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August 25, 2014: Remember Risk
Beware of market risk: we discuss and point out that market risk is not equal to economic risk and right now, given the high stock valuation, it is actually very risky for stocks. We also point out that does not mean one should withdraw from stock markets.
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August 18, 2014: Consistency, The Most Important Edge In Investing: Tactical Case
Consistency is the key to any investment success. Many people just can not consistently follow a well defined strategy with strong intuition backing
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August 11, 2014: What To Do In Overvalued Stock Markets
Switching to tactical asset allocation in an overvalued stock market can be beneficial, as shown by a modified method based on Shiller’s long term stock market valuation metric.
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August 4, 2014: Is This The Peak Or Correction?
We discuss whether this is the long overdue correction. We also discuss the importance to have a plan when a prediction goes wrong.
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July 28, 2014: Stock Musings
To be or not to be in the current over valued stock markets? It all depends on where you are at the moment. The best way is to adopt a systematic way to invest.
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July 21, 2014: Permanent Portfolios & Four Pillar Foundation Based Framework
We looked at four pillar based investment framework and discuss why it is still valuable for our investment methodology.
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July 14, 2014: Composite Portfolios Review
We review our best composite portfolios that we believe can be useful for many investors.
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July 7, 2014: Portfolio Behavior During Market Corrections
We compared and contrasted tactical and strategic portfolios during market corrections in the last 23 years.
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June 30, 2014: Half Year Brokerage ETF and Mutual Fund Portfolios Review
We review asset class performance and portfolio performance. We are cautious on the current market condition.
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June 23, 2014: Newsletter Collection Update
We revisited our newsletter collection by categorizing recent ones. We also have a brief summary on recent market overviews. Model portfolios for the 401k plans of both investment power houses Morningstar and Berkshire Haythaway’s General RE are compared.
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June 16, 2014: There Are Always Lottery Winners
There are always lottery winners in every field, including in investing. Recognizing this is the first step to avoid following a herd of these winners blindly.
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June 9, 2014: The Arithmetic of Investment Mistakes
The loss and gain arithmetic reveals how costly an investment mistake can be.
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June 2, 2014: Tips On Portfolio Rebalance
We discuss various portfolio rebalance issues and their solutions.
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May 26, 2014: In Praise Of Low Cost Core Asset Class Based Portfolios
Simpler Is Better (SIB) portfolios excel in many aspects. They should be the first choices for many investors.
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May 19, 2014: Consistency, The Most Important Edge In Investing: Strategic Case
We discuss how a long term buy and hold strategy can deliver a reasonable return.
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May 12, 2014: How To Handle An Elevated Overvalued Market
We discuss the dilemma facing new users or new investors in the current overvalued stock markets. We look at several types of portfolios and discuss how to use them to step into (or scale into) this kind of markets.
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May 5, 2014: Asset Allocation Funds Review
We review the performance of US centric and global balance funds as well as several tactical funds.
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April 28, 2014: Now The Economy Backs To The ‘Old Normal’, Should Our Investments Too?
We remain optimistic in fixed income investing and review total return bond portfolios and a momentum bond ETF portfolio.
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April 21, 2014: Total Return Bond Investing In The Current Market Environment
We remain optimistic in fixed income investing and review total return bond portfolios and a momentum bond ETF portfolio.
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April 14, 2014: Momentum Stocks Crashed, How About Momentum Tactical Allocation?
We review the recent performance of portfolios in various momentum investment categories.
