Portfolio Recipes: The Core and Explore Portfolio Recipe
Event Description: The mark of a great advisor is one that helps clients navigate all market cycles with confidence. Many agree that one of the keys to investment success is to have an investment plan or framework to investing. Successful investing starts with a framework or a disciplined process. One investing portfolio construction framework is called the “Core and Explore.” “Core” investment strategies are designed to stay invested through market movement. When markets rise, these strategies may participate in the upside. However, when markets fall, these strategies may participate in a portion of the decline. “Explore” investment strategies meanwhile are often much more tactical in their approach to managing money and will actively adjust for changing market conditions. As markets become uncertain, these strategies may increase the defensive portion of your portfolio. In this month’s Portfolio Recipe webinar, we present two strategists on the OPS platform with long records in successfully managing investment portfolios, Howard Capital Management and Janus Henderson.