One of the most critical factors that investors consider when it comes to building a successful portfolio is the allocation of their assets.
According to studies, only 95% of a portfolio’s risk can be managed through asset allocation. Unfortunately, it’s often the other 5% that will determine your success in retirement.
We add a layer of active management to minimize the negative impact of the other 5%.
When To HOLD
The goal of the strategy is to analyze the various positions in the portfolio to determine if they are being properly allocated.
If the strategy does not find signals to sell or buy, the allocation will not change.
When To SELL
After assessing the various positions in the portfolio, the strategy will then determine if it is an appropriate time to sell positions.
Based on the current market conditions, the strategy will then determine the number of shares that it should sell to protect the investors from excessive losses and volatility.
When To BUY
After assessing the various positions in the portfolio, the strategy will then determine if it is an appropriate time to buy positions.
Based on the current market conditions, the strategy will then determine the number of shares that it should buy to grow.
If you are an investor who has struggled with generating long-term returns that make a real difference in your wealth, we believe our portfolios can help. If you want less anxiety during periods of heightened market volatility and drawdowns, we believe our portfolios can help. And if you are unsure how to balance the various benefits of an active portfolio, we believe our portfolios can help.
If that sounds like your type of investing, we hope you’ll take the time to learn more.
Let us start by introducing the characteristics of the Retire Pittsburgh Iron Portfolios.
The Iron Portfolios were created specifically for investors who are approaching or already retired.
Every decision made in the creation of the approach has been made with their specific needs in mind.
The three core elements of our Iron portfolios:
- Assets diversified across a global investment set.
- Blends traditional and alternative investments.
- Exposure to active momentum investing.
We continually analyze the effect of each step on our portfolio, considering its impact on volatility, returns, as well as other metrics.
The reason we use this structure is it a holistic approach to portfolio management.
On one hand, the approach is comprehensive and durable, rooted in respected, wealth-building investment principles and research. On the other hand, the approach is both comprehensive and durable. It can be adapted to various market conditions and can relieve the stress and anxiety of knowing exactly what to do with your money.
Today’s retirees have access to more information than at any time in history. However, this massive amount of data presents a challenge to the average investor. We believe in this structure because it addresses a major question facing many retirees today — “how do I put it all together for retirement?”
If you find any of these terms unfamiliar, do not worry. We will detail and explain each in our first meeting.
This will enable you to see the exact engineering behind our final result and why to choose Retire Pittsburgh.