We discuss several cash substitutes, in particular, we look at floating rate Treasury ETFs as cash substitutes
Our fixed income portfolios’ excellent outperformance continues. We also review the current bond markets
Itchy to buy stocks as they have come down a lot? You might want to consider an excellent ‘business’ stock: S&P 500 index fund.
Treasury savings I bonds are paying 9.62% annually right now. We detail on what and how to purchase I Bonds
We looked at markets and also discuss the important concept of large samples or long term in investing
We review smart factor based ETFs and their portfolios.
We are showing how to get much higher cash returns in this period of stressful times.
We review asset trends and current economic conditions and discuss their future trends.
We examine price behavior for stocks, bonds and real estates in the inflationary period of 70s and 80s. We also discuss the similarities and differences between that period and the current conditions, as well as their implication on investment portfolios.
We discuss the effectiveness of sector and industry rotation in a rising rate inflationary environment.
We look at the secular economy and market cycle change and review recent market weakness.
We discussed survivorship bias and reviewed current market internals and sentiments .
We review hedged strategic allocation portfolios such as risk parity and permanent portfolios and discuss the need of tactical allocations. .
We review good asset allocation funds and their recent allocations.
We look at foreign stocks in more details in terms of their valuation and risk.
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. .