2021 Recap: All-Weather Core

We’re not in the business of making forecasts at SineCera Capital. Rather, we’re focused on building a risk-balanced portfolio that we think serves our clients well without relying upon any market predictions. Understandably, we were quite happy with how our All-Weather Core portfolio performed in 2020, but knew that the law of averages could come into play in 2021. So how to our risk-balanced portfolio do? Better than we initially expected.

All-Weather, Investing, Stocks, Fixed IncomeAdam J. Packer, CFA®, CAIA®January 27, 2022SineCera CapitalRisk Parity, All-Weather, investing, Portfolio

Climbing the Wall of Worry and Finding Goldilocks – Again

Once again, stocks are “climbing the wall of worry.” But why do commentators continue to use such phrases, and why are we so often influenced by them? We may be in unprecedented times, but the catch-all explanations remain the same.

Investing, StocksAdam J. Packer, CFA®August 27, 2020SineCera CapitalAll-Weather, Investing

Equity Diversification & Risk Parity

When it comes to diversifying equity exposure, keeping it simple can lead to a more balanced and efficient portfolio.

All-Weather, Investing, StocksAdam J. Packer, CFA®June 25, 2020SineCera CapitalAll-Weather, Strategy, Investing, Equity

The Imperfect Hedge, Without Wax

What are the best inflation-hedging assets? There’s a lot from which to choose. As a key component to our all-weather strategy, it’s important to highlight our investment selection process. Let the debate begin!