May 4, 2020: The Real, Sensible And Wise Warren Buffett
We find a more assuring Warren Buffett amid his seemingly pessimistic annual shareholding metting.
April 27, 2020: Total Return Bond Funds & Portfolios
We review our total return bond fund based portfo
April 20, 2020: Multi-Factor ETFs and Rotation
We look at the latest factor based ETFs and their momentum based rotation portfolios
April 13, 2020: A Closer Look At 401(k) Investment Portfolios
We reviewed a typical 401k plan’s model portfolios
April 6, 2020: Long Term Stock Market Timing Since 1871 Revisited
We revisit the long term moving average timing data for S&P 500 since 1871. Again such a simple strategy has been able to avoid larger loss even in the current crisis.
March 30, 2020: How Did Bond ETFs And Mutual Funds Fare In The Current Crisis?
We review bond ETFs and compare their behavior from mutual funds. We also continue our discussion on Covid-19
March 23, 2020: Chaos And Hope
We believe stock markets are approaching to some reasonable (still not bargain) levels
March 16, 2020: A Live Lesson
We review current market conditions and discuss likely scenarios of the pandemic and its impact on economy and financial markets
March 9, 2020: Risk And Reward
We examine popular risk and reward notion and discuss under the current market condition.
March 2, 2020: The Risk Of Coronavirus Outbreak
We examine the risk of the new coronavirus outbreak and discuss its impact on economy and financial markets.
February 24, 2020: Long Term Stock Valuation Based Investment Strategies
We examine closely long term stock valuation metric strategies and show that some improvements of a simple strategy can drastically improve returns.
February 10, 2020: Update On Short Term Cash, Treasury Bills and Brokered CDs
We review the latest interest rates of money market funds, bank cash, Treasury bills and brokered CDs.
February 3, 2020: Investment Landscape For Retirees And Would-be Retirees: Stocks
We look at stock investing strategies for retirees.
January 27, 2020: Investment Landscape For Retirees And Would-be Retirees: Fixed Income
We look at fixed income investing strategies for retirees.
January 13, 2020: Portfolio Performance: A Walk In The Past II
We revisit walk in the past to look at portfolio returns in history.
January 6, 2020: Asset Outlook and Portfolio Strategies
We discuss our asset outlook and point out that it’s more important to adopt an active (tactical) portfolio strategy from now on as risk is rising.
December 16, 2019: Q&As On Our Services
We again answer some of our users’ recent questions.
December 9, 2019: Portfolio Constructions For Advanced Users
We clarify our offerings and discuss how to utilize practical advanced portfolios.
December 2, 2019: Newsletter Collection Update
We have the latest update on the recent published newsletters.
November 25, 2019: Core ETFs or Core Mutual Funds Portfolios
We discuss a hybrid ETF and mutual fund portfolio.