Auour Investments LLC

We were once again recognized for our performance by PSN in their Top Guns list. Many of our strategies were called out for 1,3, and 5 year performance. *Past performance is no guarantee of future returns. Investing has risks of capital loss. By posting this release, we are not endorsing the services of PSN and are not affiliated with them.

Diversification is essential when investing, in my opinion. The purpose is to hold assets that might not be your favorites as a safeguard in case your assumptions prove incorrect. It helps mitigate the risk of overestimating your own insights. While concentrating on the "Magnificent 7" stocks might yield substantial rewards, such concentration can turn against you just as quickly as it benefited you. Diversification is appealing when various parts of the market are performing well. However, in times like these, where one segment of the market significantly outpaces the rest, we often see a shift toward gambling behavior. Investors may disregard underperforming assets, convinced that "this time is different" and that a new paradigm has emerged. Still, diversification is not a cure-all. The interconnectedness of investment markets is driven by numerous factors, including the fact that sophisticated investors are active across all asset classes and often use leverage (borrowed funds) to amplify their returns. The issue arises when assets all move in the same direction and diversification fails to protect you when you need it most. The article below illustrates how greed is re-entering the market, with some investors combining mathematical theories—such as optimizing risk characteristics using normal distribution curves—with leverage to squeeze out a bit more return. They are sacrificing prudent risk controls, believing their intelligence and sophistication will prevail. It does—until it doesn’t. The moral of the story is that while the combination of hubris and leverage may work some of the time, it won’t work all of the time, so be cautious, as you won’t know when it will or won’t succeed

Nice summary that shows the interconnections within investment markets. It is a nice example of why a risk responsive investment strategy can play an important role in a portfolio. Correlations move to 1 when risk is suddenly unpopular.

Very excited to announce that we have been recognized for our performance.* *Past performance is no guarantee of future returns. Buyer beware.

Is It Possible? Auour newsletter highlighting the concern that interest rates may need to go higher. Not just short rates but the long end of the curve also. https://lnkd.in/eT7NBprE

If you are an adviser with Cetera Financial Group/Cetera Investors/Cetera Investment Services LLC, you're backed by one of the top fixed income strategists, as recognized by Zephyr over the past decade. We're proud to have tied for third in annualized return and clinched the top spot in risk-adjusted return. Investors in our strategy weathered only half the maximum drawdown of the global bond index. In the midst of what's been labeled as the worst bond bear market, we remain steadfast in our belief that a tactical approach to fixed income investing is essential

We're really excited by the recognition of 10 years of hard work - Manager of the Decade for our Globlal Fixed Income Strategy by PSN.

We are excited to announce that our Global Fixed Income strategy was awarded Manager of the Decade by Zephyr's PSN Informa database. We see this as validation of our regime-based approach to investing.

Very proud of what we have accomplished over the past ten years.

Very proud of what we have accomplished over the past ten years.