We compare taxable and tax exempt high yield bonds and discuss tax exempt portfolios that utilize high yield muni bond funds. 

We examine historical data to see how high yield bonds have performed in the past rising rate periods. 

We looked at several main themes in the investment since the financial crisis. 

We argue that pure value or pure growth style investing is not ideal and review their behavior. 

We look at so called ‘money market’ ETFs and see whether they are up to the task. 

We look at rolling 10 and 15 year returns of momentum based stock portfolios. 

Our review on total return bond ETFs still shows that these ETF based fixed income portfolios are not comparable to the total return bond mutual fund portfolios. 

We look at Fidelity low cost index funds in more details

We discuss tax efficient investments, especially for equities. 

We review municipal bond funds, their portfolios and current outlook. 

An official guide to construct a good conservative portfolio for various purposes. 

We study conservative allocation mutual funds and discuss whether to use them to construct a conservative portfolio. 

Small cap stocks always outperform in the long term? Not so fast! It depends on what the long term is. 

From GE’s decline, we learn that one should avoid individual stock and fund mistakes and rely on some well defined strategies in investing. 

We compare our ‘best’ balanced portfolio with Morningstar’s ‘gold’ rated balance funds in details. 

We look at ‘long term’ performance in more details, specifically to see whether 10 year is a long enough period for portfolio comparison purpose. 

Risk review, especially using walk through or visualization, can help to set expectation right for the next downturn. 

Weakness in consumer staples stocks should be a concern to investors. 

A periodic newsletter collection update

We look at money market funds and their current yields.