Are Small Caps Dead? - A Wealth of Common Sense
Small caps vs. large caps vs. IPOs.| A Wealth of Common Sense
I’ve been working on an article all week, but I didn’t get it ready in time to publish. It could easily be a 20+ page research paper or a longer book. Instead of that, you’ll have to suffer through an article that’s actually relevant to what this website is about. Over the last 20 years, […] The post The Biggest Market Bubble in 50+ Years appeared first on Lazy Man and Money.| Lazy Man and Money
Save, invest, prosper with My Own Advisor. Weekend Reading – The Best Asset Allocation for Retirement Hey Friends, Welcome to some new Weekend Reading that shares the best asset allocation for retirement. Well worth the read and potential application for your retirement income planning. And, before that, in case you missed my recent post – when it comes to safe withrdawal rates… Join the million dollar portfolio journey. The article Weekend Reading – The Best Asset Allocation for Re...| My Own Advisor
Small caps vs. large caps vs. IPOs.| A Wealth of Common Sense
Get Your FREE Copy of the latest Research Paper from DUNN Capital . IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “The Many Flavors of Trend […] The post The Strategy Didn’t Fail. The Investors Did. ft. Rob Carver appeared first on Top Traders Unplugged.| Top Traders Unplugged
Follow Niels on Twitter, LinkedIn and YouTube. Follow Alan on Twitter. Follow Richard on LinkedIn. IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “The Many Flavors of Trend Following” […] The post What If the Illiquidity Premium Was Never Real? ft. Richard Tomlinson appeared first on Top Traders Unplugged.| Top Traders Unplugged
Today, we will discuss how to harness the power of trend following in today’s market, examining its ups and downs| Top Traders Unplugged
June 2, 2025 – Welcome to another installment in my Safe Withdrawal Series, please check the landing page for all posts so far. Today’s topic is about Small-Cap Value (SCV) stocks and whether they should have a prominent role in retirement portfolios. Some financial experts recommend adding Small-Cap Value to your retirement portfolio, which will … Continue reading Can we increase the Safe Withdrawal Rate with Small-Cap Value Stocks? – SWR Series Part 62 The post Can we increase the S...| Early Retirement Now
My economic and market outlook: We will avoid a recession, inflation will further moderate, and the USA will win the trade war. Relax! The FIRE movement will be just fine. The post Market Musings: Recession Fears and the Trade War – Is this the end of FIRE? appeared first on Early Retirement Now.| Early Retirement Now
January 14, 2025 – Happy New Year, everybody! I hope you had a quiet, relaxing Christmas season and a great start to the New Year. As I’ve done in prior years, I want to update you on my options trading strategy: How was the performance in CY 2024? Are there any strategy changes? How did … Continue reading Options Trading Series: Part 13 – Year 2024 Review The post Options Trading Series: Part 13 – Year 2024 Review appeared first on Early Retirement Now.| Early Retirement Now
September 17, 2024 – Welcome to another installment of my Options Trading Series. Please click here for the Options Landing Page for more details about the strategy. People frequently ask me how I deal with losses when I trade my options strategy. My approach is that a loss is water under the bridge, and I … Continue reading Why the Wheel Strategy Doesn’t Work – Options Series Part 12 The post Why the Wheel Strategy Doesn’t Work – Options Series Part 12 appeared first on Early Ret...| Early Retirement Now
Trading Options for extra income is a phenomenal way to improve investment outcomes during accumulation and in retirement.| Early Retirement Now
@investingidiocy looking for my favorite statistics wonk to critique this. https://t.co/xWQMEl5LUU| This Blog is Systematic
Optional Christmas themed introduction| This Blog is Systematic
I haven't posted much recently because I've been busy with other stuff, and I only post when I feel like I have something to say (the advantages of not having a paid for subscription service!). But I was compelled to post by this tweet:| This Blog is Systematic
Lots of things have changed in the last year. Many unthinkable things are now thinkable. A war in Europe. The UK coming 2nd in the Eurovision song contest rather than the usual dismal 'null points'. And of course, the correlation of stocks and bonds has recently gone more positive than it has been for over 20 years:| This Blog is Systematic
Just a quick one:| This Blog is Systematic
How to save enough money to start a business in a short period of time.| A Wealth of Common Sense
Saving and investing beyond a million dollar portfolio includes avoiding debt. Weekend Reading - Managing Your Debt Burden.| My Own Advisor
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Don't be scared of new all-time highs.| A Wealth of Common Sense
Occasionally, I take a new look at how equities are doing compared to a long-term sine wave. Over the course of the last century or so, real total returns on the S&P 500 follow a sine curve pattern in a surprisingly regular way. I'm just fitting curves here, so I don't want to say too much about it, but it is interesting.| Idiosyncratic Whisk
The yield curve (using Eurodollar futures) has undergone a series of shifts with the coronavirus pandemic. In the first graph, we can see that starting from the end of January, the whole curve shifted down by early March. It shifted down more by March 10, as the extent of the pandemic became worse. Then, it steepened over the next week as, across the US, cities, states, and citizens took action.| Idiosyncratic Whisk
