Investing In Industries With Better Business Models To Outperform Market Indexes
Investing in ‘good’ industry sectors that exhibit strong business models can beat a broad base market index like S&P 500
Investing in ‘good’ industry sectors that exhibit strong business models can beat a broad base market index like S&P 500
We examine the latest business metrics for the four favorable S&P 500 sectors and discuss the latest performance of the portfolios using these sector ETFs as candidate funds.
We review the state of the economy, market trends, valuation and internals.
We discuss two Growth At A Reasonable Price (GARP) ETFs: T. Rowe Price Capital Appreciation ETF TCAF and Invesco S&P GARP ETF SPGP. We further show one can again do better to outperform PRWCX by utilizing the GARP ETFs and total return bond portfolios
We review the current economy and financial markets.
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.
We discuss recent hot topic: theme based investing and conclude that a mega trend doesn’t equate a good long term return.
We look at Dimensional Fund Advisors recently convereted ETFs and compare them with Vanguard.
We compare our ultra short term ETF portfolios with several famous bond funds. Specifically, we look at DoubleLine’s bond funds.
We review asset and market internals and discuss the possible secular interest rate change and its implication.
Regular newsletter collection update
We continue review of our fixed income portfolios and compare with Trend Pilot bond ETF PTBD.
We compared our tactical portfolios with some popular tactical ETFs and mutual funds including Cambria global momentum GMOM and Ned Davis Tactical fund.
We review a very sensible strategy that combines valuation and tactical strategies.