Note: depending on where you follow us, you will either think we have been “regular busy” or “extremely busy” the past few weeks. Here’s what happening behind the scenes.
I’ve been writing for more than 25 years. Books, whitepapers and I’ve lost count how many thousands of articles. Dana and I set a goal that by New Year’s Eve, we’d corral my best, most timeless, actionable, educational material, tighten it up and sync it with my very latest views of the investing markets. Last weekend, that project was completed.
The result: here at ETFYourself.com, our rapidly-growing Substack site, we’ve created what truly is the online home of Sungarden Investment Publishing. Pretty spiffy, eh?
With that platform, we have 2 choices when a new article is ready to post. Post it via an email, or post it to the site and hope the folks who really would benefit from it, find it. We’ve done a bit of the latter but mostly the former. And we’re trickling them out between now and year-end.
That project is finished. Now, on to the one that never ends: making good investing decisions that manage risk!
In this issue:
Indexes: silent night...and maybe a couple of silent weeks. That’s the read currently. Not much going on, in classic year-end fashion.
ETFs: commodities are starting to look like the latest asset class that people stay too long in, or fail to hedge. I explain below.
Stocks: you would not believe how many US stocks have made no returns for years. Bull market? Of course, but not if you look with both eyes. I have the stats to back it up.
Other timely stuff: there are about 4,400 US-traded ETFs. The past 4 years, I’ve documented in this weekly letter and how just 2 of them can be used in tandem to produce some competitive risk-adjusted returns.
So...do we need to spend the time to research 4,400 of them? No. But are only 2 enough? For some investors, yes. But for those who want to take the next step in becoming their own portfolio manager, and not leave themselves wide open to get crushed every time the stock market tanks, our Allocation portfolio is a great learning tool. I focus on it below.
Plus, my latest market thoughts, and the latest update to the ROAR Score. Here’s the Weekly ROAR.