Time for my annual post updating statistics for the various portfolios that I track. All portfolio stats were gathered using AllocateSmartly, P123, Morningstar and the wonder that is Excel. Obviously, there are many more portfolio options out there. This is just a sampling of three main portfolio varieties; buy and hold, TAA […]
All of the QuantPulse portfolios and books have been updates for members as of yesterday, January 20, 2019. Also, all the performance figures have been updated. To learn more about the QuantPulse service or subscribe, see this introduction. For 2019 I’ve added options to allow subscriptions to individual strategies. This is a […]
All of the QuantPulse portfolios and books have been updates as of today, December 23, 2018. Also, all the performance figures have been updated. The QuantPulse homepage remains open to the public. To read about the service see this introduction. Now, on to the update. Performance for the 4-week period ending Dec 21, 2018, […]
All of the QuantPulse portfolios and books have been updates as of yesterday, November 25, 2018. Also, all the performance figures have been updated. The QuantPulse homepage remains open to the public. To read about the service see this introduction. Now, on to the update. Performance for the 4-week period ending Nov 23, 2018, […]
** Instead of sending a monthly email to QuantPulse Members I’ve decided to try the monthly post method. There is nothing really secret here that I’m giving away here so this post is open to all. The specifics of each quant portfolio, where the real value is, is for members […]
Oops! You need to be a member to access this page. If you’re already signed up login with the form below. Otherwise, to learn more about the Economic Pulse newsletter see here. Or to learn more about the Quant Pulse service see here. Regards, Paul
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With a month to go in 2017, I have some upcoming enhancements to the Economic Pulse Newsletter that I’d like to announce. If this is the first time you hear about the newsletter you can learn all about it here. There’s even a little screencast I did explaining the concepts […]
It must be that time of the year again. Retirement hysteria time. Usually in the new year I start seeing a slew of articles on how your retirement is at risk, how you cannot possibly retire now, and the theme for the last few years – how high stock market […]
One of the biggest challenges in implementing TAA portfolios is coming as close to the theoretical returns as possible. Theoretical returns are based on index returns which are not available in the real world. In this post I’ll explore the major items that keep investors from achieving published theoretical returns […]
Time for screencast #3. In today’s screencast I cover how the 4% rule, or 4% safe withdrawal rate (SWR), changes for different retirement periods. I thought I had covered this topic in an old post but as turns out I had not. It’s an important topic to cover. This is […]