The Hot Potato Portfolio

Norman Rothery’s Heated-Up Version of the Couch Potato Portfolio The Original Couch Potato Portfolio The original Couch Potato Portfolio came from a 1991 article by Scott Burns, then a writer at the Dallas Morning News. He advocated for a simple two-fund portfolio using index mutual funds. One...

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Behavioural Finance: Investor Personality

Gender and Investing Writing on gender is almost guaranteed to get the author in hot water. What value is there in discerning differences between men and women? From the point of view of the investment advisor, it seems like another justification for stereotyping the client rather...

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