Swan Consulting, Inc.

Swan Consulting, Inc. Warns: Asset Allocation and Diversification Miss the Mark

Modern Portfolio Theory or diversification has saddled investors with more risk than they were willing to accept. The Defined Risk Strategy outperformed the S&P 500 again. Every year since 1997, the annualized return for the Defined Risk Strategy have beaten the S&P 500. - February 02, 2009