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July 15, 2013: Portfolio of Portfolios & Core Satellite Portfolios
We show that time to retirement and withdrawing from your investment accounts in bear markets can have significant impact on your retirement success.
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July 8, 2013: When To Retire And Bear Market Impact On Retirement Income And Spending
We show that time to retirement and withdrawing from your investment accounts in bear markets can have significant impact on your retirement success.
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July 1, 2013: Half Year Portfolio Review
We review performance of various portfolios for the first half of 2013.
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June 24, 2013: Trends Are Down: Everywhere
Major trends are down everywhere. Portfolio risk management and bond portfolio positioning are discussed.
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June 17, 2013: Well Known Asset Allocation Fund Review
We review how well known asset allocation funds have performed and how their portfolios are positioned in the current volatile and uncertain markets.
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June 10, 2013: Risk Managed Strategic Asset Allocation Portfolios
It is more important than ever to be tactical in fixed income investing. Brokerage specific total return bond mutual fund upgrade portfolios are easy to implement and deliver outstanding performance.
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June 3, 2013: Total Return Bond Fund Portfolios For Major Brokerages
It is more important than ever to be tactical in fixed income investing. Brokerage specific total return bond mutual fund upgrade portfolios are easy to implement and deliver outstanding performance.
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May 27, 2013: Conservative Allocation Mutual Fund Portfolios
Brokerage specific conservative allocation mutual fund upgrade portfolios deliver steady returns with lower risk compared with holding individual conservative funds all the time.
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May 20, 2013: New Features: FolioInvesting One-Click, Portfolio Dividend & Static Portfolio Change
We introduce several new features including email attachment for FolioInvesting portfolio allocations, portfolio dividend data and dynamically changing a static portfolio while maintaining historical performance data.
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May 13, 2013: Preparing To Take A Loss
Preparing for a loss in the coming correction: we would rather do it proactively and getting psychologically prepared before it happens.
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May 6, 2013: High Dividend ETF Portfolio Construction
One can use a tactical strategy to construct a high dividend ETF portfolio by carefully including a well selected candidate ETFs with high yields. A 6% to 7% yield portfolio is possible.
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April 29, 2013: Goal Based Financial Planning And Investing
Goal based financial planning helps you to classify your needs into several categories. You then setup your investment portfolios based on these goals.
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April 22, 2013: Portfolio Rebalance – Ease of Use
We review portfolio rebalances for both ETF, mutual fund brokerage accounts as well as 401k accounts. We further show FolioFn’s one-click basket rebalance feature.
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April 15, 2013: What Happened To Gold And Commodities?
Gold and commodities are down. But for a long term investor, this is just a natural part of the whole process. At some point, they will have positive effect on portfolios.
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April 8, 2013: First Quarter Review: Trends Are In Place But Can They Sustain?
We review our asset allocation strategies for some typical portfolios. Overall, we are pleased with the performance of the three strategies (SAA equal weight, SAA Optimal and TAA). They have done exactly as what they were supposed to do.
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April 1, 2013: Momentum Over Stocks, Sector And Style Funds
We present performance results on momentum based stock funds, sector rotation and style rotation. We further make observations on the effectiveness of momentum based investing in various categories.
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March 25, 2013: New Feature: Advanced Static Portfolios & Lazy Portfolio Asset Allocations
A new feature allows users to use their allocations to create portfolios for a list of funds (such as a 401k plan or a brokerage recommended funds such as Fidelity Fund Picks or Schwab OneSource Select Funds) and receive monthly or quarterly rebalance emails.
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March 18, 2013: Are Bond Investors Doomed?
Fixed income bond investing is still full of opportunities.
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March 11, 2013: How To Evaluate Investing Strategies
Understand the nature of a strategy and setting up the right expectation is the key in investment success. Current situation calls for extreme cautions.
