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November 17, 2014: Retirement Spending Portfolios Update
We present a list of articles that should be read by serious investors.
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November 10, 2014: Fixed Income Or Cash
Using total return bond fund upgrade portfolios as cash substitute can boost returns substantially in a tactical or market timing portfolio.
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November 3, 2014: Asset Trend Review
We review current trends and point out several noticeable divergence. We again stress the concept of core satellite investing.
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October 27, 2014: Investment Loss, Mistakes And Market Cycles
We revisited our understanding on investment loss vs. mistakes and market cycle concept. We also discuss why it is important to read behind a media claim by looking at data more closely.
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October 20, 2014: Strategic Portfolios With Managed Volatility
We review several ways to construct a portfolio that can reduce volatility while still using a strategic or conventional buy and hold method.
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October 13, 2014: Embrace Volatility
Embrace volatility and its induced loss. This is part of a normal investment course. The key is to understand its nature and embrace it.
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October 6, 2014: Tips For 401k Open Enrollment
We discuss several common issues on 401k contributions, IRA or taxable selection and what is considered to be a good or bad 401k plan.
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September 29, 2014: What Can We Learn From Bill Gross’ Departure From PIMCO?
Bill Gross’ departure from PIMCO has generated some big sensational reports from media. Apart from the interesting entertaining stories for the event, we believe there is a thing or two one can learn from this.
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September 22, 2014: Why Total Return Bond Funds?
We discuss in more details how total return bond funds work and how the total return bond rotation upgrade portfolios work in more details.
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September 15, 2014: Equity And Total Return Bond Fund Composite Portfolios
Total return bond fund rotation portfolios prove to be very effective. We discuss in more details how to utilize this portfolio with other equity portfolios together to construct better portfolios.
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September 8, 2014: Momentum Based Portfolios Review
We review the performance of momentum portfolios at several levels.
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September 1, 2014: Risk & Diversification: Mint.com Interview
Excerpts of our recent interview with Mint.com on our investment principles.
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August 25, 2014: Remember Risk
Beware of market risk: we discuss and point out that market risk is not equal to economic risk and right now, given the high stock valuation, it is actually very risky for stocks. We also point out that does not mean one should withdraw from stock markets.
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August 18, 2014: Consistency, The Most Important Edge In Investing: Tactical Case
Consistency is the key to any investment success. Many people just can not consistently follow a well defined strategy with strong intuition backing
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August 11, 2014: What To Do In Overvalued Stock Markets
Switching to tactical asset allocation in an overvalued stock market can be beneficial, as shown by a modified method based on Shiller’s long term stock market valuation metric.
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August 4, 2014: Is This The Peak Or Correction?
We discuss whether this is the long overdue correction. We also discuss the importance to have a plan when a prediction goes wrong.
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July 28, 2014: Stock Musings
To be or not to be in the current over valued stock markets? It all depends on where you are at the moment. The best way is to adopt a systematic way to invest.
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July 21, 2014: Permanent Portfolios & Four Pillar Foundation Based Framework
We looked at four pillar based investment framework and discuss why it is still valuable for our investment methodology.
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July 14, 2014: Composite Portfolios Review
We review our best composite portfolios that we believe can be useful for many investors.
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July 7, 2014: Portfolio Behavior During Market Corrections
We compared and contrasted tactical and strategic portfolios during market corrections in the last 23 years.
