Jun 11
Premium Content Material
What might one expect to find in the Premium Content material? Topics and content will include the following.
- Basic research as to the importance of asset allocation
- Performance results of the AA-Mosaic portfolio
- Performance results of the Mosaic2 portfolio
- Portfolio analysis using software to increase return while reducing risk
- Development and performance results of new portfolios
- Performance results of the longer running Passive Portfolio
- Results from other portfolios designed around asset allocation
- Rebalancing news for any passive portfolio
- “Creme List” of stocks - weekly update
- Top Ten list of stocks - at least every two weeks
- Instruction in the use of the Thomas/Lalla/Herr spreadsheet
- Individual stock analysis
- Research results
- Information on investment books
- Tactical Asset Allocation recommendations when appropriate
- Technical Analysis news if it pertains to ETFs of interest
- Other topics of interest as related to asset allocation and passive investing
The monthly fee is $6.99. Register now.
The variety of portfolios with different launch dates, size, target percentages, and cash flow provide an excellent test for asset allocation principles.
Lowell Herr