Post Archive by Month

You Asked, So We’ll Answer   FOQ: There are thousands of funds. Why do I own these? Short: Science. Long: This may be our most common question regarding our clients’ portfolios. It’s no secret that here at Great Oak science rules. And the science tells us in no uncertain terms to construct your portfolio according to five rules: 1. Keep costs low; 2. Diversify; 3. Rebalance periodically; 4. Never time the market in any way, shape or form; and 5. Mix in exposure to “factors” (small cap, value, profitability and momentum). Checking all five boxes requires very specific types of …