A popular portfolio strategy is dead

Finally. A death that should have occurred a long time ago has finally come.

Bank of America recently put the final nail in the coffin of one of the most popular strategies taught and implemented over the last 50 years. Odds are you’ve probably at some point in your life had this portfolio strategy implemented for you, or maybe you still do?

For some reason academia and the majority of portfolio managers loved this strategy. At Iron Gate, we’ve never subscribed to the philosophy and are glad that people are realizing it. (In fact, we’re celebrating its death!)

In today’s podcast we discuss why this portfolio became popular and why it doesn’t work for most people. We also discuss our philosophy which has more to do with YOU than academia or popularity.

Here’s to wise investing,

Iron Gate Global Advisors



The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.

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