November 5, 2018: The ‘Right’ Or ‘Wrong’ Decision
Right or wrong decision for a short term market direction is not equal to long term investing performance.
October 29, 2018: Taxable Total Return Bond Plus Muni Bond Fund Based Portfolios
We discuss a possible modification of our taxable total return bond fund portfolios with addition of muni bond funds. We also comment on our strategies for the current market condition.
October 22, 2018: DoubleLine Shiller CAPE 10 Based Fund Review
We review DoubleLine CAPE Based US and International Funds — The funds are long term stock valuation metric based while employing momentum technique.
October 15, 2018: Newsletter Collection Update
We add the newsletters published in the past six months to our newsletter collection.
October 8, 2018: Asset Trend Review
We look closely at the current asset trends, especially US stock market internals.
October 1, 2018: Taxable vs. Tax Exempt High Yield Bonds
We compare taxable and tax exempt high yield bonds and discuss tax exempt portfolios that utilize high yield muni bond funds.
September 24, 2018: High Yield Bonds In A Rising Rate Environment
We examine historical data to see how high yield bonds have performed in the past rising rate periods.
September 17, 2018: Where Are We Since The Financial Crisis 10 Years Ago?
We looked at several main themes in the investment since the financial crisis.
September 10, 2018: Value, Growth And Blend Stock Style Investing
We argue that pure value or pure growth style investing is not ideal and review their behavior.
August 27, 2018: Money Market ETFs?
We look at so called ‘money market’ ETFs and see whether they are up to the task.
August 20, 2018: How Momentum Investing Stacks Up?
We look at rolling 10 and 15 year returns of momentum based stock portfolios.
August 13, 2018: Total Return Bond ETF
Our review on total return bond ETFs still shows that these ETF based fixed income portfolios are not comparable to the total return bond mutual fund portfolios.
August 6, 2018: Fidelity Zero-Fee Index Funds
We look at Fidelity low cost index funds in more details
July 30, 2018: Tax Efficient Portfolios
We discuss tax efficient investments, especially for equities.
July 23, 2018: Municipal Bond Funds And Portfolios
We review municipal bond funds, their portfolios and current outlook.
July 16, 2018: A Guide To Conservative Portfolios
An official guide to construct a good conservative portfolio for various purposes.
July 9, 2018: Conservative Allocation Mutual Funds Based Portfolios
We study conservative allocation mutual funds and discuss whether to use them to construct a conservative portfolio.
July 2, 2018: Small Cap Stocks For The Long Term
Small cap stocks always outperform in the long term? Not so fast! It depends on what the long term is.
June 25, 2018: What Can We Learn From GE’s Removal From Dow Jones Index?
From GE’s decline, we learn that one should avoid individual stock and fund mistakes and rely on some well defined strategies in investing.
June 18, 2018: The ‘Best’ Balanced Portfolio Continues To Excel
We compare our ‘best’ balanced portfolio with Morningstar’s ‘gold’ rated balance funds in details.