October 9, 2017: Conservative Portfolios Revisited

October 9, 2017: Conservative Portfolios Revisited

We construct tactical conservative portfolios that can outperform one of the best conservative allocation fund Vanguard Wellesley Income by a big margin, both in terms of annualized returns and risk. 

October 2, 2017: The Role of Short Term Bond Funds

October 2, 2017: The Role of Short Term Bond Funds

We analyze in more details on what should be used for short term investments and conclude that we prefer using Treasury bills, CDs and total return bond funds in lieu of short term bond funds.