Finding the Right Factor ETF for Your Portfolio
Factor investing has become an increasingly sought-after method for investors to enhance a diversified portfolio. The truth is, that until recently, it…
Portfolio
Hitting ‘the Number’ in Retirement
I’m going to hit the number this year — the one that people often associate with retirement. To be clear, I am not retiring this year,…
It’s Time to Fix Your Undiversified Portfolio
t’s time to fix your undiversified portfolio with some history, data, and strategy-of course. Modern Portfolio Theory (MPT) is the brilliant mathematical…
Portfolio Income Strategies to Make Money Routinely
Here are some portfolio income strategies to make money routinely. For a decade after the 2008-9 stock market crash, savers earned little…
Time to Add Commodities to Your Portfolio?
Something strange started happening at the beginning of 2018. For the first time in a long time, investors started asking us if…
What to do in a Selloff? Avoid Emotion And More
The most important factor which determines if you successfully deal with a selloff is how you are positioned before one; avoid emotion…
Shiller PE 10: Advantages, Criticisms, and Implementation
The purpose of Shiller PE 10 is to provide long term risk to reward analysis based on earnings and current prices. Shiller…
How to Reinvest Dividends Benefits
Reinvesting dividends provides benefits that shouldn’t be ignored. If fact, I’ll go so far as to say that almost everyone should reinvest…
Return on Capital: Calculations and Measurements
Return on Capital Calculations and Ratios provide measures of quality for the value analyst searching for long term investments. Investors who choose…
Why General Electric is Doing Worse Than Ever
Several months ago in November 2017 General Electric stock (GE) was trading at about $18 per share. I wrote an article at…
4 International ETFs With Monthly Dividends
Income investors love a steady paycheck. The predictability of monthly dividends is a comforting factor that has become a more prominent tactic…
Alpha and Beta: How Do They Relate to Investment Risk?
Alpha and beta are two common measurements of investment risk. However, I must add a caveat before we jump in. Alpha and…
3 Strategies for Responsible Investing
Responsible investing can be distilled into three strategies, principles alignment, relative performance, and portfolio construction and active ownership. Investors are understandably perplexed…
10 Investing Principles Fundamental to Success
Here are 10 fundamental investing principles that apply to each of us whether we are seasoned portfolio managers or a novice investor.…