I recently posted a portfolio concept for the all-weather portfolio for 2022. The idea behind an all-weather portfolio is that it can prosper during periods of sun, rain, storms, hurricanes, earthquakes and tsunamis. Of course, in the above analogy weather serves as a proxy for the economic conditions that might arrive. The all-weather portfolio is […]
What is an inverted yield curve? Plus, the Sunday Reads.
If you follow the financial headlines, you have probably read about the dreaded inverted yield curve. The inverted yield curve has a very good record (OK, it’s perfect), in predicting recessions. Recently, the yield curve has inverted, and then reversed course. Many economists and market watchers suggest that for now, the yield curve is simply […]
No longer making sense of the markets. Plus, big dividends for big returns.
I have submitted my last column for Making Sense of the Markets. For almost two years I have scanned the headlines, listened to many economists, observed past market trends to try and make sense of it all. It has been an exciting journey. And what an incredible learning experience. There was never a dull week. […]
It’s time to rebalance the portfolio on the Sunday reads.
In the land of investing, the only free lunch is diversification. Yes, this blog is also free 🙂 Perhaps that is dessert on top of that diversification free lunch message that I also offer up with regularity. Today’s environment carries more swirling risks and challenges than I have seen in my 30+ year investment ‘career’. […]
Rewriting the 4% retirement rule, to 3.3%, on the Sunday Reads.
The 4% rule is a retirement funding rule of thumb that suggests potential spend rates in retirement. That is, if you need to push an investment portfolio to the max, you might be able to spend 4.2% (annually) of the portfolio value, adjusted for inflation. Morningstar recently had a look at the 4% rule and […]
The land of confusion, on the Sunday Reads.
I have ESP it’s a curse in many ways. I just ‘knew’ I’d be waking up to some troubling news today (this Sunday). Sure enough, Russia bombed a base near Poland. We also have missiles flying in the Middle East. India accidentally fired a missile into Pakistan (OK that was yesterday, old news). A new […]