Recent Posts
- October 14, 2019
Tax loss harvesting is something I tend to think about after a strong year of equity returns. I find myself asking if I should reduce risk in some names or at least re-balance the portfolio. The problem is that this can create significant capital gains. That said, if you are …
- February 18, 2019
“Past performance is not indicative of future results” you say as you read this post. But it can be a tool for analyzing what asset allocation performed the best. The markets are particularly tough to apply history to, though, because of the wide amount of factors involved. Interest rates, valuations, …
- January 5, 2019
No surprises here, when volatility reared its head throughout 2018, the “safety” classes outperformed risk. That should make intuitive sense, especially when considering the S&P500s 18.7% return in 2017 (and 21.4% when including dividends). But as we all should know, it pays in the longer term to have some diversification. …
- November 12, 2018
As I write this, the yield curve is about to be inverted. I was taken aback today when I saw that 3-month LIBOR is now sitting at 2.6%. As a reminder, LIBOR is the rate that other banks will lend funds to each other on a short-term basis. It is …
- August 20, 2018
I thought I would run through a little portfolio theory for today’s post. I want to answer whether it still makes sense to invest in bonds (and perhaps even Gold). I know, this may be a shocker to some people given (i) the fed was raising rates, (ii) I am …