Adaptive Asset Allocation, Risk Parity and Return Stacking with Adam Butler
When I first sat down and had the idea of creating an investing legends section on this blog, I immediately thought of sending questions…
Accelerate OneChoice ETF ONEC.TO | The Ultimate Alternative Portfolio?
Many savvy investors are becoming informed of the importance of alternative investments as a way to efficiently diversify, stabilize and potentially enhance portfolio returns….
How I Invest With Nicola Protasoni: The Italian Leather Sofa Portfolio
Connecting with amateur investors around the world has been one of the greatest gifts of starting this site. Sometimes it’s easy to get caught…
RSSY ETF Review: The Strategy Behind Return Stacked US Stocks & Futures Yield ETF with Corey Hoffstein
Capital-efficient investors now have a plethora of different toppings to stack atop their towering banana split sundae. Stocks. Check. Bonds. Yup. Managed Futures Trend….
Lost Decade of the 2000s Myth | 8 Equity Asset Classes That Performed Well From 2000 to 2010
The 2000s has often been referred to as ‘the lost decade for stocks‘ referring specifically to the time period of 2000 until 2010. Indeed,…
If I Invested In The S&P 500 I’d Be Losing In Life And Choosing Last Place
As an investor, a surefire way I’d be losing in life would be if I had invested in an S&P 500 style of index…
Simplify US Equity PLUS Downside Convexity | SPD ETF Review
As an alternative to a straight-shooter S&P 500 equity fund, Simplify US Equity Plus Downside Convexity ETF (ticker: SPD) offers exposure to US Large…
So Trendy Portfolio | Momentum and Trend-Following Investing
So Trendy is an expanded canvas portfolio solution composed of global momentum equities, trend-following long/short alternatives and long-term treasury bonds. It melds together the…
Complete Guide to Multi-Factor Investing
When it comes to building an efficient portfolio research supported factor strategies have been used by sophisticated investors to drive returns, respond to a…
UPAR Ultra Risk Parity ETF Review | Leveraged Portfolio that Outperforms Stocks?
Imagine skipping over one of the most popular alternative funds ($RPAR ETF) ever created to first review its bolder more brash younger sibling? That’s…
GDE WisdomTree Efficient Gold Plus Equity Strategy ETF Fund
Ticker $GDE is WisdomTree’s latest efficient core ETF offering greater than 100% portfolio exposure between two different asset classes (gold plus equity). Specifically $GDE…
Dragon Portfolio Review: All-Weather Asset Allocation Strategy
The research paper “The Allegory of the Hawk and Serpent” serves as a critical foundation for understanding the innovative investment strategy known as the…
ETFs vs. Mutual Funds: A Detailed Comparison for Investors
In the bustling world of investing, two vehicles often stand out in the crowd: Exchange-Traded Funds (ETFs) and Mutual Funds. At first glance, they…
What Are The Oldest Mutual Funds? Historic Investments Revealed
The concept of mutual funds, as a cornerstone of modern financial strategy, marks a significant milestone in the evolution of investment mechanisms. These vehicles…
VTI ETF vs. VOO ETF: Comparing Vanguard’s Top Index Funds
Exchange-Traded Funds (ETFs) have revolutionized the investment landscape, offering a blend of diversification, lower expense ratios, and the flexibility of trading like stocks. In…
Mastering the Kelly Criterion: A Comprehensive Guide for Investors
The Kelly Criterion stands as a quintessential strategy in the realms of investment and gambling, revered for its methodical approach to balancing risk and…
Long Volatility vs. Short Volatility Strategy: A Comprehensive Guide
Volatility, in the realm of finance and investments, refers to the degree of variation of a trading price series over time. It is often…
Mastering Trend Following Strategies: A Comprehensive Guide
Trend following, an investment strategy par excellence, hinges on the premise of capitalizing on market momentum. It’s predicated on the philosophy that financial markets…
What Is A Minimum Variance Portfolio Strategy For Investors?
The concept of a Minimum Variance Portfolio (MVP) is a cornerstone in the edifice of modern portfolio theory, a discipline that amalgamates statistical analysis…
Charlie Munger Quotes On Life: How To Live Life To The Fullest
In the pantheon of modern investment gurus, few figures loom as large as Charlie Munger, the vice chairman of Berkshire Hathaway and long-time collaborator…