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February 13, 2017: Alternative Investment Portfolios Review
We review alternative investment portfolios and discuss their outlook.
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February 6, 2017: Tax Free Municipal Bond Investments Review
We review the tax free municipal bond investment portfolios and discuss their outlook.
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January 30, 2017: Brokerage Specific Conservative Portfolios
We introduce major brokerage specific conservative portfolios using a combination stock index funds and total return bond fund portfolios.
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January 23, 2017: Fixed Income Portfolio Review
We review our fixed income total return bond fund portfolios in 2016. In 2016, these portfolios outperformed the benchmark again. We also discuss the fixed income outlook.
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January 16, 2017: Long Term Trend Following Portfolio Review
We review tatical asset allocation portfolios in 2016 and examine their underperformance in close details.
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January 9, 2017: Tactical Asset Allocation Review
We review tatical asset allocation portfolios in 2016 and examine their underperformance in close details.
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January 3, 2017: Strategic Asset Allocation Review
We review strategic asset allocation portfolios in 2016 and discuss asset outlook in 2017.
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December 12, 2016: Enhanced Index Funds
Enhanced index funds can be alternatives for asset classes that improve portfolio returns.
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December 5, 2016: Review Of Broad Base Core Mutual Funds For Brokerages
We review broad base core mutual funds used in our brokerage plans.
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November 28, 2016: Core Index ETFs Review
We review core index ETFs used in our brokerage investment plans.
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November 21, 2016: International Exposure Of U.S. Large Companies
We look at international exposure of US large companies’ business and discuss its impact on asset allocation.
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November 14, 2016: Asset Trends After The Election
We review major asset trends and argue that the post election market reaction is more a short term trend.
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November 7, 2016: Rising Rate And Current Bond Trend
We review fixed income bond segments. We believe that it’s very likely the bond market will experience a major turn of trend.
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October 31, 2016: Economy Power And Long Term Stock Returns
In a fair capital market, stocks can achieve a long term positive inflation adjusted returns regardless of economy power status. This is evident from the long term stock returns in UK.
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October 24, 2016: Current Commodity Trend And Managed Futures
We review the recent trends of commodities and the performance of several managed futures funds.
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October 17, 2016: Investment Mistakes And Good Or Bad Investment Strategies
We discuss the so called ‘mistakes’ in investing and point out the difference between a real mistake and a temporary investment loss/underperformance.
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October 10, 2016: Momentum Investing Review
Our review on momentum based portfolios at several levels indicate the recent difficult for many such portfolios. However, longer term, such portfolios, especially the one based on multi-asset momentum, should have a place in an investor’s overall portfolio.
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October 3, 2016: Survey & Feedback
We summarize our users’ surveys and feedback.
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September 26, 2016: Fixed Income Investing: Actively Managed Funds vs. Index Funds
We argue that unlike in stock investing, actively managed bond funds can outperform bond index funds more consistently and thus can be used as candidate funds for fixed income/bond asset class.
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September 19, 2016: Stock Investing: Actively Managed Funds vs. Index Funds
Based on long term behavior of active stock funds, we believe the best way in stock investing is to invest in low cost index funds instead of active funds.




















