio of stocks and bonds would be its 50% equity exposure ...

<h2>Part 2: Market Timing – Short Term (Daily) Equity Market Timing</h2>

Part 2: Market Timing – Short Term (Daily) Equity Market Timing

The shortest trading interval that most ordinary investors (as opposed to high frequency trading firms) consider is daily – primarily because many mutual funds can be traded with little or no trading costs at the end of each trading day With most funds an investor can instruct their investment ...

<h2>5 Questions With Tyler</h2>

5 Questions With Tyler

You’ve appeared on CNBC, Fox Business and Bloomberg an estimated 50 times, what’s it like to be a media darling and so sought after for your financial insight When we started Biltmore Capital Advisors 10 years ago now, it felt great that a smaller boutique firm was getting the media recognition ...

<h2>Part 1: Market Timing – The Long and Short of It</h2>

Part 1: Market Timing – The Long and Short of It

This seven-part series discusses market timing from the perspective of an ordinary investor The series focuses on equity-market timing – although much of the content could be applied to other markets such as bonds, real estate and commodities This first part of the series discusses long term ...