The 75/50 Portfolio: A Process Drilldown [View article]
Roger: Thanks very much for your article. I learned a lot. However, this quote kind of threw me: "The way this has played out for me has been down less. I have had a couple of years being very close to the market during up years and one year that the SPX was up very little and I was up a lot. Generally, I expect to lag a little when the market is up a lot and hope to do well the rest of the time including hoping to go down less when the market goes down a lot." George Orwell couldn't have said it better . . . I think!
The 75/50 Portfolio: A Process Drilldown [View article]