#portfolio strategy
4 articles found
Private Equity Value Creation: Strategic Portfolio Growth
Where private equity returns come from now: the math of a value creation bridge, why deals need 10-12% EBITDA growth, and which operating levers work.
Tail Risk Hedging: What Put Protection Costs, When It Pays, and How Collars and Put Spreads Change the Trade
Rolling 10% out-of-the-money S&P 500 puts costs about 2.3% to 2.6% a year at 20% implied volatility. Cost math, collars, put spreads, and Cboe index data.
High-Yield Bonds in 2026: Spreads, Default Math, Yield to Worst, and How to Own Them
High-yield bonds with September 2026 data: tight spreads, default and recovery math, what ratings mean, callable bonds, funds vs. individual bonds, and taxes.
Portfolio Rebalancing in 2026: How Often, How Far, and How to Keep the Tax Bill Down
How to rebalance: what drift did to a 60/40 portfolio from 2022 to 2025, calendar vs. threshold rules, research on frequency, and tax-efficient methods.