In this newsletter, we highlight stocks from a particularly excellent yet somewhat surprising industry—insurance brokers—that have consistently delivered higher returns compared to stock indexes such as the S&P 500.
We review gold’s long-term returns since 1971. We further examine key drivers that are behind gold returns and point out these factors, inflation, inflation expectation, interest rates, economic uncertainties, international demand and geopolitical events, have a more complex relationship with gold prices.
We look at over 150 years data on S&P 500 earnings and total returns. We then study the rolling returns and compare it with a moving average based portfolio. We conclude that S&P 500 index represents a fantastic ‘business’ to own.
We review smart factor ETFs and a momentum portfolio based on these factor ETFs. We argue that major factor ETFs like Quality, Momentum, GARP, Minimum Volatility, Value and Size all have potential to outperform cap-weighted stock indexes such as S&P 500. These ETFs can be effective builindg components for a core portfolio.
We examine various high dividend ETFs and a closed end fund and discuss how they fare in terms of total returns that combine both capital appreciation and dividend income.
We delve into the details to examine the role of currency-hedged ETFs in international stock investing within an asset allocation portfolio.
We discuss the pros and cons of 401(k) brokerage link accounts
We discuss how to utilize our newly upgraded free comparison tool to better evaluate and compare ETFs, mutual funds and portfolios using rolling returns
We discuss how to utilize our newly upgraded free comparison tool to better evaluate and compare ETFs, mutual funds and portfolios using rolling returns
Introducing fundamental index funds that align with business owner’s approach in investing. We also show how these funds have consistently outperformed.
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.
Start the new year with 9 sensible and useful rules of thumbs in personal finance, savings & retirement investing.
Presenting the best 7 actively managed bond ETFs. We further discuss how to utilize these excellent funds to build an outperforming bond ETF portfolio.
Presenting the best 13 actively managed bond mutual funds. We further discuss how to utilize these excellent funds to build an outperforming bond portfolio.
We look at our advanced portfolios and show that in the long term, these portfolios have been able to outperform popular asset allocation portfolio, both in terms of returns and risk reduction.
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