No stocks passed my filters this past week. I currently hold no US stocks. Asset Class Allocations for ETF Investing My asset allocation models collectively have allocations as per the table below.
Stock Trades for the Week Ending November 26
Trader Education I am currently reading Alpha Trader by Brent Donnelly. Brent's trading style is vastly different than mine but there is definitely some useful information in his book and I have no trouble recommending it if you are looking to expand your trading...
Timing Luck with Tactical Asset Allocation
Tactical asset allocation (TAA) is most often based on the investor trading once-per-month and that once occurs on the last trading day of each month. There may be an inherent problem in the selection of the same day each month on which to rebalance the portfolio and...
Process Versus Outcomes in Investing
Outcomes. When you are a long-only investor and the markets behave like they did in 2017 it is easy to focus on outcomes and tend to allow your mind to diminish the importance of process. When your equity chart increases every month for twelve months straight you have...
Measuring Your Trading Performance With The Gain to Pain Ratio
As a DIY investor, I am a strong believer in measuring my trading/investing performance. As the saying goes, if you don't measure it you won't improve it. I just started a subscription to Real Vision TV and began with the Peter Brandt series of videos. Peter Brandt...
The Most Important Step To Becoming a Better DIY Investor
Since my early twenties, I have been a DIY investor as I find investing to be such a thought provoking field. For the most part, I have been a rules-based investor choosing systematic trading which is typical of an engineer. Throughout the years, I have always sought...
Superforecasting
If you are a regular reader of my posts then there is a good chance that you are aware of Superforecasting by Philip Tetlock and Dan Gardner. I am currently reading Superforecasting and not going to post a review as many others have already done so on Amazon. Should...
So You Want to Be An Actively Passive Investor
If you are of the belief that momentum persists in markets as evidenced by the abundance of supporting research and you want a once-per-month ETF trading system that isn't as volatile as my model, allow me to offer a suggestion. As noted in my monthly updates, a...
The Challenges of Successful Trading
Successful trading isn’t easy nor is it supposed to be but the difficult part of trading may not be what most new traders originally anticipate it would be. Sticking to an investment strategy is likely the most difficult part of trading. Why? All investment strategies...
Larry Swedroe Doesn’t Like Tactical Asset Allocation Funds
In a September 10, 2014 article on ETF.com, Larry Swedroe blasted tactical asset allocation funds stating that "TAA is just another game where the winners are the product purveyors, not the investors". Swedroe bases his article on TAA funds listed on Morningstar's...