-
October 14, 2013: Manage Cash Investments Smartly
We discuss the bond ladder ETF portfolios in depth for better cash management.
-
October 7, 2013: Newsletter Collections
We classify previous newsletters into several categories and highlight a selected list of newsletters.
-
September 30, 2013: Quarter End Review
We review how various portfolios and funds have performed year to date.
-
September 23, 2013: Late Stage Momentum?
Markets might or might not be at a late stage momentum driven market. We review several momentum portfolios at individual stocks, sectors and styles level.
-
September 16, 2013: Fixed Income No More?
Is fixed income no more? The 20 year bull market in bonds is ending, as they say. Time to be more active.
-
September 9, 2013: The New Normal and Portfolio Risk Management
We discuss the revisited New Normal by PIMCO’s El-Erian and its implication in portfolio risk management.
-
August 26, 2013: Risk Management: Implementation Risk
An investment strategy can be good on paper but error prone in implementation. Same can be said for many investment managers and/or funds.
-
August 19, 2013: Risk Management: Upside Risk
This newsletter discusses the often ignored but equally important risk in investing: upside risk.
-
Data Driven Financial Innovator NerdWallet Review Online Investment Solutions
Like the analytical and data driven approach used in MyPlanIQ for investment strategies, online financial information NerdWallet takes a quantitative data driven approach to mine vast unstructured data online and offline to provide rich and useful financial information to consumers. It is one of the fast growing companies in the online financial space. In addition to covering popular personal finance, banking and credit cards, NerdWallet’s Investing provides tools that simplify complex issues to in-depth studies with innovative analysis, NerdWallet Investing serves those seeking unbiased information. Recently, they introduced Find an Advisor platform which can be very useful for average investors to understand advisors’ viewpoints (through its Advisor Q&As) and find qualified financial advisors locally. Another NerdWallet’s service, 401(k) fund finder, compares funds in your 401(k) by looking at returns, volatility and expense ratios, all of which are important factors used in MyPlanIQ’s fund ratings. NerdWallet runs a section titled Online Money Management Solutions: Reviews and Comparisons that reviews several financial technology innovators in online investing space. It features the following companies in its portfolio management section:
- MyPlanIQ: “Risk Managed Retirement Investments for Everyone”
- Wealthfront: “Investing for the Long Term”
- Betterment.com: “How My Enron Fail Helped Me Reinvent The Investment Industry”
- Personal Capital: NerdWallet Review
- Jemstep Portfolio Manager: NerdWallet Review
Transparent and structured quantitative data are in much demand in today’s often noisy and sometimes misleading online space.
-
August 12, 2013: Risk Management: Downside Risk
This newsletter addresses the first type of risk in investing: downside risk.
-
August 5, 2013: Total Return vs. High Yield Investing
We compare the pros and cons of total return based investing and high yield investing. We point out that it is important not to over emphasize dividends/yields. Total returns with dividend tilted approach in general achieves better risk adjusted returns.
-
July 29, 2013: Strategic Asset Allocation: The Good, The Bad And The Ugly
Strategic Asset Allocation has done well. But it does have its own pros, cons and the ugliness.
-
July 22, 2013: Tactical Asset Allocation: The Good, The Bad And The Ugly
Tactical Asset Allocation has its own good, bad and ugly parts that are detailed in this newsletter.
-
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.
-
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.
-
July 1, 2013: Half Year Portfolio Review
We review performance of various portfolios for the first half of 2013.
-
June 24, 2013: Trends Are Down: Everywhere
Major trends are down everywhere. Portfolio risk management and bond portfolio positioning are discussed.
-
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.
-
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.
-
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.
