Author: Monte
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Model Hedge Fund Portfolio: 2024 Performance Recap
Hey everyone, I wanted to write a note looking back on market results for 2024 and how they impacted the Model Hedge Fund Portfolio. In the next post I will review analyst predictions for 2025, but first I wanted to give a recap of what happened in 2024 and explore a few of the underlying… Read more
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A $10,000 Hedge Fund Portfolio
Someone asked me recently how they could implement a retail hedge fund portfolio with $10,000. The Model Hedge Fund Portfolio is simple and easy to understand, but it can’t be implemented with $10,000. Liquid alts like Vanguard’s Market Neutral hedge fund have large minimum investments, so we need to look for alternatives. Even more challenging,… Read more
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Model Hedge Fund Portfolio
BNY Mellon uses a model portfolio with 55% stocks, 30% bonds, and 15% hedge funds in their annual report of market predictions. What does this look like for a retail investor using available mutual funds and ETFs, and specifically using hedge funds packaged in mutual fund format? Previously I wrote about this, calling it a… Read more
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March 2024 Newsletter
Since the start of the year, the S&P 500 is up over 8%, multi-strategy continues its triumph in the hedge fund world, and Bitcoin has returned to its all-time highs. What do you need to know in this environment to make smart investing decisions? The good news is probably nothing. Default investments like target date… Read more