Rolling Returns: A Better Way To Evaluate & Compare Investments
We discuss how to utilize our newly upgraded free comparison tool to better evaluate and compare ETFs, mutual funds and portfolios using rolling returns
We discuss how to utilize our newly upgraded free comparison tool to better evaluate and compare ETFs, mutual funds and portfolios using rolling returns
Introducing fundamental index funds that align with business owner’s approach in investing. We also show how these funds have consistently outperformed.
Investing in ‘good’ industry sectors that exhibit strong business models can beat a broad base market index like S&P 500
We discuss two Growth At A Reasonable Price (GARP) ETFs: T. Rowe Price Capital Appreciation ETF TCAF and Invesco S&P GARP ETF SPGP. We further show one can again do better to outperform PRWCX by utilizing the GARP ETFs and total return bond portfolios
We review the current economy and financial markets.
We review the latest data for safe retirement withdrawal strategies such as the 4% rule. We also introduce the new retirement withdrawal calculator
We claim that IRAs in a brokerage now offers better and cheaper investment choices than a typical 401(k) plan.
We list our recent articles and briefly overview current market conditions
We present our free Portfolio Calculator and discuss its unique feature of producing historical rolling returns for a portfolio.
We discuss our new ETFs in Asset Classes web page and show how these selected group of ETFs can be used for asset allocation portfolios.
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.
We present our tactical balanced stock and dividend income portfolios that outperform the best balanced allocation fund T. Rowe Price capital appreciation fund PRWCX both in terms of returns and risk
We take a business investing approach to invest in solid low cost stock index funds such as S&P 500 index funds. We discuss why it’s beneficial to view index fund investments as ‘conglomerate’ business investments.
We take a business investing approach to invest in solid low cost stock index funds such as S&P 500 index funds. We discuss why it’s beneficial to view index fund investments as ‘conglomerate’ business investments.
We propose a core satellite portfolio solution to 401k accounts that have active constant new contributions.
At the current market environment, it is pertinent to explore how to adding a risk management layer to a strategic buy and hold portfolio.
The latest newsletter collection that incorporates newsletters since last update in March.