June 1, 2015: Summer Blues?
Stocks are historically weaker in summer. This is one of few prominent stock market anomalies investors should be aware to make a proper risk management decision.
May 26, 2015: Cash, Bonds and Stocks In A Rising Rate Environment
Looking at historical data, one can see that in the rising rate environment from 1940-1982, stocks tended to do better while in the meantime, bonds suffered. But are we in a similar era as in those years?
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.
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.
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.
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.
July 14, 2014: Composite Portfolios Review
We review our best composite portfolios that we believe can be useful for many investors.
July 7, 2014: Portfolio Behavior During Market Corrections
We compared and contrasted tactical and strategic portfolios during market corrections in the last 23 years.
June 30, 2014: Half Year Brokerage ETF and Mutual Fund Portfolios Review
We review asset class performance and portfolio performance. We are cautious on the current market condition.
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.