That’s it for the month March. Here are the tactical asset allocation updates for April 2015. All portfolios updates are online as part of Paul’s GTAA 13 Portfolio New sheet. First, for the basic portfolios – the GTAA5 and the Permanent Portfolio. Only one change in the GTAA5 portfolio. Foreign stocks (VEU) went to Read more…
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 Read more…
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 Read more…
Month number 2 for 2015 has come and gone. I’ll get right to the updates for this coming month, March 2015. Like last month I’ll continue with added commentary on the portfolio changes. Starting with the most basic portfolios, below are the March updates for the GTAA5 and the Permanent Read more…
One of the challenges in dealing with modern portfolios like the Permanent Portfolio, the various IVY portfolios, Risk Parity portfolios, etc is the lack of long term historical data. Most of the modern portfolio data for a broad range of asset classes only goes back to 1973. The period from Read more…
There’s been a lot of chatter recently about asset valuations, in particular US stocks and US bonds, and their impact of future returns. This is nothing new. It just seems to get louder at the start of every new year. I’ve discussed this topic before on the blog. Last time Read more…
And there goes January. That was sure quick. There were a few developments over January in a few of the tactical asset allocation portfolios so let’s get right to it. Here is the February 2015 tactical asset allocation update. As of this month all the data is coming from new versions of my Read more…
And so 2014 ends. What an interesting year from the investment performance side of things. Who would have thought long term bonds and REITs would have led the performance rankings? I’ll have much to say about the 2014 performance of the various asset classes and portfolios throughout this month but Read more…
11 months down, 1 to go in 2014. Here are the tactical asset allocation portfolio updates for this month. Starting with the most basic portfolios, below are the December updates for the GTAA5 and the Permanent Portfolio. I keep a spreadsheet online that is update automatically. There were no changes from Read more…
It’s been a while since I’ve done updates for the various IVY portfolios. I’ve noticed that investors still have trouble implementing these portfolios so I decided to start doing the updates again. At least for a few months. Hopefully this helps investors who are trying to implement these portfolios or Read more…
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 Read more…