2020 07 Gyrations Cover Capture

Retirement Portfolio Resilience Perspective

Primary Pillar: Retirement Portfolio Construction

Supporting Pillars: Risk Pricing Discipline • Sequencing Risk Awareness

This article examines how resilient portfolio construction can help investors prepare for major market declines through embedded downside protection, diversified non-correlated assets and disciplined risk management.

It explains why portfolio design should consider a wide range of possible future market outcomes rather than relying on accurate market prediction. By emphasising permanent protection, sequencing risk awareness and resilient portfolio construction, the article establishes many of the enduring principles that would later define Gyrostat's philosophy of helping investors remain financially and emotionally invested throughout their retirement journey, regardless of the path markets take.

This article forms part of a broader body of research, educational articles and practical insights organised through the Retirement Portfolio Resilience Framework.

This month

 

Why Gyrostat?                                                 

Portfolio design                                                

   Diversified non correlated                

   Highly defensive reliable pay-offs

   ‘Hard’ protection not predicting

   Contrasting other risk management approaches

Outlook:                                                                       

   Trojan Horse recovery?

Macroeconomic                                                           

What we are reading                                         

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