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July 1, 2022: About The Latest Rebalance
We review our latest rebalance based on various factors in our strategies including trends, valuation, economic indicators and market internals.
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June 6, 2022: Sector Rotation In A Rising Rate Environment
We discuss the effectiveness of sector and industry rotation in a rising rate inflationary environment.
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May 23, 2022: Latest Portfolio And Trend Review
We review our portfolios and discuss latest asset and economy trends.
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May 9, 2022: The Secular Market Cycle Change
We look at the secular economy and market cycle change and review recent market weakness.
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April 25, 2022: Survivorship Bias, Sentiment And Market Internals …
We discussed survivorship bias and reviewed current market internals and sentiments .
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April 11, 2022: Asset Allocation And Risk Management
We review hedged strategic allocation portfolios such as risk parity and permanent portfolios and discuss the need of tactical allocations. .
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March 28, 2022: March Madness And Steady Course
We look at our highly volatile industry-level fund based portfolios and discuss current market situations.
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March 14, 2022: Quality Sectors Prevail
Amid the current turbulence, we revisit quality sector based portfolios and discuss market trends.
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February 28, 2022: Asset Allocation Fund Review
We review good asset allocation funds and their recent allocations.
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February 14, 2022: Inflation, Interest Rates And Fixed Income Investments
We review fixed income markets and discuss inflation, interest rates and portfolios.
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February 1, 2022: Foreign Stocks And Global Asset Allocation
We look at foreign stocks in more details in terms of their valuation and risk.
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January 18, 2022: Steady And Consistency Win In The Long Term
Sticking to a good investing strategy for a long period of time (20 years or longer) is the only way to reap benefits from the strategy
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January 3, 2022: The Year In Rear View: Portfolio And Asset Class Review
We review our main portfolios in 2021..
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December 13, 2021: Present And Future
We review asset trends and discuss future returns.
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November 22, 2021: The ‘Best’ Balanced Fund Revisited
The T.Rowe Price Capital Allocation fund is again performing. However, we show that there are several ways to construct a portfolio to outperform it, both in terms of returns and risk .
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November 15, 2021: Q&A On MyPlanIQ Strategies And Portfolios
This newsletter clarifies several FAQs on our model portfolios and strategies. .
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November 8, 2021: Major Asset Returns In The Past Twenty Years
We look at major asset returns for the past 20 plus years and discussed their potential risk and returns.
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November 1, 2021: Latest Momentum Factor ETFs Review
We review latest stock factor ETFs and point out they are very similar in terms of their indexing methodoloty.
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October 25, 2021: A Long Term Theme Or Trend Doesn’t Necessarily Yield Good Returns
We discuss recent hot topic: theme based investing and conclude that a mega trend doesn’t equate a good long term return.
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October 18, 2021: Dimensional Fund Advisors DFA ETFs
We look at Dimensional Fund Advisors recently convereted ETFs and compare them with Vanguard.
