Apologies for the light posting of late. I’ve been visiting with family down in south Florida the last 10 days or so enjoying some great catching up time, my niece’s high school graduation, and way to much good Cuban food. Priorities you know! In today’s quick post I want to […]
There is a lot of interest in Tactical Asset Allocation (TAA) portfolios these days. The big TAA models are the various versions of the IVY portfolios (GTAA5, GTAA13, GTAA AGG3/6) and the Antonacci GEM/GBM portfolios. See here for a recent comparison. There are many others. The promise of higher than […]
Today I’m introducing something new for Investing For A Living. Screencasts. I love writing the blog. I love doing the research that goes into the blog posts as well. But I realize it is for a small audience. Especially with some topics like quant investing. Over time I’ve received more […]
Compounded annual returns are the crack of the investment world. Wall Street is the pusher and investors are the addicts. Investment companies and investors focus on the annual return metric as the most important in a portfolio to the long term detriment of most investors. This myopic focus on annual […]
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 […]
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 […]
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 […]
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 […]
Interest rates are going up. Interest rates are going down. The 30 year bull market in bonds is coming to an end. The FED cannot afford to raise rates significantly without killing the economy. Bonds will have negative real returns going forward. We’re in the biggest bond bubble of all […]
Unfortunately, portfolios are not like a certain type of ring, forged with magical powers to rule over the world, man/hobbit/elf kind, and all other types of investment portfolios. There is no one portfolio to rule them all. There are many different styles and types of portfolios with very different characteristics, asset […]
Early in 2013 I presented a quantitative strategy based on dividend paying stocks from OShaughnessy’s What Works On Wall Street. The Enhanced Dividend Yield strategy. The strategy provides market beating returns, higher sharpe ratios, and a healthy dividend stream. One of the best things about this strategy is it’s high […]