Joins us as we explore systematic investing, uncover overlooked strategies, and analyze market trends.| Top Traders Unplugged
That isn’t a title that I thought I’d ever write. US Government Bonds are considered the gold standard (pun intended) of safe investments. America hasn’t defaulted on paying what it owes ever. However, I’m starting to get concerned that, like all good things, this, too, may come to an end. There are three things that […] The post I’m Diversifying Away From US Government Bonds appeared first on Lazy Man and Money.| Lazy Man and Money
When should retirees sell stocks for RMDs?| A Wealth of Common Sense
Some questions about how to invest in a new regime.| A Wealth of Common Sense
Investing beyond a million dollar portfolio includes avoiding mistakes where you can. Read on: avoiding some big retirement mistakes.| My Own Advisor
A lot of people follow Warren Buffett’s investing moves. Why not? He’s the best investor in history. If you disagree, come at me in the comments. I don’t follow Buffett’s moves too much for a few reasons: He has research on companies he invests in that you and I don’t. I’ll admit that I don’t […]| Lazy Man and Money
Ch-ch-ch-ch-changes Turn and face the strange Ch-ch-changes Don’t want to be a richer man Ch-ch-ch-ch-changes Turn and face the strange Ch-ch-changes There’s gonna have to be a different man Time may change me But I can’t trace time — Changes, by David Bowie By Noah Solomon Special to Financial Independence Hub There is a basic […]| Financial Independence Hub
A look at the latest 10 years of asset class returns.| A Wealth of Common Sense
Small-cap value (SCV) stocks got a lot of publicity in the FI/FIRE community. Don't buy the hype! SCV's recent performance has been atrocious!| Early Retirement Now
The Safety First retirement approach can be useful for traditional retirees. It's not viable for early retirees, due to low interest rates.| Early Retirement Now
Box Spreads can provide a high-yield and tax-advantaged alternative to CDs and money market accounts. Here's a step-by-step guide.| Early Retirement Now
A recent paper claims that a portfolio with 100% stocks (50% domestic, 50% international) is optimal. I point out the flaws in that analysis.| Early Retirement Now
Looking at 100+ years of return data, stocks offered an attractive investment for the long run, both in absolute terms and relative to bonds.| Early Retirement Now
A historical look at the win rate for the 60/40 portfolio over various time frames.| A Wealth of Common Sense
On the supremacy of equity investments and why what they lack is one of their greatest strengths.| Of Dollars And Data
Why diversification is a survival strategy but also an agressive one.| A Wealth of Common Sense
The ongoing popularity of asset allocation ETFs is undo [...]| Canadian Couch Potato
Some thoughts on how and when to make changes to your portfolio.| A Wealth of Common Sense
A reader writes in, asking:| Oblivious Investor
I'm disclosing a detailed look inside the FIREy portfolio 4+ years after leaving my corporate job. The post 2023 Mid Year Portfolio Review appeared first on Stop Ironing Shirts.| Stop Ironing Shirts
Today I invited a professional to join me for a FIREy discussion around financial independence and living off the portfolio after early retirement. Allen Muller… The post FIRE: Wealth And Risk Management appeared first on Stop Ironing Shirts.| Stop Ironing Shirts
It’s been just over four years since I handed in my notice to the MegaCorp where I spent my entire professional career. April 19th,… The post Four Years of FIRE: The Drawdown Strategy appeared first on Stop Ironing Shirts.| Stop Ironing Shirts
What to do if you're sitting on cash but can't pull the trigger to invest it.| A Wealth of Common Sense
In the past decade, a specialized type of fund gained increased popularity, funds implementing leverage over a given index. A previous article explored funds leveraging the S&P 500 index. This …| Financial Page
Asset allocation is a dial that you can use to adjust the risk and expected return of the portfolio up or down. And, for the most part, that’s it. Anybody who expects more than that — anybody who expects any magic (additional return without additional risk, or a reduction in risk without a corresponding reduction in expected return) from clever asset allocation — is likely to be disappointed.| Oblivious Investor
What makes a great CEO? Here we look at the 2 qualities that defined 8 of Wall Street's most successful CEOs| Begin To Invest
I like Die With Zero idea, but the numerical recommendations are nonsensical. There are better ways to deal with the overaccumulation risk.| Early Retirement Now
June 16, 2023 – I wonder if I’ll ever run out of material for the Safe Withdrawal Series. Fifty-eight parts now, and the new ideas come faster than I can write posts these days. This month, I initially planned to write about the effects of timing Social Security in the context of safe withdrawal simulations. … Continue reading Flexibility is Overrated – SWR Series Part 58| Early Retirement Now
When you make a cake, you start out with a bunch of dry powdery white stuff (flour, sugar, baking powder, salt), some eggs, and some butter. And when you’re finished, the final product doesn’t look anything like those ingredients with which you began. It’s magic. The whole is greater than the sum of its parts.| Oblivious Investor
