Tennis – Hit Winners or Avoid Losers

Posted by Tommy Mayes on 11/3/23 5:22 PM

I recently read Howard Marks’ latest memo, “Fewer Losers or More Winners?” and it reinforced in me that this guy is a true trend follower in his own way (even if he doesn’t realize it yet). Marks is widely regarded as one of the most insightful and influential investors in the world, and his memos are read by thousands of professionals and enthusiasts alike. For those who think reading a long-form memo is like hopelessly digging in a sandbox looking for treasure, fear not, I found the treasure for you.

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Topics: Systematic Investing

Tilting the Index in Your Favor

Posted by Jon Robinson on 10/24/23 4:56 PM

“Good Ideas Can’t Be Scheduled” is the title of a 2019 blog post by Morgan Housel of Collaborative Fund. His point was that deadlines shouldn’t be placed on good ideas, regardless of field, but the execution of good ideas is the opposite.

One of Blueprint Investment Partners’ best “good ideas” presented itself just like that – unscheduled – at a daunting time, during the height of pandemic-fueled market uncertainty of 2020. But we felt it would create clear advantages for financial advisors and their clients, so we got to work executing our plan.

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Topics: Systematic Investing

What Does a Next-Generation Liquid Alt Look Like?

Posted by Jon Robinson on 7/25/23 9:54 AM

As a kid who played whatever sport was in season, when the weather didn’t cooperate, I brought that passion inside to the latest sports video game. It was routine for me to battle my friends in games such as Madden NFL, NBA 2K, MLB The Show, and FIFA. Even the NHL made an appearance from time to time, which was peculiar for a southern kid in the 1980s.

One of the most popular aspects of these games is the ability to create a player. The create-a-player function, as it is commonly called, allows for nearly limitless customization. Your player can be tall, short, big, or small. They can be your doppelganger or look wildly different. Once created, they can be drafted and controlled like any other player, allowing the average Joe to live vicariously through their creation.

The idea of creating an ideal player got me thinking about the equivalent from an investment perspective.

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Topics: Systematic Investing

What Would You Say…You Do Here?

Posted by Mike Carlone on 6/21/23 5:13 PM

“So, what do you do?”

“I’m a financial advisor.” (Not true.)

“Oh, so you pick stocks?”

“Yep!” (Also not true.)

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Topics: Advisor Practice Management

If It's Not Repeatable, It's Not a System

Posted by Tommy Mayes on 5/22/23 4:13 PM

Anyone who knows me will not be surprised to hear that I read “Atomic Habits”…again. In 2018, James Clear wrote this remarkable book that has reportedly been purchased every 15 minutes since publication*. Additionally, his 3-2-1 Thursday newsletter is followed by more than 2 million people. Before I finish this blog, he will have sold a couple more books!

Why is it such a great book and so widely read and referenced? Well, he has organized dozens of concepts into a compelling approach to building better habits. It is digestible and actionable.

James offers hundreds of powerful quotes and thoughts, so it is hard to imagine implementing them all. But here’s one I find particularly compelling, which is relevant for financial advisors: “You do not rise to the level of your goals. You fall to the level of your systems.”

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Topics: Advisor Practice Management

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