July 24, 2017: Total Return Bond Fund Portfolios And Cash
We look at the rolling returns of total return bond fund portfolios and discuss the impact on fixed income/cash allocation.
July 17, 2017: Long Term Stock Holding Periods For Retirement
We offer a simple method to decide asset allocation based on minimum holding periods of assets such as stocks and pointed out that risk is very high for long term retirement investing because of high valuation.
July 10, 2017: Half Year Asset Trend Review
We review asset trends in the first half of 2017.