We summarize recent newsletters. 

We review long term stock valuation metrics and their associated portfolios. We also discuss the scenarios in the current market environment if a bear market materializes. 

Many 401k plans are under class-action suits. We discuss various issues with a 401k plan. 

We discuss inflation protected securities (TIPS) and point out that they can be very effective in a portfolio. 

We point out that currently it’s an all out risk on mode. However, investors should keep a calm and objective view in the current frenzy. 

It’s a good idea to use ETFs for risk assets (stocks) and total return bond mutual funds for bond/fixed income asset. This newsletter analyzes this approach in more details. 

Self-drected investors are their own financial advisors. We review areas where a financial advisor can add most values and thus encourage investors to focus on improving on those areas. We further point out investor behavior is perhaps the most challenging area (thus most value added). 

We review tactical and world allocation funds and portfolios. Overall, market conditions have been more in favor of strategic US stocks/US bonds allocations. But we again argue that active allocation portfolios should have a place in one’s overall investments. 

We review strategic and lazy portfolios and voice concerns on a more and more speculative market. 

We review current asset trends and discuss what’s ahead for stocks and bonds. 

Tactical vs. Strategic: secular cycles over the last 24 years. 

Debt fueled economic growth is very unproductive and will stall at some point. 

Managed futures funds or portfolios can be an excellent portfolio diversifier. 

We update the newsletters published in the past four months to our newsletter collection. 

David Swensen’s lazy portfolio allocates funds to directly combat inflation, deflation and for long term growth, very similar to permanent portfolio concept. We discuss how to construct various portfolios based on the framework and using (long term) inflation-protected securities (TIPS). 

AAII computerized investing features MyPlanIQ. We also list some of recent web changes we made on our supported portfolios. 

We discuss the pros and cons of several enhanced index funds from PIMCO. 

Smart cash can go a long way, even for your sell in may and go away strategy.