Risk parity strategy had done well until last year. We discuss their recent performance and the difficulties it’s facing going forward.
We review DoubleLine Shiller funds and discussed their strategies and their outperformance.
We look at the valuation of international and US stocks. We further discuss how to utilize international stocks to diversify investments.
We introduce MPIQ Ulta Short Term Bond ETF portfolio and show that it’s as safe as a money market fund but offers higher returns.
A brokerage investment account, used properly and consistently, can provide most banking services one needs.
We examine the current market disruption and discuss what to do with it.
We discuss Berkshire Hathaway’s annual returns and compare that with a top mutual fund and one of our model portfolios.
We review current bond yields and look at stock internal trends to see how much stocks are affected.
We looked at some new total return bond ETFs and review our ETF fixed income portfolio.
We review major asset trends and also look at REIT sectors in more details.
We discuss our industries ETF rotation portfolio and its use of ARK ETFs. We also discuss ARK investment methodology.
We show studies on regular withdrawal for relatively stable monthly spending need on some bond funds and portfolios. We conclude that if this approach is applied for a long period of time, it can actually result in much better than short term cash withdrawal approach.
We summarize our investment philosophy in order for our subscribers to understand our services more clearly.
We review our style and factor ETF momentum portfolios and discuss their construction.
We look at Japanese stock returns and discuss the current US stocks long term returns
We further study higher return portfolio using industry ETFs.
We present several advanced portfolios whose returns are boosted by technology funds.
We review PIMCO bond funds whose manager won the Morningstar award.
We argue that one shouldn’t quickly accept or dismiss an election poll just because a low probability event occurs. This is similar to an investment strategy
We describe our recent change, improvements and offerings to our subscribers