Horizons / Rational ReSolve Adaptive Asset Allocation Fund Review | RDMIX + HRAA.TO Review
2022 ought to be remembered as the death of long-only asset allocation strategies. The 60/40 portfolio got obliterated with both stocks and bonds down…
Leatherback Long/Short Alternative Yield ETF Review | LBAY ETF Review
Few alternative funds have made bigger waves in recent years than Leatherback Long-Short Alternative Yield ETF. With long-only equity and bond strategies getting skewered…
Multi-Strategy Asset Allocation and Seasonality Investing | How I Invest With Jay Kaeppel
In my opinion, one of the greatest gifts you can give yourself as an investor is to not corner yourself into a narrow lane….
PIMCO StocksPLUS Long Duration Fund Review | PSLDX Mutual Fund Review
We’re a society that is constantly being tempted by bigger is better. When you head out to dine at your favourite fast food joint,…
Fidelity Contrafund FCNTX Review: Most Successful Actively Managed Mutual Fund Of All-Time?
In an industry that is ultra competitive and supersaturated with mutual funds and ETFs it’s no wonder that many funds don’t survive long-term. Even…
Avantis US Small Cap Value ETF Review | AVUV ETF Review
It’s not easy to create waves in the crowded ETF marketplace as a relatively new provider. However, Avantis Investors have done just that in…
iShares MSCI USA Momentum Factor ETF Review | MTUM ETF Review
We’ve covered quality, value, minimum volatility, growth at a reasonable price, and wide moat equity optimization strategies on the blog in recent weeks. It’s…
AGFiQ US Market Neutral Anti-Beta Fund Review | BTAL ETF Review
Having traveled abroad to over 75 different countries, I’ve experienced a wide spectrum of things. One of them being really bad coffee. The type…
Multi-Factor Stock Picking Investment Strategy | How I Invest With Non-Prophet
Stock picking is an investment strategy that intrigues me unlike any other. Those of you who have been following this blog closely will know…
Value and Momentum All Equity Factor Investing Strategy with Scott Wimmer, CFA, CFP®
With a long enough time horizon it’s hard to argue that an all-equity investment strategy won’t reign supreme over other asset classes. If we’re…