We examine price behavior for stocks, bonds and real estates in the inflationary period of 70s and 80s. We also discuss the similarities and differences between that period and the current conditions, as well as their implication on investment portfolios.
We discuss the effectiveness of sector and industry rotation in a rising rate inflationary environment.
We review our latest rebalance based on various factors in our strategies including trends, valuation, economic indicators and market internals.
We discuss the effectiveness of sector and industry rotation in a rising rate inflationary environment.
We review our portfolios and discuss latest asset and economy trends.
We look at the secular economy and market cycle change and review recent market weakness.
We discussed survivorship bias and reviewed current market internals and sentiments .
We review hedged strategic allocation portfolios such as risk parity and permanent portfolios and discuss the need of tactical allocations. .
We look at our highly volatile industry-level fund based portfolios and discuss current market situations.
Amid the current turbulence, we revisit quality sector based portfolios and discuss market trends.
We review good asset allocation funds and their recent allocations.
We review fixed income markets and discuss inflation, interest rates and portfolios.
We look at foreign stocks in more details in terms of their valuation and risk.
Sticking to a good investing strategy for a long period of time (20 years or longer) is the only way to reap benefits from the strategy
We review our main portfolios in 2021..
We review asset trends and discuss future returns.
The T.Rowe Price Capital Allocation fund is again performing. However, we show that there are several ways to construct a portfolio to outperform it, both in terms of returns and risk .
This newsletter clarifies several FAQs on our model portfolios and strategies. .
We look at major asset returns for the past 20 plus years and discussed their potential risk and returns.
We review latest stock factor ETFs and point out they are very similar in terms of their indexing methodoloty.