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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.
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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.
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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.
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September 2, 2013: Momentum Investing and Current Market Review
We review some momentum investing data and discuss current market situations.
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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.
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August 19, 2013: Risk Management: Upside Risk
This newsletter discusses the often ignored but equally important risk in investing: upside risk.
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August 12, 2013: Risk Management: Downside Risk
This newsletter addresses the first type of risk in investing: downside risk.
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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.
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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.
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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.
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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.
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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.
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July 1, 2013: Half Year Portfolio Review
We review performance of various portfolios for the first half of 2013.
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June 24, 2013: Trends Are Down: Everywhere
Major trends are down everywhere. Portfolio risk management and bond portfolio positioning are discussed.
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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.
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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.
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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.
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May 27, 2013: Conservative Allocation Mutual Fund Portfolios
Brokerage specific conservative allocation mutual fund upgrade portfolios deliver steady returns with lower risk compared with holding individual conservative funds all the time.
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May 20, 2013: New Features: FolioInvesting One-Click, Portfolio Dividend & Static Portfolio Change
We introduce several new features including email attachment for FolioInvesting portfolio allocations, portfolio dividend data and dynamically changing a static portfolio while maintaining historical performance data.
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May 13, 2013: Preparing To Take A Loss
Preparing for a loss in the coming correction: we would rather do it proactively and getting psychologically prepared before it happens.
