May 23, 2023
We present our tactical balanced stock and dividend income portfolios that outperform the best balanced allocation fund T. Rowe Price capital appreciation fund PRWCX both in terms of returns and risk
May 9, 2023
We take a business investing approach to invest in solid low cost stock index funds such as S&P 500 index funds. We discuss why it’s beneficial to view index fund investments as ‘conglomerate’ business investments.
Apr 25, 2023
We take a business investing approach to invest in solid low cost stock index funds such as S&P 500 index funds. We discuss why it’s beneficial to view index fund investments as ‘conglomerate’ business investments.
Apr 15, 2016
Banks stocks are having their best week in a long, long time. The $2.3 billion SPDR S&P Bank ETF (KBE) jumped 7.2% this week. Should those gains hold (KBE fell 0.2% on Friday), it would be the biggest weekly advance for the bank ETF since February 2015…
Apr 15, 2016
New signs this week that former SAC Capital boss Steven A. Cohen is preparing to the hit the ground running when he’s legally allowed to manage outside money again. In January, Cohen hashed out a settlement struck with regulators over charges that…