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About Micah Wakefield

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So far Micah Wakefield has created 4 blog entries.

Asset Allocation Strategies

By definition, systematic risk cannot be diversified away. Therefore, at Swan, we believe if you can't diversify away systematic risk, you must hedge it away. The goal of this study is to show how hedged equity, through an investment vehicle such as the Defined Risk Strategy, can be superior to traditional asset allocation or help enhance it.

By | February 17th, 2017|DOCUMENTS, Research|Comments Off on Asset Allocation Strategies

Market Forecasts & the Value of Predictions

Every year experts rush to publish market forecasts. But how accurate are these predictions? See how reliable market forecasts are, and why we at Swan don't make them.

By | January 19th, 2017|Blog|Comments Off on Market Forecasts & the Value of Predictions

S&P 500 Sector Change — Notice XLRE and the Swan Defined Risk Strategy

S&P 500 Sector Change (XLRE) and Impacts on the Defined Risk Strategy  Sector Change - Impacts for the Swan Defined Risk Strategy   Real estate became its own equity sector within the GICS [...]

By | September 19th, 2016|Uncategorized|Comments Off on S&P 500 Sector Change — Notice XLRE and the Swan Defined Risk Strategy

A Sideways Market for U.S. Stocks: Déjà vu All Over Again?

Examining Sideways Market Conditions and Investment Strategies Download in PDF Haven’t we seen this before? A well-circulated chart made its way around the investment world throughout 2015. It was a chart comparing the [...]

By | January 6th, 2016|Blog|Comments Off on A Sideways Market for U.S. Stocks: Déjà vu All Over Again?