• An ideal portfolio, like an ideal team, has strong players that fulfill a specific role, and can adapt to changing circumstances. Whether one is a hockey coach or a financial advisor, one needs to find ways to handle and prepare for constantly changing circumstances and outcomes.
  • Similar to coaching, a systemized approach to building portfolios that is adaptable and learns from data can help lead the way to success.
  • A diversified, risk-efficient, and systematic approach can help with unknown outcomes and help manage volatility risk.