We review various composite portfolios. Many of these can have better returns because of investments in their fixed income portions.
We review fixed income investing. As markets are undergoing more volatile correction, we are optimistic that more opportunities will open up in fixed income investments.
We look at the historical year by year return patterns for the past 45 years and discuss how a trend following based tactical strategy can obtain returns in current low return environment.
We review the misses and hits in 2014 and make claim that knowing what to do when forecast fails is the foremost task in investing.