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August 1, 2022: What We Can Learn From 1970s And 1980s
We examine price behavior for stocks, bonds and real estates in the inflationary period of 70s and 80s. We also discuss the similarities and differences between that period and the current conditions, as well as their implication on investment portfolios.
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July 18, 2022: Fixed Income Is Becoming An Alternative
We discuss the effectiveness of sector and industry rotation in a rising rate inflationary environment.
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July 1, 2022: About The Latest Rebalance
We review our latest rebalance based on various factors in our strategies including trends, valuation, economic indicators and market internals.
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June 6, 2022: Sector Rotation In A Rising Rate Environment
We discuss the effectiveness of sector and industry rotation in a rising rate inflationary environment.
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May 23, 2022: Latest Portfolio And Trend Review
We review our portfolios and discuss latest asset and economy trends.
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May 9, 2022: The Secular Market Cycle Change
We look at the secular economy and market cycle change and review recent market weakness.
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April 25, 2022: Survivorship Bias, Sentiment And Market Internals …
We discussed survivorship bias and reviewed current market internals and sentiments .
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April 11, 2022: Asset Allocation And Risk Management
We review hedged strategic allocation portfolios such as risk parity and permanent portfolios and discuss the need of tactical allocations. .
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March 28, 2022: March Madness And Steady Course
We look at our highly volatile industry-level fund based portfolios and discuss current market situations.
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March 14, 2022: Quality Sectors Prevail
Amid the current turbulence, we revisit quality sector based portfolios and discuss market trends.
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February 28, 2022: Asset Allocation Fund Review
We review good asset allocation funds and their recent allocations.
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February 14, 2022: Inflation, Interest Rates And Fixed Income Investments
We review fixed income markets and discuss inflation, interest rates and portfolios.
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February 1, 2022: Foreign Stocks And Global Asset Allocation
We look at foreign stocks in more details in terms of their valuation and risk.
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January 18, 2022: Steady And Consistency Win In The Long Term
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
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January 3, 2022: The Year In Rear View: Portfolio And Asset Class Review
We review our main portfolios in 2021..
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December 13, 2021: Present And Future
We review asset trends and discuss future returns.
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November 22, 2021: The ‘Best’ Balanced Fund Revisited
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 .
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November 15, 2021: Q&A On MyPlanIQ Strategies And Portfolios
This newsletter clarifies several FAQs on our model portfolios and strategies. .
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November 8, 2021: Major Asset Returns In The Past Twenty Years
We look at major asset returns for the past 20 plus years and discussed their potential risk and returns.
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November 1, 2021: Latest Momentum Factor ETFs Review
We review latest stock factor ETFs and point out they are very similar in terms of their indexing methodoloty.
