All the Fees in the World

Here is a fun summary table of various investment and savings options to investors. And here is a recent post on the Cheapest Portfolio in the World. I didn't include the Cambria offerings so people wouldn't consider this marketing, but feel free to learn more here and here. And yes, the disgusting color scheme was on purpose.  Enjoy! (CLICK TO ENLARGE)    

Episode #45: Gary Antonacci, “You Get a Synergy That Happens When You Use Dual Momentum”

Episode #45: “You Get a Synergy That Happens When You Use Dual Momentum”   Guest: Gary Antonacci. Gary has over 40 years’ experience as an investment professional focusing on underexploited investment opportunities. Since receiving his MBA degree from the Harvard Business School, Gary has concentrated on researching, developing, and applying innovative investment strategies that have their basis in academic research....

Episode #44: Invest with the House

Episode #44: Invest with the House Best part of today's podcast, FREE book download! Guest: Episode 44 is just Meb. Date: 3/21/17 Run-Time: 55:31   Topics: Last week’s solo “Mebisode” was met with lots of positive feedback, so we’re going to do one more in this format before we return to interviewing guests. Therefore, in Episode 44, Meb walks us through his book, “Invest with...

The Cheapest Portfolios in the World

About nine years ago our good friend Matt Hougan wrote an article called "The World's Cheapest ETF Portfolio".  He outlined a portfolio with the following allocation: 40% Broad Market U.S. equities 35% Foreign Equities 15% Fixed-Income (broadly diversified) 5% REITs 5% Commodities It weighed in at a super cheap 16 basis points!  The following years have seen fees continue to decline.  This fund allocation above...

A Risky Stock Market for Retail Investors is 4X as Risky for Advisors

As I’m writing this, the S&P has just closed more than 1% lower for the first time since last October.  The streak of 109 trading days without a 1% decline is one of the longest in history. Chart via Bespoke The bears who have been getting pummeled over the last eight years are suddenly rumbling back to life. That makes this...

Episode #43: Learning to Play Offense and Defense

Guest: Episode 43 is just Meb. Date: 3/14/17 Run-Time: 24:41   Topics: Episode 43 finds us revisiting the “solo Meb” show. This time, he walks us through his research paper, Learning to Play Offense and Defense: Combining Value and Momentum from the Bottom Up, and the Top Down. If you’re on-the-go, then this episode is perfect for you as it’s a bit shorter. Sorting...

The Winner of Buffett Bet is…. Bonds?

I love the fact that the collateral in the Buffett/Protege bet beat them both....chart below:    

Unshakeable by Tony Robbins: The Right Diagnosis, the Wrong Prescription?

A few readers asked if I would take a look at Tony Robbin's new book Unshakeable and offer up my thoughts.  (We reviewed his last book Money a few years back here.) Most of my comments from the last review stand:  I think Tony is a genuinely decent person, clearly has helped a lot of people over the years, and...