Zoe Bollinger

John and Zoe will examine how to strategically create portfolios that deliver returns with reduced volatility. Traditional wisdom about buy and hold strategies fails to consider that many investors are not comfortable sitting through full market cycles, especially when drawdowns exceed 20%. Through an exploration of how to combine complementary strategies and respond tactically to market activity, John and Zoe will demonstrate some of the alternatives to a pure indexing approach. 

John Bollinger and Zoë Bollinger will discuss the performance advantages that can be created through an active approach to investing. They will explore various rules-based investing and trading strategies and how they compare to a buy-and-hold approach. 

Investors are often told to accept large market declines as the unavoidable cost of long-term investing. This presentation will explore a different approach. In this session, John and Zoe examine how quantitatively driven strategies using both traditional and alternative assets can help investors build more adaptive portfolios. They will discuss ways to combine complementary strategies, manage volatility, and respond tactically to changing market conditions as an alternative to a purely passive indexing approach.