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.
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.
We survey some ultra short term bond ETFs that can be used as Cash or money market substitutes.
We encourage maximizing 401k match and discuss some details on 401k contributions and match.
Bank On My Own! Avoid Banks as middle men and get much higher and safer returns! In this newsletter, we describe what happened for Silicon Valley Bank failure and propose a better way to bank: on your own.
We look at ETFs from Dimensional Funds Advisor and Capital Group and discuss whether they are suitable for asset allocation portfolios.
We point out that a conservative allocation portfolio could be very effective for many types of investors.
We have another in-depth look at fixed income (bonds) in the current environment.
Developed country and emerging market stocks have positive tailwind that supports its secular relative strength.
We review our portfolios for last year and discuss this year’s outlook
We summarize newsletters written in the past months.
We review the latest market and economy trends and discuss several scenarios including recession and soft landing.
We discuss several cash substitutes, in particular, we look at floating rate Treasury ETFs as cash substitutes
Our fixed income portfolios’ excellent outperformance continues. We also review the current bond markets
Itchy to buy stocks as they have come down a lot? You might want to consider an excellent ‘business’ stock: S&P 500 index fund.
Treasury savings I bonds are paying 9.62% annually right now. We detail on what and how to purchase I Bonds
We looked at markets and also discuss the important concept of large samples or long term in investing
We review smart factor based ETFs and their portfolios.
We are showing how to get much higher cash returns in this period of stressful times.
We review asset trends and current economic conditions and discuss their future trends.