Bank On My Own! Avoid Banks as middle men and get much higher returns and also safer for your money! In this newsletter, we describe what happened for Silicon Valley Bank failure during the weekend and again outline a better way to bank: on your own.
We look at ETFs from Dimensional Funds Advisor and Capital Group and discuss whether they are suitable for asset allocation portfolios.
We point out that a conservative allocation portfolio could be very effective for many types of investors.
We have another in-depth look at fixed income (bonds) in the current environment.
Developed country and emerging market stocks have positive tailwind that supports its secular relative strength.
We review our portfolios for last year and discuss this year’s outlook
We summarize newsletters written in the past months.
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. .
Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
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