Allocations

Looking Ahead…Investing Resolutions For the New Year

2020-01-16T10:44:26-05:00

The Old Guys make some promises to themselves about investing in 2020. Nothing earth shattering here, but after a combined 70 plus years as professional investors, they still recognize they have more to learn.

Looking Ahead…Investing Resolutions For the New Year2020-01-16T10:44:26-05:00

Looking Back…What Is Different Today From a Year Ago?

2020-01-04T12:37:25-05:00

It’s always a good idea to take inventory of your personal growth from time to time. The beginning of a new year offers a timely reminder to do just that. The Old Guys talk about where they grew in their understanding of the markets, research, and their own portfolios during the incredible bull […]

Looking Back…What Is Different Today From a Year Ago?2020-01-04T12:37:25-05:00

Does Losing Less Always Mean Winning More?

2019-11-21T10:15:09-05:00

One way to control risk is to control volatility in a portfolio. An interesting article prompts a discussion between the Old Guys about using Low Volatility ETF’s and strategies to mitigate downside volatility in your portfolio.

The article that starts the conversation can be found at this link on Seeking Alpha. […]

Does Losing Less Always Mean Winning More?2019-11-21T10:15:09-05:00

Record Highs – Sometimes A’int What They Seem

2019-11-21T10:07:43-05:00

Everyone’s heart is a-flutter with the new market highs being achieved this quarter. Depending on your entry point into the protracted rally, you might think you are riding in a first class seat on the “Get Rich Express”.

In this video, The old guys take a longer term look at markets and press the […]

Record Highs – Sometimes A’int What They Seem2019-11-21T10:07:43-05:00

Stone Barn Equity Index – Best Thing Since Sliced Bread

2019-11-01T18:32:34-04:00

The Stone Barn Equity Index is designed for beginning and small investors as well as experienced investors who are looking for a management strategy that is cost effective, time efficient, and simple to implement.

In the video, Don and Paul talk about the features of the Stone Barn Equity Index and why it works […]

Stone Barn Equity Index – Best Thing Since Sliced Bread2019-11-01T18:32:34-04:00

Magnificent Momentum

2019-10-01T19:06:27-04:00

Jegadeesh and Titman may be the most well known researchers to look into momentum in the markets. Gary Antonacci expanded on the use of momentum by creating dual momentum strategies. At Stone Barn, we stand on the shoulders of giants who have gone before us with our own implementation of momentum.

The strategy we […]

Magnificent Momentum2019-10-01T19:06:27-04:00