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Time to Lock In Higher Long Term Interest Rates

As I prepare our 2025 Federal Tax return, I decided to compare what we earned in taxable interest in 2021 with 2024 on those tax returns.   ...

Monday, December 12, 2022

New Investment Strategy Principles

Here are the principles for developing the Regarded Investment Strategy:
  • Simple to Use.   The strategy invests in 4-6 sectors using ETFs that have high volume trading.
  • Low Cost.  Using ETFs with relative low expense ratios.
  • Low Volatility.   Adjust positions weekly based on quantitative metrics to reduce downside risks.
  • Good Returns.  Meet or beat total market returns on an annual basis.
The results have been back tested and are delivering against the principles.

We have started an in-market test with limited funds this week.

For more on Strategies and Plans, check back every Monday for a new segment.

This is not financial nor investment advice. Please consult a professional advisor.

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