Bonds are in some critical level. However, strategies remain the same to cope with the uncertainty.
We give some detailed explanation on our portfolio pages and usages.
REITs have a long term stock like return and weak correlation with stocks. They can be a good portfolio diversifier.
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.
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.