Rebalancing and asset allocation
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Search Results for: asset allocation
The wisdom of appropriate asset allocation
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Variable asset allocation
We emphasize in our blogs that, over the long term, a properly selected U.S. index Exchange-Traded Fund (ETF), one that tracks the S & P 500, held in tax-advantaged account, has been the investor’s best way for growing savings and is likely to remain so for many years. Simple to set up, simple to […]
Time to rebalance to personal asset allocation?
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Asset Allocation
Let us first review the habits of highly effective investors. Having an early, disciplined savings program Self-directed (do-it-yourself) investing Buying the entire US market Buying and holding Buying low, selling high Avoiding complexity These can only be effective if practised on a background of a long-term view coupled with an asset allocation regime suitable for […]
A question about asset alloction
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How Canadian Investors Can Earn More Money.
Yesterday, I met with our federal government member, Terry Dowdall MP, to encourage legislation allowing Canadian investors to sell cash-secured puts in their tax-advantaged (registered) accounts. You can see my reasoning below. How Canadian Investors Can Earn More Money. How the Canadian Government Can Collect More Taxes. Most Canadians have one or more registered [tax-advantaged] […]
Monday, Oct. 2, 2023. How our fearless, intrepid investor made out last week and what she will do today
Writing (selling) covered calls on SPY last Monday, September 25, with expiry date on the Friday of the same week, September 29, our fearless, intrepid investor collected a decent premium income. What will she do when the market opens today? YOU NEED TO LOGIN TO VIEW THE REST OF THE CONTENT OR LEAVE A COMMENT. […]
Monday, Sept. 8, 2023. How our fearless, intrepid investor made out last week and what she will do today
For several weeks, the SPY put/call ratio showed positive investor sentiment, suggesting a short-term market rise. The best thing to do at that time is NOT to sell derivatives with SPY as the underlying security but simply to hold SPY. As suggested by the put/call ratio, SPY rose and our fearless, intrepid investor benefited. What […]
Monday, August 7, 2023. How our fearless, intrepid investor made out last week and what she will do today
Last Monday, July 31, our fearless, intrepid investor wrote (sold) just-out-of-the-money covered calls on SPY. She collected a nice premium income – safe, secure, adequate. On Friday, August 4, the put/call ratio showed investor sentiment to be negative suggesting a short-term market decline. The best thing to do at a time like that is to […]