Category: Portfolios

  • A $10,000 Hedge Fund Portfolio

    A $10,000 Hedge Fund Portfolio

    Monte

    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

  • Model Hedge Fund Portfolio

    Model Hedge Fund Portfolio

    Monte

    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