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Tag: best portfolio allocation

How Efficient is your Portfolio?

With high market valuations and an ever-lasting bull market, one might get scared to invest in equities (stocks) and stay on the sidelines. We are not and continue to hold an aggressive portfolio of low-fee index funds (see our actual holdings). Over the long-term, the market has historically greatly rewarded equity investors but there is a balance to be found.
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Dude, Where’s my Returns?

In recent years, bond yields have gone from the Good, the Bad, and the Ugly. In most of Europe and Japan, negative yields have been introduced and bonds are now in an unforeseen territory. There is now over $11.7 TRILLION dollars worth of bonds with negative yields out there and, surprisingly, there are always buyers for them.

To get this straight, you would now need to pay someone to lend them your money.
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Should I Change My Asset Allocation?

Today I have been reading a bit on approaches Financial Planners are taking when advising their clients on the ideal asset allocation. I was surprised to learn that most planners are now advising to shift investment strategies towards U.S. equities and bonds have deeply fallen out of favor. In the chart below, you will notice how U.S. equities recently saw a large influx of cash after the elections.
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How Should You Invest?

After researching the subject and my own little trial and error, I came to the conclusion that index fund investing might be my best path to financial freedom. I started investing in the stock markets playing individual stocks (note here the word playing) back in 2013. I had a very good year and made a 30% return but I do not think I would have been so luck year after year.
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