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APPENDIX E – THE WILLIAM BERNSTEIN PORTFOLIO

This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review, go here and I’ll send you a free copy. —- William Bernstein is a retired doctor based in Oregon and is…

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APPENDIX D – THE 7TWELVE PORTFOLIO

This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review, go here and I’ll send you a free copy. —- The 7Twelve allocation was proposed by Craig Israelsen in 2008.  Craig…

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APPENDIX C – THE TALMUD PORTFOLIO

This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review, go here and I’ll send you a free copy. —- “Let every man divide his money into three parts, and invest…

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APPENDIX B – THE TOBIAS PORTFOLIO

This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review, go here and I’ll send you a free copy. —- Andrew Tobias has written twelve books, including selling over a million…

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CHAPTER 13 – SUMMARY

This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review, go here and I’ll send you a free copy. —- I would classify both my mother and grandmother as traditional Southern…

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Small Cap CAPE Ratios

We sent this to The Idea Farm, and I’m a big fan of the work Norbert and crew do at Star Capital. Click to enlarge.  

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Three Years Down in a Row System

I wrote about mean reversion in my book The Ivy Portfolio back in 2008.  Below is a chart from the book with a couple studies of what has happened after you buy assets down multiple years in a row. (You can also search the blog…

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6 Million Dollar Fintech Opportunities

Over two years ago I did a post called “Five Million Dollar Investing Ideas”, though you could now replace “Investing” with “Fintech”.  I update the status of all of the ideas at the bottom of the post, and it is great to see many companies tackling the…

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