December 2023 | Portfolio Update

December 2023 | Portfolio Update

What Investors Think Should Happen Versus What Is Actually Going On “The plural of anecdote is not data.” –Roger Brinner As systematic trend followers, we make decisions using price data. It appears to us that many in the investment world take a different approach,...
December 2023 | Portfolio Update

November 2023 | Portfolio Update

Using History As A Guide, Without Being Married to the Past “The only way to make sense out of change is to plunge into it, move with it, and join the dance.” –Alan Watts In our recent client engagements, a prevailing sense of bearishness has surfaced due to negative...
December 2023 | Portfolio Update

October 2023 | Portfolio Update

Having Rules Means Never Having to Guess What to Do Next “A masterly retreat is in itself a victory.” –Norman Vincent Peale At Spartan Planning Group, we think a lot about survival. If you spend a few days with our team, you’ll know that phrases like “Protect...
December 2023 | Portfolio Update

August 2023 | Portfolio Update

Beware of Grasping at the Shadow “Beware lest you lose the substance by grasping at the shadow.” –Aesop The world of investing is often clouded by the allure of being right: the shadow, as Aesop would say. In our view, this loses sight of the substance: the...