Ep. 654: No Real Magic with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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The Benefits of Combining Equity Investment With Managed Futures
Drury's trend following fund satisfies the requirements of having both strong performance and almost zero correlation to Berkshire. While Drury cannot cite the same longevity as Berkshire, it has been in continuous operation for almost 19 years. At least for these years, it is useful to examine Drury in relation to Berkshire for a possible improvement of overall portfolio returns.
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