June 11, 2018: Is 10 Year Long Enough For Portfolio Comparison?
We look at ‘long term’ performance in more details, specifically to see whether 10 year is a long enough period for portfolio comparison purpose.
June 4, 2018: Action Plan: Risk Review For Investments
Risk review, especially using walk through or visualization, can help to set expectation right for the next downturn.
May 21, 2018: Rising Rates, Consumer Staples And Stock Index
Weakness in consumer staples stocks should be a concern to investors.
May 14, 2018: Newsletter Collection Update
A periodic newsletter collection update
May 7, 2018: Money Market Fund Taxonomy
We look at money market funds and their current yields.
April 30, 2018: Momentum Investing Review
Momentum investing does well in the past year. We also look at MTUM, a stock momentum ETF and discuss the performance of strategies at various levels.
April 23, 2018: Commodities In Current Environment
We look at the recent commodity trend and discuss what to do in the current market environment.
April 16, 2018: Municipal Bonds As A Fixed Income Asset Class
We look at the municipal bond market and argue that they themselves can be a good asset class.
April 9, 2018: Exponential Or Compounding Nature In Investing
The inability to understand exponential functions can greatly surprise us.
April 2, 2018: Inside Of The Stock Chaos
We discuss in details the market internals.
March 26, 2018: Total Return Bond Update
We update total return bond funds and PIMCO share conversion.
March 19, 2018: Treasury Bills vs. Brokered CDs
We discuss the difference between Treasury bills and brokered CDs. Surprisingly, brokered CDs are yielding lower than Treasury bills right now.
March 12, 2018: Defensive Conservative Portfolio Review
We review our defensive conservative portfolios.
March 5, 2018: Warren Buffett’s Advices
We delve into more precise details to analyze Warren Buffett’s recent advices.
February 26, 2018: Pros And Cons of Strategic And Tactical Portfolios In 2018
We look at specific pros and cons of our strategic and tactical asset allocation strategies for 2018.
February 12, 2018: Trend Review
We review the recent market trends.
February 5, 2018: Market Selloff And Long Term Investing
We examine the recent selloff and the price action around the Black Monday, 1987 to understand why it’s important to stay the course.
January 29, 2018: The New Addition To Our Total Return Bond Fund Candidates
We are adding Prudential total return bond fund to our total return bond portfolios’ candidate fund lists. We also look at the performance of our total return bond fund portfolios.
January 22, 2018: Where Are Bonds Heading?
The current bull market in bonds might be ending. However, investors should stay the course to take advantage of pockets of opportunities while managing risk.
January 15, 2018: Tactical Portfolios Review
We review our tactical asset allocation portfolios and discuss its relationship to so called dual momentum.