San Francisco & Bookshelf

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I'll be in SF through tomorrow morning if anyone is around for a quick meetup. Books on the way and pre-ordered from Mauldin, Greenblatt, and...

Travel: San Francisco & Tahoe

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I forgot to mention in the last post that I will be in San Francisco next week.  Drop me a line if  you want...

Travel: Silicon Valley

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Since I am still finishing up the design of the CQR newsletter (this weekend I hope!) I thought I would update my travel here...

Augmented Dividends & Stock Market Float

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I've long written on the blog that dividends no longer give an investor the total picture regarding how companies return cash to shareholders.   ...

Miami LinkFest

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Nice update to the Dorsey Wright Paper: Bringing Real World Testing to Relative Strength. Here is their monthly newsletter that takes a look at...

Between Two Ferns

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I couldn't stop laughing at the resemblance between the stage at Inside ETFs and all of the Zach Galifianakis skits - Between Two Ferns. ...

Travel

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I will be in Greenville, SC tomorrow, Atlanta Friday, and Miami next week for the IndexUniverse Conference.  Drop me a line if you want...

Webcast

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We're doing a joint webcast Monday to talk a bit about the ETF , lowering fees, and expanding the portfolio.  Join in and ask...

Portfolio Tracker for Individuals

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Update:  I received emails stating that LikeAssets and BankofAmerica both have investment account aggregation features but I have yet to view either.  I imagine...

More on Low Vol Equity Funds

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Was reading about Winton's new long equity fund in Institutional Investor Mag this AM over breakfast - Strength in Numbers: “Most of the weightings will...