Growth At A Reasonable Price (GARP) Stock ETFs

Growth At A Reasonable Price (GARP) Stock ETFs

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

Trends, Factors & Indicators

Trends, Factors & Indicators

We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.

Harry Browne’s Permanent Portfolio Long Term Performance

Harry Browne’s Permanent Portfolio Long Term Performance

This is the latest update (as of 12/31/2016) of the performance of Harry Browne’s permanent portfolio. In 201, 6the portfolio returned 5.4% return. Since 1970, for the past 46 years, the average compound annual return of the permanent portfolio has been 8.5%....
Harry Browne’s Permanent Portfolio Long Term Performance

Harry Browne’s Permanent Portfolio Long Term Performance

This is the latest update (as of 12/31/2015) of the performance of Harry Browne’s permanent portfolio. In 2015, the portfolio had a negative -4.5% return. Since 1970, for the past 46 years, the average compound annual return of the permanent portfolio has been...

Asset Class Trend: Large Cap Growth Stocks Stand out

In this volatile and uncertain environment, proper asset allocation is the first step to ensure safety for a long term retirement investment (such as a 401K, 403B or variable annuity) portfolio. The second step is to decide what to invest in each asset identified in...