48 results for portfolio allocation
Showing 1–48
LEADResearch Leader as Portfolio Allocator
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A research org wins by concentrating compute on a few big bets and disbanding the rest — not by letting a bottom-up credit market allocate it.

Why Google failed to make GPT-3 + why Multimodal Agents are the path to AGI — with David Luan of Adept · Latent Space (swyx & Alessio)

FINGold-Liquidity-Bitcoin Lead Sequence
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Use gold's 6-month head start and global liquidity as advance signals for Bitcoin's next major move

Bitcoin is UP 50% Against Gold (Most People Missed This) — Bram Kanstein · Bram Kanstein

FINCustom Factor Portfolio Sensitivity Analysis
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Identify and hedge portfolio risks standard Barra models miss by building bespoke thematic factors

Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides

FINMulti-PM Sharpe Stacking via Low Correlation
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Combine 0.9-Sharpe idiosyncratic PMs at low correlation to engineer a 2.5+ portfolio Sharpe

Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides

FINRisk Box PM Partnership Model
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Predefined PM guardrails that protect downside while enabling decade-long investment relationships.

Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides

FINTrade-Transparency Manager Due Diligence
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Uncover serial good decision-makers by watching how PMs trade—not just monthly snapshots.

Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides

FINBitcoin-First Personal Balance Sheet
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Anchor your liquid portfolio in self-custodied Bitcoin, then use ecosystem instruments as accumulation fuel

Peter Dunworth: $300 Trillion Is About to Flow Into Bitcoin — Robin Seyr · Robin Seyr

FINLife-Stage Bitcoin Exposure Selector
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Match the right Bitcoin vehicle to your life stage and risk tolerance to avoid misaligned allocations.

Banks are Coming: $82K BTC, $16T by 2030, and Morgan Stanley's Move that Nobody is Talking About — Nicki Sharma · Nicki Sharma

FINCore-Satellite Risk Allocation
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Capture asymmetric upside in a theme while sleeping well by keeping 80–90% in the anchor asset

TAO Is Waking Up… Here’s What I’m Watching — JM Crypto · JM Crypto

FINGlobal Diversification Dominance
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Home bias is always wrong — own the world, not your postcode

The Golden Age of Returns is Over · Mike Staunton & Paul Marsh

FINTail-Risk Portfolio Design
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Design for the worst 1-2% of times — that's when compounding breaks

If You Understand This, You'll Never Fear a Market Crash Again · William J. Bernstein

FINThe Human Capital Reframe
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Your future earnings dwarf your portfolio — so own more stocks when young

If You Understand This, You'll Never Fear a Market Crash Again · William J. Bernstein

FINIndex-First Default with Earned Active Allocation
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Default to a global index; only run an active sleeve if you've earned the time and skill.

How to Invest in Stocks · Sasha Yanshin

FINThe Memorisable Portfolio Rule
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If you can't recite every fund you own from memory, your portfolio is too complex.

The One Thing You Need To Invest In · Ramin Nakisa

FINThe Cult of Alpha (Modesty-First Investing)
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Admit your limits, buy the index, stop trying to beat professionals who already lose 95% of the time.

The One Thing You Need To Invest In · Ramin Nakisa

FINThree Gates of DIY Stock Picking
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Only pick stocks if you pass interest, education, and time.

This Is How You Build Wealth · Richard Coffin (The Plain Bagel)

PRODThe Annual Financial Review Checklist
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One day a year to keep the simple machine in tune

Change How You Think About Money · Pete Matthew

FINSpeculative Sleeve Allocation
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Cap your speculation at a percentage you can lose.

The Investing Advice I Wish I Knew Earlier · Toby Newbatt

FINSimple Disciplined Index Investing
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Low-cost, globally diversified, and held — the boring playbook that wins

The Problem With Saving 10% of Your Income · Ben Felix

FINBounded Home Country Bias
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Tilt 10-30% to your home market for cost, tax, and geopolitical resilience

The Problem With Saving 10% of Your Income · Ben Felix

FINThree-Pillar Bitcoin Valuation Model
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BTC's addressable market is the sum of three independent mega-trends

Invest in This – It'll Be Worth $1.5 Million by 2030 | World Leading Investing Expert · Cathie Wood

FINNarrative-Stripped Portfolio Sizing
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Bypass asset bias by evaluating risk-return in isolation, then size based on portfolio math—never zero

