April 22, 2019: The Current State Of Fixed Income
We look at the current fixed income/bond markets and observe that they are now somewhat stabilized but still are adjusting to economic reality.
April 15, 2019: The Importance Of Fixed Income Returns For Retirement Spending
We argue that it’s important to pay attention to fixed income investments as higher returns from fixed income are critical to a retirement account.
April 8, 2019: Newsletter Collection Update
Updated newsletter collection to include the latest articles.
April 1, 2019: S&P 500 As A Business
As a ‘business’, S&P 500 has behaved very well in a very long term period and it has a real long term advantage.
March 25, 2019: Health Care Sector Review
Health care stocks are another stable yet high growth sector to pay attention to.
March 18, 2019: The Risk Of Stock Investing
We discuss the risk of stock investing and point out that investing in a broad base stock index fund in a very long period of time has very little risk. However, for shorter periods like 15 or even 20 years, the investment is still subject to valuation risk.
March 11, 2019: Consumer Staples Sector Review
Consumer staples stocks have delivered better long term returns with lower risk than the main stock index.
March 4, 2019: Global Stock Valuation Update
We look at current stock valuation and discuss their long term trends.
February 25, 2019: ‘Bad’ Tactical Strategy
We look at historical underperformance of tactical strategies and found that the current one is not the worst for the past 38 years or so.
February 11, 2019: “Best” Balanced Fund And Portfolios Revisited
We introduced core satellite balanced portfolio and discuss their returns against the best allocation fund.
February 4, 2019: Cash And Money Market Funds: Interests And Safety
We discuss in details the safety of money market funds.
January 28, 2019: Fixed Income Review
We review and discuss bond investments.
January 14, 2019: Tactical Asset Allocation Portfolio Review
We review tactical portfolios and discussed their behavior.
January 7, 2019: Global Strategic Asset Allocation Portfolio Review
We review asset and strategic portfolio returns in 2018 and discuss stock valuation and outlook for the new year.
December 17, 2018: Robinhood’s ‘Revolution’ Or Gimmick
We tried to understand the 3% ‘checking & savings’ offering from online brokerage Robinhood. We also looked at market trends.
December 10, 2018: How Defensive Are REITs?
We look at the current REIT valuation and discuss its role in the current market environment.
December 3, 2018: Conservative Core Satellite Portfolio
We looked at a conservative hybrid core satellite portfolio that combines both static and tactical portfolios.
November 26, 2018: Allocation Mutual Fund Review
We review some of the best US asset allocation funds.
November 19, 2018: Is The Recent Downtrend Sustainable?
Brief review of current markets
November 12, 2018: The Staggering Low Interest Rates From Big Banks
Four big banks are still offering close to nothing interest to their customers, an amazing phenomenon considering now the interest rate is about 2.3%.