Journal to portfolio afterlife

[portfolioafterlife]

Twelve Paradoxes - HumbleDollar

WHAT SEEMS TRUE about money often turns out to be false. That brings me to the financial paradoxes I’ve come across during my investing journey. Here are my top 12: The more we try to trade our way to profits, the less likely we are to profit. The more boring an investment—think index funds—the...

humbledollar.com

 

[portfolioafterlife]

Your Balanced Index Still Isn’t Balanced – Pragmatic Capitalism

www.pragcap.com

 

[portfolioafterlife]

 

[portfolioafterlife]

The Dark Art of Pretending You Are Fine - Darius Foroux

I landed on a documentary about a guy who had a headache for years and never had a check-up. They found out later he had a brain tumor.

dariusforoux.com

 

[portfolioafterlife]

The Academic Failure to Understand Rebalancing | Portfolio for the Future | CAIA

By Michael Edesess, Ph.D, Managing Partner / Special Advisor at M1K LLC. Perhaps the most universally accepted investing principle is to periodically rebalance one’s portfolio. Advisors have been drilled that rebalancing results in some combination of improved performance and reduced risk...

caia.org

 

[portfolioafterlife]

 

[portfolioafterlife]

Think Outside the Portfolio

On the non-investment related actions you can take to thrive during a downturn.

ofdollarsanddata.com

 

[portfolioafterlife]

We again see many of the early warning signs of an economic downturn. While such doesn’t guarantee a recession, it does suggest the risks of an economic downturn are markedly higher.

NFIB Signals A Recession Is Coming...Again - RIA

The NFIB survey signals the risk of an economic downturn. As the Fed hikes rates and inflation surges, businesses lose confidence.

realinvestmentadvice.com

 

[portfolioafterlife]

Six Things That Might Go Right – Validea's Guru Investor Blog

By Justin Carbonneau (@jjcarbonneau) — During bear markets, it’s easy to talk about all the things going wrong in the market, economy and the world. And in today’s current market environment, there is no shortage of things to worry about. From high inflation, increasing interest rates and...

blog.validea.com

 

[portfolioafterlife]

Io mi sono riempito di bond e non ho avuto timore di acquistare embe e austria centenario, secondo me in saldo. Staremo a vedere.

The reality is, if both a recession and inflation hit the market at the same time, the resulting stagflation can destroy a bond portfolio just as easily as it can decimate stocks. But with so many assets out there with good yields, it’s probably time to include bonds in your portfolio.

It’s Not So Simple To Abandon Stocks For Bonds – Validea's Guru Investor Blog

Bonds are finally a competitive alternative to stocks in a diversified portfolio, contends an article in The Wall Street Journal. However, with 10-year bonds down 13% alongside the S&P 500, bonds don’t quite offer the magical solution to inflation but many different types of bonds can garner...

blog.validea.com