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  • Tactical Asset Allocation Performance In Various Secular Market Cycles [View article]
    More analytics (max drawdowns, Standard deviation, Sortino etc.) can be found on the portfolio page: http://bit.ly/VFO71b
    Jan 14 11:56 AM | Likes Like |Link to Comment
  • Bridgewater's All Weather Portfolio Vs. Harry Browne's Permanent Portfolio [View article]
    You are right on both counts:

    1). we took a simplified approach in this example to equal weigh assets instead of risks. This is for illustration and make it comparable with Harry Browne's permanent portfolio. In the real risk parity all weather portfolio, the weights should be derived through the risks (such as volatility) instead. Depending on the choices of long bonds vs. intermediate bonds etc., the weights will be different and equities will get lower weights (but not that much lower if long bonds such as TLT or LQD is used).

    2). EM debt spreads should be really long EM and short US and Corporate debt spread should be long Corporate bonds (mostly high yield depending on how you want your portfolio) and short treasury bonds/notes. Again, to implement/showcase this using vanilla mutual funds and ETFs, these were simplified.

    Thanks for the good comments.
    Sep 23 03:13 PM | Likes Like |Link to Comment
  • Bridgewater's All Weather Portfolio Vs. Harry Browne's Permanent Portfolio [View article]
    We did take 25% for each category and equal weight among those assets in the same category. For example, in the Growth-Rising category, each of the four assets in the box is spread with 25%/4=6.25% weight.

    Please look at the weight table in the article.

    Thanks
    Sep 21 07:41 PM | Likes Like |Link to Comment
  • California State University Professors Are Better Off Than Their CALPERS Pension Funds [View article]
    excellent choice. PRWCX is ranked 5 star by MyPlanIQ: http://bit.ly/OO5uJN. By the way, the plan does not have this fund as one of the choices? Can you confirm?
    Sep 2 04:58 PM | Likes Like |Link to Comment
  • Top 10 Holdings From Texas Money Management Firm [View article]
    Thank you for reporting this. I have made the changes and will request the change to be made to the aritcle.
    Jun 26 11:38 AM | Likes Like |Link to Comment
  • REIT Stocks Could Deliver Strong Dividends [View article]
    Yes, we assume that all dividends are re-invested.
    Jun 6 12:06 PM | Likes Like |Link to Comment
  • Will These 3 Stocks Beat Apple To $1,000? [View article]
    Thank you for your insightful additional comments.
    Jun 4 07:33 AM | Likes Like |Link to Comment
  • Why Dividend Stocks Can't Take The Place Of Bonds (III) [View article]
    This would be my response:

    1. The Motley Fool has a pretty broad distribution and it may be frivolous but it's worth measuring and making a comment. Maybe for the long time investors it's seen as junk but many people take it seriously.

    2. Even if you think the choices are specious, it provides some contrast and hopefully spreads some light.

    3. I have written articles on the best of the dividend stocks and the question then is whether they are over-priced.

    4. In the end, it's horses for courses I guess.
    May 31 07:24 AM | Likes Like |Link to Comment
  • Why Dividend Stocks Can't Take The Place Of Bonds (II) [View article]
    We use 90 days Treasury Bills annualized interest rate to calculate Sharpe ratios.
    May 28 02:55 AM | Likes Like |Link to Comment
  • 10 High-Yield Dividend Stocks With Insider Buying [View article]
    I am checking with the technical team and I await their reply.

    Thanks.
    May 17 05:04 AM | Likes Like |Link to Comment
  • 10 High-Yield Dividend Stocks With Insider Buying [View article]
    Thank you for your reply. You make a good point. will be more circumspect in my titles going forward.
    May 15 11:23 AM | Likes Like |Link to Comment
  • Is Rising Star Chipotle A Long-Term Investment? [View article]
    Thanks for your comments.
    May 14 09:10 AM | Likes Like |Link to Comment
  • Is Rising Star Chipotle A Long-Term Investment? [View article]
    I used to live in London and so know St. Pauls area well. Thanks for the tip next time I am there.
    May 14 09:10 AM | Likes Like |Link to Comment
  • 4 Stocks Most Analysts Love [View article]
    I am "recently long" in ZAGG so I appreciate your insight. Thanks.
    May 12 07:21 AM | Likes Like |Link to Comment
  • Forbes Low Cost All Star Lineup [View article]
    It wasn't available when we started. As you know ETFs choices have grown rapidly and SIB was meant to be a simple benchmark. It's a fair point that we might want to tune the SIB because it has done pretty well and perhaps we could squeeze more out with tuned fund selection.

    Thanks.
    May 9 11:14 AM | Likes Like |Link to Comment
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