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 a third in land, a third in business and a third let him keep by him...

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 copies of The Only Investment Guide You'll Ever Need. He proposes another basic Lazy Portfolio with only...

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 cooks.  Their style was very much of the “finger” variety.  While they may have a broad...

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.  

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 archives for words like "reversion" to find lots of old posts like this on...

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 opportunities there.  Lots of innovation going on in our space, even if some of the...

Trend Review – Last Man Standing

Below are some basic charts of the main asset classes with our old 10 month simple moving average overlaid.  The old QTAA model would be parked in a whopping 80% or so cash and bonds right now.  It is surprising to see, but the only market still in an uptrend is US stocks (I'm ignoring ethanol and cattle).  That...

Upcoming Travel: Kansas, Australia, Spain, & Lithuania…

July Las Vegas Denver Kansas August Australia (Melbourne) September Spain Lithuania (And somewhere in Europe for the week in the middle of these two countries, unsure for now, but open to ideas! Shoot me a message if you would like to setup a meeting.  ) November Seattle   Also, Omaha at some point but may be getting rescheduled.

Would You Rather Own The Unicorns, or Facebook?

Back in 2000 I was a biomedical engineering student at Virginia (who happens to be in the College baseball World Series, go Hoos!).  I was in love with genetics and all things biotech, but also spent plenty of time reading annual reports and buying and selling (often shorting) stocks.  One of the classes I enrolled in outside of engineering (if you...