Debt fueled economic growth is very unproductive and will stall at some point. 

Managed futures funds or portfolios can be an excellent portfolio diversifier. 

We update the newsletters published in the past four months to our newsletter collection. 

David Swensen’s lazy portfolio allocates funds to directly combat inflation, deflation and for long term growth, very similar to permanent portfolio concept. We discuss how to construct various portfolios based on the framework and using (long term) inflation-protected securities (TIPS). 

AAII computerized investing features MyPlanIQ. We also list some of recent web changes we made on our supported portfolios. 

We discuss the pros and cons of several enhanced index funds from PIMCO. 

Smart cash can go a long way, even for your sell in may and go away strategy. 

We discuss fees in investing and believe that low fee index investing is the way to go. 

We discuss tax free municipal bond funds and introduce their tactical portfolios. 

We review recent major asset class trends. Our analysis indicates that the recent rally was more induced by the Federal Reserve’s dovish rate policy than any fundamental.

• Recent Factset S&P earnings report says earnings in Q1 will be down

We propose a simple way to construct conservative portfolios that can be the bedrock of your investments to cope with volatile markets. 

Our performance comparison indicates that the tactical portfolios actually have done better than the strategic portfolios for the past 5 years. 

We review the two active total return bond ETFs. 

Small and large cap stocks behaved quite differently in early and late economic expansion cycles. We looked at the past 25 year history and discussed current situation. 

We review the recent performance of tactical asset allocation and long term timing based portfolios and point out the last one year severe underperformance. However, long term, these portfolios still deliver better risk adjusted terms. 

Smart rebalance when market trend changes can yield better returns than a fixed rebalance schedule

Smart rebalance when market trend changes can yield better returns than a fixed rebalance schedule

Being cash smart by utilizing banking services in a brokerage and investing wisely. 

We review total return bond ETFs and found DoubleLine TOTL is somewhat disappointing so far. We also review other multi-sector active bond ETFs.