One aspect that has always fascinated? attracted? fooled? me about financial portfolios are Tactical Asset Allocation strategies. Rebalancing 10.0, a smarter approach to “buy low, sell high”, factors applied to asset classes, call it as you prefer. Strategic (static) Asset Allocation strategies are cool but there should be a better Read more
We are preparing a podcast episode where the three of us talk about our personal portfolios, how we invest our savings. As you can imagine, my part is a bit complex. Especially if you consider that we target the podcast for an audience who has basic to no financial knowledge. Read more
AH! Leveraged ETFs, bearer of infinite deliberations, good or bad, useful tools or weapons of mass destruction. Tradr launched 2x leveraged funds that target weekly and monthly returns instead of the typical daily performance, with quarterly funds coming in October. Good news? Daily reset All the single underlying instruments (i.e. Read more
I live in Europe and the majority of this blog readers are European as well. The most recurrent complaint I receive is that I focus on USD investment without acknowledging the related FX risks for European investors. The Model Portfolio is built with USD assets simply because it was easier Read more
Not a long time ago I wrote a post about Target Date Funds and their struggle to survive an inflation shock. With a target post-retirement allocation of 30% stocks / 70% bonds, they are basically bond funds. I recently read two pieces about bonds and retirement strategies that fit nicely Read more
The first days of August have been engaging. I am unsure if many people were waiting so eagerly for some action for so long that they jumped at the first opportunity or if what happened was short but meaningful. For the right or wrong reasons, everyone had to comment. I Read more
It has been a while since I wrote about my whacky alternative investments. Two things happened in the past: P2P Lending I am left with some boomer platforms in this area. Maybe some of these names would generate a bit of nostalgia in the reader; what impressed me the most Read more
I honestly do not know why the “holy s*&t Target Date Funds must have had an awful period” just came to my mind. I wrote a post on the infamous the Cederburg’s paper, A Critical Assessment of Lifecycle Investment Advice, not a long time ago. One of the (few?) reasonable Read more
I wrote an introduction to alternative investments here. Actually, it is more about the risks of alternatives, since the whole blog is about the pros ;). “Catastrophe bonds (or “CAT” bonds) were first introduced to help strengthen reinsurance companies’ balance sheets in the aftermath of Hurricane Andrew in 1992. Hurricane Read more
A few days ago a reader suggested I check Testfol.io and…I am so glad he did! (another guy on Twitter later told me that their database is not always correct, so ¯\_(ツ)_/¯). When it works, Testfolio is the best of PortfolioVisualizer with the best of PortfolioCharts. PV was constrained by Read more