Disciplined Investing and Staying The Course with Cullen Roche
byI’ve been focusing on ways to enhance returns, reduce risk and create more regime ready portfolios on this blog, but the truth of it…
Minimum Volatility Factor Investing | Why Low Volatility Is The Best Equity Strategy
byWhen it comes to all of the available factor investing strategies, I believe Minimum Volatility reigns supreme as the best equity strategy of them…
CTA Simplify Managed Futures Strategy ETF Review
byOnce in a blue moon a generational talent in baseball will rise through the ranks of the minor league system with a meteoric big…
Global Asset Allocation and Portfolio Diversification with Meb Faber
byMany investors succumb to home country bias and narrative-based short-term investing strategies when they ought to be constructing a globally diversified portfolio that is…
Meb Faber’s Cambria Global Asset Allocation | GAA ETF Review
byMost asset allocation ETF funds follow a cookie cutter template of market-cap weighted equities and aggregate bonds. I refer to these as milquetoast portfolios….
First Trust Emerging Markets Small Cap AlphaDEX Fund | FEMS ETF Review
byIn the 2000s Emerging Markets were all of the rage as investors flocked to gain outsized exposure as it grossly outperformed large-cap centric US…
Picton Mahoney Fortified Alpha Alternative Fund | PFAA.TO ETF Review
byImagine a fund that leveraged three of its best alternative in house strategies, which are uncorrelated to both market beta equity and aggregate bond…
Leveraged 60/40 Portfolio Review: Does Leverage Enhance a 60-40 ETF?
byNow that we’ve completed the battle of the leveraged portfolios, it’s time to do a thorough review of each and every one of them…
Deep Value Investing Strategy with Tobias Carlisle
byWhen it comes to equity optimization strategies few (if any) intrigue me more than deep value investing. With this in mind, we’re thrilled to…
Merger Arbitrage and Long-Short Equity Investing with Julian Klymochko
byConsidering that market cap weighted stocks and aggregate bond strategies form the bulk of investor portfolios, we’re seeing the Achilles heel of this strategy…
Freedom 100 Emerging Markets ETF Review | FRDM ETF Review
byEmerging Markets have been shunned by many investors from a performance, strategic and political standpoint in recent decades; however, what if there was an…
Risk Parity Investing Strategies with Justin of Risk Parity Chronicles
byWhen it comes to portfolio strategies, which have the capacity to drive returns and equally defend during turbulent economic times, few (if any) are…
How I Invest In ESG Orphans (The Exclusions Of The ESG Bubble) With Mark Neuman
byOne of my primary goals with the “How I Invest” series is to feature as many investors with as diverse a range of styles…
What Is Your Blind Spot As An Investor? How Is Your Portfolio Unprepared?
byAs investors we like to think we have the “perfect portfolio” that suits our needs in terms of a returns meets risk standpoint but…
5 Reasons Why I’m Not A Bogleheads Investor And Never Will Be
byAt some point in your investing journey you’ll likely encounter a group that is the literal antithesis of what you stand for as an…
Is Mid Cap Stock Investing the Most Underrated of All Equity Strategies?
byGiven that large cap stock investing identifies the most famous and well-known companies (and is prone to investor exuberance) and small-cap investing is where…
How Playing Fantasy Baseball As A Kid Made Me A Better Investor Today
byThe lessons I learned playing fantasy baseball as a kid taught me how to be a better investor today. I realized at an early…
Picture Perfect Portfolio of ETFs vs Ray Dalio All-Weather and Risk Parity
byCould it actually be possible to cobble together an all-weather portfolio, composed of mostly Simplify ETFs, that has the potential to stand shoulder to…
All Weather Portfolios, Multi-Factor Investing, Patience and Baseball with Larry Swedroe
byLarry Swedroe is quite literally “the perfect guest” for our “Investing Legends” series as he’s in my opinion the most prolific investment writer and…
What Kind Of Investor Are You? I’m A Sponge Investor: A Forever Free-Agent
byI’m really curious to know what kind of investor are you? I’ve recently discovered I’m a Sponge Investor – also known as a perpetual/forever…