Indexor

Just 5 ETFs and You're Set? Buy-n-Hold Silliness Still Carries On

Gary:

Consider your sources: John Bogle? Motley Fool?? Money Magazine???

It might be time to broaden your information horizons.

28 Key Asset Categories: How Do They Compare?

Hmmm..."Prudent Man CFA" is an options trader? That seems like a bit of a dichotomy in and of itself.

I agree that investing is more art and less science. And as Richard Shaw has provided for us once again, his version of art has painted a colorful canvas that many of us non-CFA's find extremely beneficial. While it may be void of continuously diminishing intrinsic values, I find it full of useful ideas, among a broad array of asset classes, that mere mortals might actually use to make money.

Thank you Mr. Shaw.

How to Use Bond ETFs

Good post Tom. I'll have to add that new asset class - "Hunk" bonds to my watch list. And I suppose I'll have to delineate between steroid and non-steroid hunk bonds as well. Could this be a ploy by female advisors to make bonds less boring for the above poster - bluesmoke?

Quant Approach to TAA: Equity-Like Returns with Bond-Like Volatility

quaazy1,

Go up to the top of this page and under Mebane's picture is a section for "Bio and more articles." About 6-7 articles down you'll find the original article that this post is updating. It is titled: "A Quantitative Approach to Tactical Asset Allocation." It may just change the way you invest.

Although I've never had the pleasure of meeting Mebane, I've used a very similar system for well over 10 years. I found it uncanny that his article proved the results I've been able to achieve. As Mebane states: "The empirical results are equity-like returns with bond-like volatility and drawdown, and over thirty consecutive years of positive returns." Believe him and thank him for sharing his research.

Bond Specialist PIMCO Files to Enter ETF Marketplace

Congrats to Bill Gross for FINALLY changing his mind about ETFs. Although iShares has done an excellent job of leading the fixed-income charge, PIMCO has the horsepower to make "true" actively managed ETFs a reality. Their global capability also bodes well for additional strategies down the road that will only enhance the options for institutions, advisors and individual investors alike.

Finally, access to PIMCO's expertise without the alphabet soup of A shares, B shares, C shares.....

El-Erian's Recommended Allocation vs. Harvard, Yale

Mebane: Excellent article, as always. I always look for your posts as we share very similar phiosophies on managing assets.

As Xyrus mentioned, that is my allocation strategy as well, including the specific ETFs, although I am weighted a bit diferently.

Thank you.

Short Bond ETFs Get Short Shrift

Don't even THINK about using closed-end funds when you now have so many legitimate ETF choices. CEFs are broadly manipulated. Try getting out of a CEF when the market turns south. Leave CEFs for the pump-and-dump brokerage firms who think all "clients" are simple marks.