Today's post looks at another of my TAA portfolio's satellite allocations - PAA from Wouter Keller and JW Keuning. The post Protective Asset Allocation ...
Duvet day here at Monevator as we update our asset allocation quilt with another year’s worth of returns. The resulting patchwork reveals the fluctuating ...
Dinosaur skeletons – an emerging asset class?", I asked in March 2023. Many of my readers were amused. By late 2024, their amusement had turned to envy. ...
National Park Walker Asset Allocation is a long-standing portfolio management model. What sets such portfolios apart is the choice of assets used to ...
Today's post looks at my TAA portfolio's core allocation and at my overall TAA and trend strategy. The post Hybrid Asset Allocation – Keller & ...
A Rollovers as Business Start-ups (ROBS) strategy for starting or buying a business has numerous benefits, including ready access to cash flow and tax ...
From the beginning of blockchain technology appearance there were many discussions about transfer possibilities of ownership rights to the blockchain. ...
Happy New Year! 🎉 🥳 Let’s see how the year went for the broad asset classes that I track. Per Morningstar, here are the total annual returns (includes ...
Here’s my Year End 2024 update for our primary investment holdings, including all of our combined 401k/403b/IRAs and taxable brokerage accounts but ...
The historical average investment return by asset class for the last 40 years might surprise you.You have many options when choosing a vehicle for your ...