A historical look at trend strategies to form better expectations for what their performance.
This post explores what value averaging is, how it works, and how to implement the strategy.
An analysis of when inflation-protected bonds outperform (and underperform) regular bonds.
The true tax impact of phantom income plus info on a lesser known alternative to TIPS.
A story behind the dislocation of TIPS and Treasuries.
Bonds are less volatile than stocks – but in the long-term they’re just as risky. This post examines the best ways to hedge inflation risk.
A historical look at inflation-indexed bonds, how they perform differently than regular bonds, and data on how few investors own TIPS.
Have you ever wondered if you’re getting the most value out of your credit card points? This post explains how to make your points stretch further, avoid annual fees, and ranks the most valuable sign-up bonuses. Travel blogs make money from affiliate links that pay them if you get approved for a card. This creates…
The goal of this post is to put concrete numbers on the tax impact of trend following strategies in taxable accounts. I tested 12-month and 6-month trend strategies from 1998 to 2019 on three stock index funds: U.S. stocks with Vanguard’s VTSMX (ETF equivalent is VTI) International stocks with Vanguard’s VGTSX (ETF equivalent is VXUS)…
The investment product landscape is like the supplement industry. Supplement companies don’t make money if you sleep eight hours a night, only drink water, and avoid junk food. Fund providers don’t make money if you stick to low-cost index funds. We’re inundated with products promising an edge, either for our health or finances. In investing,…