The 4% withdrawal rate in retirement has become the gold standard in financial planning. Unfortunately, while it looks good in practice it might not work in real life (meaning the client could be at great risk of running out of money). The logic beyond the 4 […]
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Simple Sector ETF Momentum Strategy
Just read a post on CXO Advisory (full post available to subscribers only):http://www.cxoadvisory.com/4400/momentum-investing/simple-sector-etf-momentum-strategy-performance/#more-4400Which tested a number of simple strategies to switch among different sector ETFs:Materials Select Sector SPDR (XLB) Energy Select Sector […]
Simple Sector ETF Momentum Strategy
Just read a post on CXO Advisory (full post available to subscribers only):http://www.cxoadvisory.com/4400/momentum-investing/simple-sector-etf-momentum-strategy-performance/#more-4400Which tested a number of simple strategies to switch among different sector ETFs:Materials Select Sector SPDR (XLB) Energy Select Sector […]
The TTM Approach to Tactical Asset Allocation
Traditional asset allocation theory relies on a number of key tenets:
· Markets can go down in value but they always come back. Therefore, long term investors should not be concerned with market downturns.
· Different asset classes (large stocks, small stocks, international stocks, growth, value, etc) are […]