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July 13, 2020: Short Term Cash, Treasury Bills, CDs And Future Fixed Income
We report the ultra low interests paid by banks, Treasuries and brokerage money market funds. We also discuss what to do with one’s fixed income investments going forward.
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July 6, 2020: Bond ETFs vs. Bond Mutual Funds
Bond ETFs, unlike stock ETFs, are still limited with bonds’ liquidity and can still have large discount over their NAVs during a market crisis.
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June 29, 2020: Industry Sector ETF Rotation With Composite Momentum
We introduce industry ETF rotation portfolio.
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June 22, 2020: Industry Sector Rotation With Composite Momentum
We review Fidelity select fund momentum portfolios.
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June 15, 2020: Advanced Minimum Equity Portfolios
We look at combining advanced tactical portfolios with some minimum stock exposure.
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June 8, 2020: Recent Positive Developments
Being rigorous and objective, we point out a few positive recent developments.
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June 1, 2020: Minimum Equity Portfolios
Our AAC (Asset Allocation Composite) portfolios now have minimum stock allocations. We also discuss the current market conditions in depth.
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May 18, 2020: Core Satellite Portfolios In The Current Pandemic
Core satellite portfolios again excel in the current pandemic.
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May 11, 2020: Asset Trends Review
We review major asset trends and discuss their implications.
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May 4, 2020: The Real, Sensible And Wise Warren Buffett
We find a more assuring Warren Buffett amid his seemingly pessimistic annual shareholding metting.
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April 27, 2020: Total Return Bond Funds & Portfolios
We review our total return bond fund based portfo
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April 20, 2020: Multi-Factor ETFs and Rotation
We look at the latest factor based ETFs and their momentum based rotation portfolios
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April 13, 2020: A Closer Look At 401(k) Investment Portfolios
We reviewed a typical 401k plan’s model portfolios
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April 6, 2020: Long Term Stock Market Timing Since 1871 Revisited
We revisit the long term moving average timing data for S&P 500 since 1871. Again such a simple strategy has been able to avoid larger loss even in the current crisis.
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March 30, 2020: How Did Bond ETFs And Mutual Funds Fare In The Current Crisis?
We review bond ETFs and compare their behavior from mutual funds. We also continue our discussion on Covid-19
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March 23, 2020: Chaos And Hope
We believe stock markets are approaching to some reasonable (still not bargain) levels
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March 16, 2020: A Live Lesson
We review current market conditions and discuss likely scenarios of the pandemic and its impact on economy and financial markets
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March 9, 2020: Risk And Reward
We examine popular risk and reward notion and discuss under the current market condition.
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March 2, 2020: The Risk Of Coronavirus Outbreak
We examine the risk of the new coronavirus outbreak and discuss its impact on economy and financial markets.
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February 24, 2020: Long Term Stock Valuation Based Investment Strategies
We examine closely long term stock valuation metric strategies and show that some improvements of a simple strategy can drastically improve returns.
