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

Risk Parity in 2020

On March 10, 2020, we wrote a post (“Preparation Beats Reaction”) that highlighted how our All-Weather risk parity portfolio fared after one the largest single-day losses in equity markets since 2008. At the time, we could never have predicted the year we were about to endure. But if 2020 taught us anything it was that preparation still beats reaction.

Investing, Stocks, Fixed IncomeAdam J. Packer, CFA®, CAIA®January 13, 2021SineCera CapitalInvesting, Markets, Risk Parity

The Uncorrelated Mind