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Investment Advice

Lesson and Observations – Part Two: Diversification

This post is the second in a series from guest contributor Eric Roach.   Today's topic looks at diversification from a perspective of age, overall wealth and...

Investment Advice

Lesson and Observations. A Portfolio Cafe member’s perspective.

For those who don’t know me, I’ve been invited by Tim Fortier to write some post for his website. As a huge fan and active user...

Case Studies

Smart(er) Beta and a New Tactical Index

Recently there has been considerable focus on smart beta or fundamental factor weighted indexing.      Smart beta indexes are transparent, rules-based indexes designed to provide focused...

PortfolioCafe

Three Investment Lessons from a Baseball Legend

  Growing up I was a baseball fan for as long as I can remember.  The Reds and the Mets were my early favorites but once my...

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Monthly Scoreboard

Are Stocks Falling From Grace Despite the Record High Stock Market Averages

Over the past several months our ETF models have made shifts away from high beta to dividend paying stocks, REITS and bonds.  In fact some models...

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hedge fund

A Look at a Real-Time Fund Trading Systematic Models

Two of the common things that I hear when "non-believers" review the performance returns of systematic investment models is "that's just hypothetical" or "that's a backtest".   I...

ETF

New Global Tactical Model Series added…

For the convenience of those interested in tracking Mebane Faber's popular Global Tactical Asset-Allocation model that he originally featured in his 2006 paper, I have added...

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PortfolioCafe

Monthly Asset-Class Scoreboard – The Defensive Team has Stepped onto the Field

It has been awhile since I last updated the asset-class scoreboard.  For most of 2013 the top spots were occupied by large-cap growth, Nasdaq 100, and...

PortfolioCafe

Passive Indexing – What Dirty Harry and Investing Have in Common

I know what you're thinking, punk. You're thinking "did he fire six shots or only five?" Now to tell you the truth I forgot myself in...

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PortfolioCafe

Rising Rates…What Investors Should Do Now

Just as the Fed's latest weekly accounting reveals that the Federal Reserve's holding of publicly traded U.S. Treasury securities pushed above $2 Trillion dollars, the yield...

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