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. 

Momentum investing does well in the past year. We also look at MTUM, a stock momentum ETF and discuss the performance of strategies at various levels. 

We look at the recent commodity trend and discuss what to do in the current market environment. 

We look at the municipal bond market and argue that they themselves can be a good asset class. 

The inability to understand exponential functions can greatly surprise us. 

We discuss in details the market internals. 

We update total return bond funds and PIMCO share conversion. 

We discuss the difference between Treasury bills and brokered CDs. Surprisingly, brokered CDs are yielding lower than Treasury bills right now. 

We review our defensive conservative portfolios. 

We delve into more precise details to analyze Warren Buffett’s recent advices. 

We look at specific pros and cons of our strategic and tactical asset allocation strategies for 2018. 

We review the recent market trends. 

We examine the recent selloff and the price action around the Black Monday, 1987 to understand why it’s important to stay the course.