May 5, 2017 | CKW's Blog |
Passive investments used actively, efficiently manages the big rocks first. Putting smaller rocks first takes up resources (more space). Putting the big rocks first, then pouring the small rocks over the big rocks to fill the spaces between the big rocks creates an...
Feb 27, 2017 | CKW's Blog |
The Rate of Return of Asset Allocators, Strategists, and Portfolio Managers include both passive and active. One way to look at this is passive is the benchmark, and active is what is different from the benchmark. Technology will continue to increase productivity of...
Jan 30, 2017 | CKW's Blog |
65/35 has been hard to beat relative risk/reward For long term investors, a 65/35 allocation has produced no negative return since 1990 for a rolling 7 or 10 year period. With maximum gain of 14.09% (7 year) and 11.93% (10 years) Median gain of 5.66% (7 year) and 6.74...
Dec 20, 2016 | CKW's Blog |
By: Carl Choy, CKW Financial Group Active management today is much like yesterday. The hope is to outperform the benchmark, net of fees. Hoping clients will now understand all of the statistics and then buy something they don’t understand is hoping for too much. Or...
Nov 30, 2016 | Press Release |
Honolulu, Hawaii, November, 2016 – CKW announces its recognition of Top Guns status by Informa Investment Solutions’ PSN manager database. (Global / International Balanced Universe) Co-portfolio managers Lynne Kinney and Carl Choy are honored to receive 4 stars...
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