About this item
Highlights
- Through a blend of historical perspective, empirical evidence, and behavioral insight, The Perfect Portfolio reveals a fundamental truth: while we can see which portfolios thrived in the past, the best-performing portfolio of the future remains a mystery.
- About the Author: Peter Lazaroff, CFA, CFP(R) is the chief investment officer for a national wealth management firm overseeing more than $7 billion in client assets.
- 256 Pages
- Business + Money Management, Investments & Securities
Description
About the Book
The Perfect Portfolio redefines what it means to invest well. Peter Lazaroff draws on his extensive experience building portfolios for individuals to show you how to achieve long-term financial success by crafting an investment strategy you can stick with, no matter the market conditions.Book Synopsis
Through a blend of historical perspective, empirical evidence, and behavioral insight, The Perfect Portfolio reveals a fundamental truth: while we can see which portfolios thrived in the past, the best-performing portfolio of the future remains a mystery. That's why this book emphasizes the only logical path forward - building the perfect portfolio for you. Using probability to guide decisions amid uncertainty, Lazaroff teaches you how to choose a perfect portfolio for your personal circumstances that is designed for resilience and consistency.
Lazaroff delves into the secrets of portfolio success: avoiding the temptation of chasing past performance, utilizing diversified asset allocation to balance risk and reward, and understanding that the "perfect" mix of assets is unique to each individual. But what exactly are these key strategies? How can you ensure your portfolio withstands market volatility? And which investments truly stand the test of time?
About the Author
Peter Lazaroff, CFA, CFP(R) is the chief investment officer for a national wealth management firm overseeing more than $7 billion in client assets. As chair of the Investment Committee, Peter is responsible for overseeing the development, implementation, and communication of investment strategy. Peter also hosts of The Long-Term Investor podcast, while regularly contributing articles to The Wall Street Journal and Forbes. Investopedia has named Peter to the Top 100 Most Influential Advisors in the U.S. for the past six years, ranking among the Top 10 in the last three years.