The future of beta – slip sliding away…

Value, momentum, size, quality, volatility, etc as factors in investing are quite popular. They’ve produced significant outsized returns relative to benchmarks. Now, we even have Smart Beta funds and ETFs popping up all over to make taking advantage of factors super easy. That brings up the critical question every investor Read more…

New portfolios page

To make finding basic information about the various portfolios I discuss on the blog I’ve created a new Portfolios page. This should especially help out new readers to the blog. The page lists the 3 major type of portfolios on the blog; buy and hold portfolios, tactical asset allocation portfolios, Read more…