Poor future returns and the safety first approach

In today’s post I want to address another approach to dealing with the prospect of poor future returns. In my last post I described the prospect of poor future returns and different risk-based portfolio strategies in such an environment. Today I’ll consider an alternative. The alternatives are various dedicated income approaches that put the retirement income stream at the top…

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Portfolio, TAA Investing

An IVY Buy & Hold Portfolio for the Skeptical & Emotional Investor

One of the keys to successful long term investing is finding a portfolio strategy that works for you, that lets you be at peace and sleep at night. Historical and theoretical returns don’t mean a thing if you have little chance of sticking with a certain strategy. And herein lies the biggest problem with the commonly recommended buy and hold…

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October income investor dashboard

September turned out true to historical form, as one of the weakest months for stocks, In last month’s report I said that there was a good chance stocks would test the August lows. The August lows were not only tested this month but broken causing even more pain for stocks this month and continued flight to safety into all sorts…

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Portfolio, Uncategorized

August income investor dashboard

It’s time again for the monthly update of the income investor dashboard. July was an exciting month with stocks dropping in general, bonds defying the consensus chorus and rallying, and volatility spiking higher. Below is the updated income investor dashboard. As usual the highlighted green cells are for those areas that became less expensive, higher yields, during the month. The…

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