The Rules of Investing · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its place
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target a private-company portfolio IRR in excess of 20%
20% IRR
“Our portfolio analysis since 2023 suggests a diversified APEC fixed income portfolio could target a 7.5% return with a vol of roughly 4%, depending on allocation constraint.”
“I would do volatility targeting at the portfolio level… if I would expect that the volatility going forward would be elevated, then I would cut the risk across the board at a portfolio level.”
“We have a 400-stock portfolio, which is an expression of about 20 or 25 themes… like a bond portfolio with 20 maturities”
“We began volatility targeting the portfolio ... its average volatility would be in approximately probably about a 15 vol in the 90s ... later ... to mute those kinds of responses, to make it more compatible with professional allocators”
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