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 Read more…
I get a lot of questions about the mechanics of buying and selling the ETFs that comprise the tactical asset allocation (TAA) portfolios that I discuss on the blog. In this post I’ll address some common concerns and issues with respect to ETFs and share some tips for trading them Read more…
I am a huge believer in do-it yourself investing. I believe that any one can learn to manage their own investments effectively given the time and the inclination. And it has never been easier or cheaper to manage your own investments. But there are many investors who do not have Read more…
ETFs have soared in popularity in the last few years. They are often the best, most efficient way to invest in an asset class. Closed-end funds (CEFs) are also an alternative way to own an asset class that can have advantages. But sometime these types of funds are not so Read more…