In my recent overview post on the landscape of available buy and hold portfolios, I said I would come back with a comparison of all the portfolio types; buy and hold, tactical asset allocation (TAA), and quant investing portfolios. Here is that comparison. I’m pretty sure I’ve discussed all the Read more
That’s it for the month March. Here are the tactical asset allocation updates for April 2015. All portfolios updates are online as part of Paul’s GTAA 13 Portfolio New sheet. First, for the basic portfolios – the GTAA5 and the Permanent Portfolio. Only one change in the GTAA5 portfolio. Foreign stocks (VEU) went to Read more
I often get asked “how do I get started with an investment portfolio?”. The best answer, but not very helpful, is to learn about building and investing in a diversified buy and hold portfolio for the long term. A very true statement but it usually leaves the investor still looking Read more
Nice to be back to posting. San Diego has been so full of fun, friends, family, and amazing local beer, that my blogging definitely suffered… Is it even worth picking individual stocks? Even in quant portfolios? The more I delve into tactical asset allocation and it’s ease and benefits the Read more
One of the challenges in dealing with modern portfolios like the Permanent Portfolio, the various IVY portfolios, Risk Parity portfolios, etc is the lack of long term historical data. Most of the modern portfolio data for a broad range of asset classes only goes back to 1973. The period from Read more
There’s been a lot of chatter recently about asset valuations, in particular US stocks and US bonds, and their impact of future returns. This is nothing new. It just seems to get louder at the start of every new year. I’ve discussed this topic before on the blog. Last time Read more
This post has nothing to do with asset prices, valuation, or timing the market as the title may have led you to believe. It has to do with investor psychology and behavior. Over the years I’ve wondered if certain types of people would be happier if they didn’t invest in anything Read more
I’ve finally managed to update most of the diversified portfolios I track with the 2014 performance data. In my last post I updated the specific equity only quant strategies I track. OK, so let’s get right to it. For more details on the actual portfolios you can reference this post Read more
It is that time of year to start updating performance figures for the various portfolios I track here on the blog. In this post I’ll quickly present the performance of the quant portfolios I’ve presented in the past. The quant portfolios I’ve presented on the blog are (with links to Read more
And so 2014 ends. What an interesting year from the investment performance side of things. Who would have thought long term bonds and REITs would have led the performance rankings? I’ll have much to say about the 2014 performance of the various asset classes and portfolios throughout this month but Read more
It’s that time of year again. Time to look at your portfolio and decide on your rebalancing strategy. Most investors know they should rebalance but many don’t do it or they get hung up on the detailed mechanics of rebalancing. In this post I’ll present a quick summary of rebalancing Read more