My top three contrarian indicators

I am a contrarian investor by nature. When there is too much fanfare around an investment, be it a stock or whole asset class, I usually find myself wanting to run for the exits. The hair on the back of my neck literally stands on edge sometimes. Most value investors […]

Time to buy munis?

I’ve been looking at municipal bonds recently. Whenever I see a large sell off in any asset class accompanied with a lot of media hype the contrarian hairs in the back of my neck tend to perk up. All markets tend to over react more often than not. These over […]

Introducing the income investing dashboard

There is a whole world of income investments out there. And the options for income investors are increasing every year. As I mentioned in my previous post, I often use the US 10yr note as a proxy for alternative income investments. This is a great tool to simplify the investment […]

Recommended reading list – advanced

I apologize for the light posting but the holiday festivities are in full swing here in Florida and they do tend to get in the way of posting. For this post I’ll tackle the advanced reading list for investors. This is by far the easiest list to compile and it […]

Christmas wish list, part 2

Today we woke up to a cool rainy Florida winter day, a perfect time for me to reflect on the next 5 stocks on my Christmas wish list (part I here) with a nice cup of hot cocoa by my side. I’m going to keep the list to the top […]

Higher withdrawal rates via diversification & timing

In an earlier post I introduced a method to time the market, based on the 200-day moving average, that produced higher investment returns, lower volatility, and lower drawdowns than a buy and hold portfolio. As I’ve stated here many times lower drawdowns (max principal loss in any period) is critical […]

Option selling as an income strategy

I’ve covered one of my alternative investment strategies for retirement portfolios already, in my post on structured products. Today, I’ll introduce the primary strategy I use to generate income from my cash balance – option selling. Cash is an important part of any asset allocation. It allows an investor to […]