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Talk Your Book: Portfolio Premortem

By Ilene
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Talk Your Book: Portfolio Premortem

Courtesy of The Irrelevant Investor, Michael Batnick 

Today’s Talk Your Book is presented by Fabric Risk.

On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors.

On today’s show we discuss:

  • Rick’s background and the beginnings of Fabric Risk
  • How Fabric is approaching risk for advisors
  • Looking at risk through the lens of an advisor/individual vs a portfolio manager
  • Financial plan management vs portfolio analytics
  • Lifestyle characteristics and risk
  • How Fabric updates their risk models
  • Why Fabric uses the MSCI Factor model

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Note: The material presented in this commentary is provided for informational purposes only and is based upon information that is considered to be reliable. However, neither PSW Investments, LLC d/b/a PhilStockWorld (PSW) nor its affiliates warrant its completeness, accuracy or adequacy and it should not be relied upon as such. Neither PSW nor its affiliates are responsible for any errors or omissions or for results obtained from the use of this information. Past performance, including the tracking of virtual trades and portfolios for educational purposes, is not necessarily indicative of future results. Neither Phil, Optrader, or anyone related to PSW is a registered financial adviser and they may hold positions in the stocks mentioned, which may change at any time without notice. Do not buy or sell based on anything that is written here, the risk of loss in trading is great.

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