We present our tactical balanced stock and dividend income portfolios that outperform the best balanced allocation fund T. Rowe Price capital appreciation fund PRWCX both in terms of returns and risk
We take a business investing approach to invest in solid low cost stock index funds such as S&P 500 index funds. We discuss why it’s beneficial to view index fund investments as ‘conglomerate’ business investments.
We take a business investing approach to invest in solid low cost stock index funds such as S&P 500 index funds. We discuss why it’s beneficial to view index fund investments as ‘conglomerate’ business investments.
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.
We review style ETFs and portfolios that use same as candidate funds. We also discuss long term performance.
We review smart factor ETFs and our smart factor ETF portfolio.
Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
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