The purpose of Market Insights is for Dightman Capital to be able to share more information about the state of investment markets through the results of various portfolio strategies. We hope this will introduce some helpful concepts around investment growth and risk management.
Occasionally we might dig into the “why”, but most of the time we will be content to deliver the what. As in, what is the current state of different investment strategies and what part of the investment mix can be attributed to current performance.
The biggest point we hope to drive hope is, a traditional mix of stocks and bonds may only be appropriate for part of an investors portfolio. Incorporating a simple timing based system along with a unique mix of traditional stocks and bonds may provide a more complete solution for those investors looking for potentially superior risk adjusted returns.