Investment Consulting
International stocks have significantly under-performed US stocks, recently. Investors with allocations to international stocks have watched them perform so poorly on a relative basis that they might question why they own them in the first place. Since June 2008, US stocks[1] have earned ~9% per year...
Porter White Investment Advisors, Inc. is pleased to announce that it has again been named as a Financial Times 300 Top Registered Investment Advisors for 2018. The list recognizes top independent RIA firms from across the U.S. RIA firms applied for consideration, having met a minimum...
In order to make sound investment decisions today, we are forced on making long term projections of portfolio returns. The methodology, assumptions, and original inputs for our approach to predicting long term portfolio returns are originally documented in our white paper titled, Projecting Long Term...
The Wall Street Journal ran a periodic column a few years ago that compared the performance of some of the best stock pickers to that of monkeys throwing darts at a page of stock listings. After some time, the “monkeys” had done so well that...
In an effort to manage risk and reduce volatility, investors often seek to diversify the holdings in their portfolio. Diversification is sometimes described as the only “free lunch” when it comes to investing. The idea behind diversification is that an appropriately constructed portfolio will yield...
