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Minimum Loss Portfolio

There’s all sorts of cool tools to play around with on One new addition is the ability to select a group of assets, the required minimum rate of return, and it will spit out the portfolios that had the smallest yearly loss. Best of…

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10 Best Articles from Q1

Below are a few upcoming speeches.  If you are in town and want to schedule a meeting, or just want to say hello, please send me an email. April 9th, New York, QuantCon (This Saturday!) April 25 – 28, Arizona, FPA Retreat  There will also be two…

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How Much Do You Have in Foreign Bonds? Probably Zero.

I’ve given a speech on global stock market valuations about 20 times over the past few years.  Usually, if the crowd is small enough, I’ll pass around a piece of paper and ask people one question: “How much of your global stock portfolio is in…

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How Does a Market Get Cheap? The P in P/E

I wrote an article a few months ago on global valuations (we just updated the valuation metrics for 44 countries and sectors on The Idea Farm).  The cheapest countries didn’t disappoint in the first quarter with strong returns, led by the cheapest market in the world…

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Summary of the RoboAdvisor Space

Below is a basic chart cobbled together from public information and some ballpark guesses on my part.  If you find any inaccuracies, let me know and I’ll fix. Some of these are hybrids (Vanguard, Personal) and some have some opaque fees (Schwab) and one is…

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