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Advisors Have it Wrong, the Robots are Your Friend!

I’ve talked to death about roboadvisors, asset allocation, and ETFs over the past year.  In general it is a wonderful time to be an investor, and many robos have reduced the cost of managing an asset allocation portfolio down to about 0.25% (plus ETF fees) with…

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The Trinity Portfolio

We examined 15 famous asset allocation strategies in my last book Global Asset Allocation.  (If you haven’t read it yet I’ll send you a free copy.) I would like to have included a lot more tactical ideas in the book but there is a constant…

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Idea Conferences

  Below is a list of conferences that are a good source of new investment ideas, roughly in approximate order of the calendar year. Am I missing any good ones? Wine Retreat AFG Research Ira Sohn Value Investing Congress  Value Conferences  Drobny  The Big Picture …

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Reader Help : Low Yield

It has long been ingrained in our psyche that dividend stocks outperform.  There our countless books on the subject, including one by yours truly.  And while we think using shareholder yield is a brilliant way to invest, there is no doubt that paying taxes on…

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