Why Bitcoin Will Eat the Biggest Market on Earth — Robin Seyr · Robin Seyr

FINThe Schultheis Three-Principle Passive Wealth System
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Build wealth through three simple principles while ignoring Wall Street

Schultheis Coffeehouse Investor Philosophy · Bill Schultheis

FINThe Coffeehouse Simple Index Investing System
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Build wealth through three simple principles while ignoring Wall Street

Coffeehouse Investor: Ignore Wall Street, Build Wealth · Bill Schultheis

FINThe Coffeehouse Three-Principle Investing System
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Build wealth through three simple principles while ignoring Wall Street

The Coffeehouse Investor: Build Wealth, Ignore Wall Street · Bill Schultheis

FINReasonable Over Rational Financial Planning
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Choose financially reasonable strategies you can actually stick with long-term

The Psychology of Money · Morgan Housel

LEADVenture Assistance Triad
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Drive real value through talent, introductions, and existential counsel

20VC — Vinod Khosla on Venture Assistance, Bold Bets, and What VCs Get Wrong · Vinod Khosla

MINDFinance as Psychology Framework
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Behavioral mastery trumps technical skill in financial success

Morgan Housel — Walking and Thinking · Morgan Housel

FINAll Weather Risk Balancing Approach
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Diversified asset allocation

Engineering Targeted Returns and Risks · Bridgewater Associates, LP

MINDRebalancing Your Investments
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Maintain Your Asset Allocation

I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works. · Ramit Sethi

FINThe Index Fund Selection Framework
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Choose low-cost index funds

I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works. · Ramit Sethi

FINAsset Allocation Framework
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Balance Risk & Reward

I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works. · Ramit Sethi

STRCompany Position/Industry Attractiveness Screen
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Portfolio Evaluation

Competitive Strategy · Michael E. Porter

STREmergent vs Deliberate Strategy
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When the future is uncertain, let strategy emerge through learning; when the path is clear, execute deliberately

The Innovator's Solution · Clayton M. Christensen & Michael E. Raynor

FINThe VC Fund Structure
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Understanding how VCs get paid, how their funds work, and what drives their behavior gives founders an information advantage

Venture Deals: Be Smarter than your Lawyer and Venture Capitalist · Brad Feld & Jason Mendelson

STRBuyer Selection and Purchasing Strategy
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Choose your customers strategically to improve margins and competitive position

Competitive Strategy: Techniques for Analyzing Industries and Competitors · Michael E. Porter

FINThe Golden Trio Account Structure
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Three accounts that give instant clarity on business health

Profit First for Real Estate Investing · David Richter

FINThe Fun Money Allocation Rule
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Index 85-95% of your portfolio, then play with the rest guilt-free.

The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street and Get On with Your Life · Bill Schultheis

FINThe Investment Time Horizon Risk Framework
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Risk is not volatility -- it is not having money when you need it.

The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street and Get On with Your Life · Bill Schultheis

FINThe Three Fundamental Principles of Investing
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Asset allocation, approximate the market average, and save enough.

The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street and Get On with Your Life · Bill Schultheis

FINThe Rebalancing and Tax Harvesting System
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Systematically maintain your target allocation while capturing tax benefits

A Random Walk Down Wall Street · Burton G. Malkiel

FINThe Smart Beta and Factor Tilt Framework
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Enhance index returns with disciplined tilts toward proven risk factors

A Random Walk Down Wall Street · Burton G. Malkiel

FINLifecycle Investment Guide
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Adjust your asset allocation as you age from aggressive to conservative

A Random Walk Down Wall Street · Burton G. Malkiel

FINThe 50/50 Portfolio Rebalancing Rule
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Maintain a fixed stock-bond split and rebalance when it drifts beyond thresholds

The Intelligent Investor · Benjamin Graham

STRThe Simplicity Investing Principle
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Complex investments exist to profit their creators, not their buyers

The Simple Path to Wealth · JL Collins

STRThe Wealth Stages Model
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Shift your investment strategy between accumulation and preservation phases

The Simple Path to Wealth · JL Collins

STRThe Barbell Strategy
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Combine extreme safety with extreme risk -- avoid the dangerous middle

Antifragile: Things That Gain from Disorder · Nassim Nicholas Taleb

MINDThe Antifragility Triad
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Classify everything as fragile, robust, or antifragile to navigate uncertainty

Antifragile: Things That Gain from Disorder · Nassim Nicholas Taleb