CHAPTER 8 – THE MARC FABER 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. ---- Marc Faber is a Swiss economist and fund manager, living in Asia, who writes the Gloom, Boom, and Doom market newsletter.  And before you ask, no we’re...

CHAPTER 7 – THE ROB ARNOTT 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. ---- Rob Arnott is the founder and chairman of Research Affiliates, a research firm that has over $170 billion in assets managed using its strategies.  He published over...

10 Bearish Charts, 1 Bullish Chart

Below are 10 charts or stats to mull over this fine weekend while I am on the plane to NYC after a long delay...Come say hello if you are in town or in Charlottesville! Any other great charts I'm missing?  (You all already know my portfolio and plan for 2015 but old post if you have not read.) Click to enlarge...

Very Reasonable Advice

From a Robert Shiller interview with Goldman, via ZH: Allison Nathan: What should investors do when so many assets look expensive? Robert Shiller: I am not an investment advisor. But I would say that the main implication for most people is that they should save more because their portfolio probably won't do as well as they imagined. And if they're saving...

CHAPTER 6 – THE GLOBAL MARKET 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. ---- “We have a passion for keeping things simple.” – Charlie Munger, Vice-Chairman Berkshire Hathaway Why not just invest along the weightings of the global market cap weighted portfolio? ...

CHAPTER 5 – THE PERMANENT 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. ---- Harry Browne was an author of over 12 books, a one-time Presidential candidate, and a financial advisor.  The basic portfolio that he designed in the 1980s was...

CHAPTER 4 – THE RISK PARITY AND ALL SEASONS PORTFOLIOS

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 know that there are good and bad environments for all asset classes.  And I know that in one’s lifetime, there will be a ruinous environment for...

Performance of Ira Sohn Presenters

I've been to a few Sohn conferences over the years, and while a lot of fun & for a good cause, my crazy schedule has led to my pumping the brakes a bit on traveling.  I've written about hedge funds and their stock picks more than I care to admit on this blog and in my books.  Below are...

Schwab vs. WealthFront vs. Betterment

I attended a fun evening dinner with my friends from FirstTrust this week.  They had a guest speaker who was a political consultant - usually this isn't my favorite topic - but I joined to have a few glasses of wine then sneak out.  Fast forward a few hours later and I was fascinated with the speaker, who was...