CHAPTER 6 – THE GLOBAL MARKET PORTFOLIO

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This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review,...

CHAPTER 5 – THE PERMANENT PORTFOLIO

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This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review,...

CHAPTER 4 – THE RISK PARITY AND ALL SEASONS PORTFOLIOS

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This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review,...

Performance of Ira Sohn Presenters

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I've been to a few Sohn conferences over the years, and while a lot of fun & for a good cause, my crazy schedule...

Schwab vs. WealthFront vs. Betterment

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I attended a fun evening dinner with my friends from FirstTrust this week.  They had a guest speaker who was a political consultant -...

If US Stocks Are Expensive, How Do I Protect Myself?

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There is a lot of talk about stocks being expensive, but also a lot of people not really doing anything about it.  Many simply...

Templeton & Stock Valuations

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I often say there isn't a whole lot new in investing.  Charles Dow was using trendfollowing approaches over 100 years ago, and Ben Graham...

13F Critics, Silenced?

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I don't hear nearly as much from the 13F critics anymore.  Maybe they have simply lost interest, or perhaps the real time performance of...

Stocks are the Most Expensive, Well, Ever

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I jabber a lot about valuation metrics here, and I mentioned this one on Twitter the other day.  Its doesn't need much explanation -...