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Simple Steps for a Diversified Portfolio

A diversified portfolio will reduce your portfolio volatility and allow you to sleep better at night. But, what does it actually mean to have a “diversified portfolio?” Simple Actions for a Diversified Portfolio Put half your money in an S&P 500 Fund (VFINX – Vanguard 500 Index in yellow) and half in US Treasuries (VUSTX […]

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Reduce Portfolio Volatility

Portfolio Volatility

Since the S&P 500’s recent high on 9/20/2018, the S&P 500 has lost 8.47%. However, smart investors have options to reduce portfolio volatility, as there are many strong funds and stocks in sectors which: Are attracting safety conscious investors Have less volatility than the broad market Are not highly correlated to the S&P 500 Funds […]

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Backtest Bogle’s 3 Position Portfolio

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The three position portfolio, popularized by John Bogle, takes a “simpler is better” approach to portfolio construction. Basically, the approach calls for only owning three positions via low cost index funds/etfs: total us stock market, total bond market, total international market. The link above will give all the background on “why,” in this post we’ll […]

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Dual Momentum and FT Cloud+

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In 2011, FT Cloud started as solely a momentum trading engine, but gradually expanded to incorporate more general tools such as the spreadsheet, chart, and family tree. Today’s posts brings us back to the original concept, with a slight twist. Gary Antonacci wrote the book Dual Momentum Investing (http://a.co/bgR4Jx8) and it covers the ins and […]

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Smart Beta and High Yield

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We’re highlighting smart beta and actively managed ETFs again this week. While still a small portion of the overall market (see the attached article), increased market volatility and rising interest rates are bringing investor interest back to active. For now, mostly in bond products, but re: the attached article, international and emerging market products are […]

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How to Choose an Benchmark – Market Indexes

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We get lots of questions about indexes, specifically what are the appropriate indexes to use on the spreadsheet benchmark field. The short answer is… for US Equities use an US equity benchmark (SP-DA – S&P 500 div adjusted) and bonds use a bond benchmark (AGG-X – Barclays Aggregate Bond Ix) . But, if you’re doing […]

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A New Twists on Smart Beta

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Smart beta is getting a lot of attention from the financial press and new products are coming to market daily. FastTrack is adding 20-30 a month. A great quote from the linked article speaks to the scale: “Investors handed $184 billion to smart beta ETFs from 2015 to 2017 while pulling $308 billion from equity […]

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Is Passive Investing Actually Active?

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Interesting article on the development of passive investment products. “There are now so many indexes that putting your money in an index-tracking fund is a move requiring an active decision…” So, even largely passive strategies require some judgement or active management. There’s over 3 million indexes and only 3,000 investable stocks in the US. So, […]

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Data Quality – Screening Funds and ETFs

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Here’s a great illustration of why you need dividend adjustments when analyzing funds and ETFs. QLENX (a lower risk AQR managed long short fund) has been popular with FastTrackers for a few years and it would be totally off your radar if you’re using Yahoo, CNBC, Fidelity, or any number of other free data outfits […]

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How to invest in Artificial Intelligence

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There’s lots of buzz surrounding AI (artificial intelligence). It’s changing the world as we know it and also is showing strong out performance over the past year. Here’s a list of AI related names in the FastTrack database. The charts below shows the relative strength chart vs SPY of the two most popular ETFs, BOTZ […]

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