Ladder Investing
What’s the best way to invest inside of a fixed, long-term vehicle? I compare Buy-And-Hold, Life-cycle Funds, and a new approach that I call Ladder Investing.
Read more
Investment Vehicles
Why Passive Investing Generates Alpha
Under traditional definitions, passive investors cannot generate alpha by definition. But under a new, more-relevant definition, they can.
Read more
I Solved the Passive Investing Debate
Passive investing is still hotly debated. It’s largely a god strategy – it’s quick and easy and it works…if certain conditions hold true. But it has problems.
Read more
The Vital Distinction That No One Is Talking About
Most assets can be easily liquidated. This means time horizon is in some way stochastic. This should influence portfolio construction.
Read more
A Cross-Examination of Life-Cycle Funds
Life-cylce funds adjust their composition of stocks and bonds as you age. You probably shouldn’t use these – better to control your own money yourself.
Read more
How to Invest in Memes
It’s very hard to to get caught up in the hype around bubbles and memes. Ok, fine – you can invest, but you must be careful.
Read more
Owning vs. Renting: A Definitive Answer
Is it a better financial decision to buy a property or rent? Buying, probably – but it depends on the situation. You have to run the numbers. And even then…
Read more
Active Management: Proceed With Caution
Let’s have a look at the numbers and logic to assess if active management is a good idea.
Read more
The Argument Against Global Index Funds
Investing in a global index fund is common investing advice. It has its advantages, sure, but what are the disadvantages?
Read more
Inflation: The Silent Killer That Will Murder Your Returns
Real returns, not absolute, should be the only thing you care about. Inflation is one of the biggest threats to these real returns. Act accordingly.
Read more