We dive into the Tyler Golden Butterfly portfolio to show you how it is possible to squeeze up to 60% more returns compared to a Buy-and-Hold strategy with only a marginal increased volatility (0.2%).
n this article we will show you how using equily’s ‘Portfolio Power-Up’ tools, we squeezed an additional 243% more returns, for less volatility (0.3%) than a Buy-and-Hold strategy.
In this article we’ll unpack Ray Dalio’s All Weather Fund, a diversified asset allocation mix that took Ray and his team at Bridgewater Associates around 25 years research to discover. The All Weather fund is designed to do well regardless of macro-economic conditions, which we think it’s probably as useful today as it was when it emerged in 1996.
If you are new to investing, you are in the right place. In this series, Helen Lawton, one of equily’s co-founders, outlines some basic principles she followed when she began her investment journey.
Interested in getting a basic understanding of asset classes? In this article Helen Lawton, one of equily’s co-founders breaks down asset classes, to give an overview of what assets can be used to create a diversified portfolio.