January 16, 2018 | Daily JAM, Perfect Five-ETFs, Volatility, You Might Have Missed |
Back in October 2017 I set up a very simple portfolio of 5 ETFs with the goal of beating the performance of a Standard & Poor’s 500 ETF (so that’s the benchmark) with less risk (because of the added diversification.) I said that I would rebalance this portfolio as needed–or on a six month schedule (which ever came first.) But that this would be a relatively passive portfolio of passive ETFs–but with some active management thrown in by way of those shifting allocations. Well, the portfolio certainly isn’t six months old, but we have flipped the calendar page into 2018 so I’m going to do the first performance report now and at the same time do an initial rebalancing of assets.
March 1, 2017 | Daily JAM, Morning Briefing |
Wall Street heard what it wanted to hear from President Donald Trump in his address to a joint session of Congress last night. Or to be more precise it didn’t hear anything it didn’t want to hear. Trump waved in the direction of cutting regulations, repealing Obamacare, cutting taxes, and spending more on the military, education, and infrastructure.
June 30, 2015 | Daily JAM, Mid Term, You Might Have Missed |
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October 2, 2013 | Daily JAM |
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May 7, 2013 | Uncategorized |
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February 26, 2013 | Daily JAM, Videos |
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