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,...
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,...
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,...
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,...
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,...
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...
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...
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...
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...
