September 30, 2019: Boosting Bond ETF Portfolio’s Return With Muni Bond ETFs
We explore a bond ETF portfolio that includes muni bond funds and show that it can probably match returns of mutual fund based portfolios.
September 23, 2019: Value ETFs
We look at value factor based ETFs and discuss the value investing future.
September 16, 2019: Factor ETFs
We review the most popular stock factors and their indexes. We believe that using these factor based index funds can enhance investment returns with similar risk.
September 9, 2019: Momentum Factor Stock ETFs
We review several momentum stock ETFs, especially on iShares Momentum Factor ETF MTUM. We are impressed with its performance and methodology.
August 26, 2019: Employer 401k Match: Yet Another Free Lunch Not To Be Missed
Employer-matching contributions to a retirement plan are free lunches that are missed by about one third of participants.
August 19, 2019: PIMCO Income Fund and Other Total Return Bond Funds Update
Star funds can and will falter one day and investors should have a strategy to deal with it.
August 12, 2019: Aggressive Fixed Income Portfolios?
We review a total return bond plus muni bond fund portfolio and see whether it can be made more aggressive.
August 5, 2019: Long Term Investment Strategies And Short Term Market Noises
We review the current market carnage by looking at asset trends. We further discuss the importance of staying the course.
July 29, 2019: Fixed Income Portfolios In A Lower Yield Environment
We look at our total return bond fixed income portfolios for retirement income and discuss the implication of the upcoming lower rate environment.
July 22, 2019: Core Satellite Portfolios Balance Fluctuation
We examine our conservative core satellite portfolio and learn from its recent behavior, especially from its tactical component.
July 15, 2019: Quality Stock Factor ETFs
Quality stock ETFs deliver better long term returns than broad base stock index funds.
July 8, 2019: Surprise! Brokerages Make Most From Your Cash, Not Commissions
We closely look at the latest quarterly report from Schwab and pointed out that brokerages make most of profit from client cash, not from commissions.
July 1, 2019: Utilities Sector Review
Utility stocks offer comparable long term returns, lower volatility and better momentum, compared with S&P 500.
June 24, 2019: Asset Allocation Funds Review
Actively management in portfolios, being stock picking or allocation, hasn’t paid off for both global and domestic allocation funds.
June 17, 2019: Latest Performance Comparison Among Several Advanced Strategies
We again review the long term performance of several tactical portfolios and point out their outstanding long term performance.
June 10, 2019: Money Market And Ultra Short Term Bond Funds
We review current cash market and discuss ultra short term bond mutual funds.
June 3, 2019: What We Can Learn From The Seasonality Strategy
We analyze the stock seasonality timing portfolio and see what we can learn from its past behavior.
May 20, 2019: Morningstar Portfolio Manager Awards
Morningstar announces its first outstanding portfolio manager award. We review the two bond funds managed by the managers in this category.
May 13, 2019: Total Return Bond ETFs Review
We again review total return bond ETFs and point out that they are now fairly competitive. Portfolios using these ETFs as candidate funds can be used as ‘cash’ substitute during a market stress.
May 6, 2019: Global Allocation Revisited
US large companies have become more global and thus, asset allocation should be adjusted to accommodate this.