Risk Parity: How to Invest for All Market Environments

ISBN-13: 9781119812562 / Angielski / Twarda / 2021 / 208 str.

Alex Shahidi

Spis treści

Foreword ixPreface xiAcknowledgments xiiiAbout the Author xvIntroduction xviiChapter 1 What Is Risk Parity? 1Chapter 2 Two Steps to Build a Well-Balanced Portfolio 11Chapter 3 Equities 21Chapter 4 Treasuries 35Chapter 5 TIPS 51Chapter 6 Commodities 63Chapter 7 Other Asset Classes 75Chapter 8 Risk Parity Portfolio Summary 89Chapter 9 Risk Parity Portfolio Historical Returns 99Chapter 10 The Timeliness of Risk Parity 115Chapter 11 The Rebalancing Boost 129Chapter 12 Efficient Implementation 135Chapter 13 When Does Risk Parity Underperform? 143Chapter 14 FAQs 155Chapter 15 Conclusion 173Index 175

O autorze

ALEX SHAHIDI is Managing Partner and Co-Chief Investment Officer at Evoke Advisors, one of the largest registered investment advisors in the United States. He has over two decades of experience as an investment advisor managing billions of dollars for institutional and ultra-high-net-worth clients. Alex is a Chartered Financial Analyst charterholder, a Certified Investment Management Analyst, and a Certified Financial Planner. Barron's magazine has repeatedly ranked him as one of the top financial advisors in the country. Alex has been interviewed on Bloomberg Television and Radio, BBC World News, and Yahoo! Finance and for articles in the Wall Street Journal, Barron's, and other major publications. He has also been featured in numerous podcasts including Capital Allocators, The Investor's Podcast, and Seeking Alpha.