FI Philosophy
An index or mix of securities used to create client portfolios.
What is a benchmark?
Founder of FI.
Who is Ken Fisher?
When the market is moving in a postitive direction.
What is a bull market?
Average age of our clients.
What is between 67-70?
The percent at which individual securities impact client's long term returns.
What is 10%.
On the IPC and has worked at FI since 1982.
Who is Jeff Silk?
When the market is down between 10-20%.
What is a correction?
The generation most of our clients fit into.
What is Baby Boomers?
The 4 rules of Portfolio management.
What are 1. selecting a benchmark, 2. Analyzing the Benchmark, 3. Blend dissimilar Securities, 4. Know we can always be wrong?
He wrote 20/20 money.
Who is Michael Hanson?
Time of an average bear market.
What is 18 months?
Bernsian Psychology 3 mental states.
What are adult, child, and parent states?
Security analysis that looks globally and filters to owning individual securities.
What is top-down management?
He wrote "Own the World".
Who is Aaron Anderson?
The percent the market was up between April 2009 and February 2020.
What is 401%.
FI AUM as of today. (roughly)
What is $313 Billion.
Fear felt when the market is at an all time high.
He is the EVP of Portfolio Management
Who is Bill Glaser?
Time in the middle of a bull market where bulls and bears are at as stand still and the market is flat for a time.
What is the "pause that refreshes"?
Generation with the fewest living clients. (over 97 years old)
What is the Greatest Generation?