recent posts
- Envision Your Financial Future and Plan How to Get There with a Portfolio of Portfolios
- This is Not Your Parents Diversification – Investment STRATEGY Diversification
- Get to Know your Small Business 401(k) Fiduciary…….and Save Millions
- Accelerating Dual Momentum Investing
- The Basics of Behavioral Finance: Tips and Tricks to Combat Your Cave Man Brain
author
Author: Steve Hanly
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How much money do you aim to have by when and why? How will you achieve that goal? In this post I will share my vision and plan with specific investment strategies while posing questions to you to help you envision your own financial future and take steps to get there. At the age of…
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Warren Buffett has said that trying to time the market is the number one mistake to avoid. Market timing is hard, if not impossible to do, as it often results in the investor buying or selling too late or too early rather than right on time. To even consider a market timing strategy is generally frowned…
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After my post on ex-US stock asset classes, I started to wonder if there are particular specific countries that have attractive stock market. Finding the historical returns of many different country stock markets would have been a tedious task; but thankfully the team at Credit Suisse does a summary of world equities every year in…
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For a portfolio compromised of mostly stocks and bonds, which asset provides the greatest diversification benefits? In this post we’ll quantify the diversification benefits that gold, commodities, long term treasuries, and REITs provide to a portfolio of mostly stocks and bonds. Annual data will be reviewed going back to 1972 and daily data is also…
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How efficient is the bond market? We’ve found inefficiencies within US sectors, size/style, and international stocks. Do similar inefficiencies exist in the bond market? One would belief that fixed income should be easier to accurately predict returns and thus the bond/fixed-income market should be relatively efficient. In this post we’ll put this assumption to the…
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Are there any international equity asset classes that have historically offered better risk/reward characteristics? We found in US stocks that midcap value has been a very attractive investment in the long run, are there similar asset classes outside of the US? Turns out there are two: international (ex-US) small cap stocks, and emerging market stocks.…
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Did our engineered indexes peak your investment interest; but did they still seem a little too risky for what you are comfortable with? In those indexes we pick US stocks on a monthly basis; and we’ve made an effort to pick stocks across uncorrelated sectors. But at the end of the day, they all still…
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Buying an S&P 500 index fund is boring yet simple. In the world of investing, boring and simple generally means inexpensive yet high returns. But if its too boring, excitement seeking humans (like myself) may opt for “sexier” investment opportunities. The trouble is that sexy stocks and “strategies” are both expensive and their returns are underwhelming. But…
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Everyone has heard of the investment adage to “buy low, and sell high.” But it’s very difficult to execute in practice. But the mid-cap value index buys low and sells high automatically for its investor. In this blog I’ll explain why this area of the equity market is so proficient. But I won’t stop at some simple…
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Should stock sectors be created equally? Are there some that consistently outperform and some that consistently underperform? After my post on the historical performance (and outperformance) of different US stock style boxes I set out to see if a similar phenomena occurs with US stock sectors. Surely the least risky sector won’t also offer the highest…
engineered portfolio 