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. .
We look at major asset returns for the past 20 plus years and discussed their potential risk and returns.
We review latest stock factor ETFs and point out they are very similar in terms of their indexing methodoloty.
We discuss recent hot topic: theme based investing and conclude that a mega trend doesn’t equate a good long term return.
We look at Dimensional Fund Advisors recently convereted ETFs and compare them with Vanguard.
We compare our ultra short term ETF portfolios with several famous bond funds. Specifically, we look at DoubleLine’s bond funds.
We review asset and market internals and discuss the possible secular interest rate change and its implication.
Regular newsletter collection update
We continue review of our fixed income portfolios and compare with Trend Pilot bond ETF PTBD.
We compared our tactical portfolios with some popular tactical ETFs and mutual funds including Cambria global momentum GMOM and Ned Davis Tactical fund.
We review a very sensible strategy that combines valuation and tactical strategies.
We review style ETFs and portfolios that use same as candidate funds. We also discuss long term performance.
We review smart factor ETFs and our smart factor ETF portfolio.
We continue to show that our ETF portfolios have outperformed even the best global allocation funds.
The review of current market internals reveals some big concern.
We review our ultra short term bond fund portfolio and discuss how it fits to be a money market fund substitute.We also again discuss how to utilize a brokerage account for banking activities.
We examine the best balance fund, T.Rowe Price capital appreciation fund and discuss our confidence to outperform it.
We examine S&P 500 index total returns in its 93 plus year history and reveal that there are many bear or flat periods that are longer than 20 years. It’s important to be cautious and understand that the current bull market might end one day and likely enters a long period of bearish or flat market.
We review major asset trends and point out that large growth stocks are again in favor. We also speculate that the current market rise might be the final thrust before a big correction.