2017 All-Weather Portfolio
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Date01 Apr 2017
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/CategoriesBear Market, Cash Flow, Dividends, ETFs, Investing, Palos Verdes, Peninsula People Articles, Risk, Volatility
According to City-Data.com, the most recent reported average household income in zip code 90274 was $188,000. 57% of the tax filers showed dividend income which would indicate stock ownership. For zip code 90275, the average household income was $117,000 with... Read More →
Defensive-Minded Investing
Invest with a similar mindset to that of a strong amateur tennis player – defensively. Defensive-minded investing is an approach that focuses on risk first and return is secondary. By risk, I am referring to the possibility of loss of... Read More →
Strategies for Safe Portfolio Withdrawals in Retirement
Low bond yields and high stock valuations leave many retirees at risk of running out of money According to a recent poll conducted by AARP, the majority of Americans are more fearful of running out of money than dying –... Read More →
Reduce Risk – Mid-Year Market Outlook
As we approach the mid-year point in 2014, valuation concerns from two of the finest market observers have gone largely ignored. Indeed, economist Robert Shiller of Yale University and institutional money manager, Jeremy Grantham of GMO Inc. (two professionals with... Read More →
Buy-and-Hold and Other Bad Ideas
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Date01 Oct 2011
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/CategoriesBear Market, Bonds, Dividends, Investing, Peninsula People Articles, Real Estate, Stock Picks, Volatility
The biggest mistake an investors can make today is without a doubt, selling stocks and buying bonds In 2005, I wrote an article for TheStreet.com titled “Protection Against a Housing Collapse.” I was a real estate bear probably for two... Read More →
What Would Robert Shiller Do Now?
I recently re-read an article I cut out of The Wall Street Journal on July 29, 2002, titled “Prescient Professor Favors Market-Timing.” The prescient professor referred to was Yale economist Robert Shiller. You’ve certainly heard of Prof. Shiller, and you... Read More →
Readings Vary with Valuation Metrics
In a July 2 column, I wrote about how the Fed Model (a.k.a. Greenspan’s Model) indicated that stocks were undervalued by about 25% relative to bonds. To review, the model basically compares the forward earnings yield on the S&P 500... Read More →
Protection Against a Housing Collapse
I’ve been worried about the housing market for a couple of years. The enthusiasm, bidding wars, blind optimism and the simple fact that so many of my acquaintances think they’re so darn smart because their houses are appreciating, reminds me... Read More →