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Multi-Asset Investing: A practical guide to modern portfolio management by Yoram Lustig

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29. Investment strategies

Investment strategy is the plan – the set of rules, principles and processes – that guide the asset allocation and investment selection of a portfolio to reflect its investment objectives and constraints. A strategy is about making choices, deciding what to do and what not to do. Investment strategy is about balancing potential performance and potential risks.

The Holy Grail of investment strategy is performing well when markets rally and avoiding falls when markets crash (being conservative when markets fall and aggressive when markets rise). Unfortunately, the reality of investments is that only a small number of highly skilled investors are able to achieve this and they charge a very high fee for this service. ...

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