These documents have been floating around the blogosphere, but I figured I should post them nonetheless since many likely haven’t seen them. I haven’t read them in their entirety yet, but if they’re on par with Dalio’s usual work then they’ll be very good. Hopefully more insights will come when I get around to reviewing them in full (thanks to Meb Faber for the links):
A Template for Understanding
Risk Parity is About Balance
Engineering Targeted Returns and Risks
** And if you haven’t read the Economist piece and my comments on Dalio then see here….
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.
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