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 look at our highly volatile industry-level fund based portfolios and discuss current market situations.
Amid the current turbulence, we revisit quality sector based portfolios and discuss market trends.
We review good asset allocation funds and their recent allocations.
We review fixed income markets and discuss inflation, interest rates and portfolios.
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. .
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