Monthly Archives: February 2012

Using TD Ameritrade Commission-Free ETFs for Implementation

A subscriber mentioned that TD Ameritrade offers 100 commission-free ETFs.  See the link: http://research.tdameritrade.com/public/etfs/commissionfree/commissionfree.asp To save transaction costs, we can use some of the commission-free ETFs to replace the ETFs in our portfolios.  There may be some differences in the performance … Continue reading

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ALL SEASON INVESTING WEEKLY 02-26-2012

Top Stories Last Week Greek Bailout The European finance ministers approved a new bailout of 130 billion euros to help Greece avoid default. Private lenders that hold Greek bonds, have agreed to take 53.5% loss on the face value, the … Continue reading

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ALL SEASON INVESTING WEEKLY 02-19-2012

Top Stories Last Week Greek bailout On Sunday, the Greek Parliament voted in favor of  the new austerity package in order to get a second bailout in the midst of the intense demonstrations on the street. European Finance ministers postponed … Continue reading

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ALL SEASON INVESTING WEEKLY 02-12-2012

Top Stories Last Week Greek bailout Greek politicians could not agree on the new cutbacks on Friday.  The approval of a second Greek bailout necessary to avoid a messy default will be delayed until next week. Stocks declined U.S.stocks closed out … Continue reading

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All-Season Investment Strategy III: A Dynamic Multi Asset Investment Solution

“If you want to have a better performance than the crowd, you must do things differently from the crowd.” – Sir John Templeton In Part I and Part II, I have introduced how to use two mechanisms, risk on/off switch … Continue reading

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Portfolios and Their Performance 01-2012

In January 2012, our dynamic models for Aggressive, Moderate, Conservative and Defensive portfolios gained 5.2%, 4.3%, 3.3% and 2.5%, respectively, outperforming their respective benchmarks by more than 1%.  The over-weights in IWM, VWO, IYR  contributed to the outperformance (See Table 1 … Continue reading

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ALL SEASON INVESTING WEEKLY 02-05-2012
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Top Financial and Economic Stories Last Week Strong  employment report US generated 243,000 jobs in January following a 203,000 increase in December. Unemployment rate dropped to 8.3%. Nearly 2 million jobs have been created in the past six months. The … Continue reading

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