Which are the Index Funds that the FED is currently buying? Are Bond ETFs safe? Here is what you should know about ETF price discounts. We analyse what happend to Fixed Income Bond Funds during Coronavirus Crash
These are the 10 Rules they have learned
During the March Stock Market Crash pretty much all my family members and some of my friends asked me how to invest in stocks. Given the current market turmoil, there is an increasing appetite for buying stocks. This is what you need to know should another crash materialize (e.g. should the liquidity problems turn into solvency problems in the wider economy later this year)
2 out of 3x deploying a lump sum of money immediately is better than Dollar Cost Averaging (~2% better returns). Here is what you need to know.
Asset Allocation: Bank of America Fund Manager Survey found that 68% think this is a bear market trap – did they get it wrong? Most bought sectors and jurisdictions are…
If you had Treasury ETFs in your portfolio going into 2020, well done! The YTD Returns range from low single digits for Short Term US Treasury ETF to over 30% for long term treasury bond ETF and have performed remarkably well during the Coronavirus Bear Market. However, the current situation is somewhat asymmetric. Read what are the risks.
While most risk assets buckle under the strain of the Coronavirus, Gold continues to shine brightly as the haven of last resort. The yellow metal is up 12% this year, outperforming all other major asset classes globally. How long can it last and what are the signs that you need to rebalance into other asset classes? Is now a good time to buy Gold? Understand what drives Gold Prices! We analyze all factors: Bond Yields, USD, Growth, Inflation and Tail Risks.
How to Invest in Gold to increase Returns from Your Equity Portfolio. With Negative Real Yields now Gold may be the Alternative – Look at the Last 30 Years
I don’t mind if Stocks crash because my investment strategy will generate higher returns. Could you lock-in high returns in a Bear Market? More importantly, can it be done so that you don’t have to predict which way the market will go this year? Without diversification and only investing in Stocks? Here is an example of how it works.
COVID-19: Summary of current state of the Markets For anyone wondering about the current disconnect between the valuations and the underlying fundamentals there is a brilliant piece from Howard Marks…
Buyback companies underperformed YTD – while S&P 500 is down 16%, the S&P buyback Index is down 30%. Investigate the highly uneven distribution effects and consider this before investing in those sectors and companies.
There is no doubt that times like these necessitate asset diversification.
Some candidates include Bitcoin (“BTC”) and Gold (“XAU”). We have an on-going debate with one of my best friends about Bitcoin.
COVID-19 Powerful Low Budget Tips – a long distance cyclist’s perspective Having cycled close to 15,000 kms over the past months in different parts of the world (New Zealand, Tasmania,…
While the Greek and Roman philosophers lived by their philosophy rules it has been to a great degree discontinued or at best partially absorbed and replaced by the emergence of Christianity. Read more about Vipassana Meditation Experience.