Retirement

The early warning retirement indicator

I haven’t talked about safe withdrawal rates (SWR) in a while. For earlier discussions on what the SWR is on how to use it in retirement see the series of posts here. The SWR basically determines what is the maximum a retiree can withdraw from their portfolio every year and make sure the portfolio lasts through their entire retirement. One…

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Bonds , Retirement

Death by bonds

I’m not a huge fan of investing in bonds, although I do invest in them from time to time. In general, their prospective returns are lower than stocks, they’re taxed at marginal income rates, and individual bond issues are harder to research/buy/trade than individual stocks. However, the most surprising reasons that I’m not a bond fan are; they don’t make…

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Portfolio , Retirement

The worst times to retire in history

The safe withdrawal rate (SWR) that I’ve discussed in several posts (here, here, here) is a great tool to use for retirement planning and once in retirement. I’ve presented a range of SWRs from the super conservative 4% that has worked 100% of the time to the slightly more aggressive 5.25% which takes a bit more risk and requires some…

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Economic pulse investment model backgrounder

Oops! You need to be a member to access this page. If you’re already signed up login with the form below. Otherwise, to learn more about the Economic Pulse newsletter see here. Or to learn more about the QuantEdge quant stock service see here. Or to learn more about the Crypto Trend Following System see here. Regards, Paul Username Password…

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Retirement

Poor future returns and the safety first approach

In today’s post I want to address another approach to dealing with the prospect of poor future returns. In my last post I described the prospect of poor future returns and different risk-based portfolio strategies in such an environment. Today I’ll consider an alternative. The alternatives are various dedicated income approaches that put the retirement income stream at the top…

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Portfolio , Retirement

Maybe you should be in 100% cash

This post has nothing to do with asset prices, valuation, or timing the market as the title may have led you to believe. It has to do with investor psychology and behavior. Over the years I’ve wondered if certain types of people would be happier if they didn’t invest in anything but cash. Not ‘better off’ mind you just happier and…

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Portfolio

Using dividends to cushion against market gyrations

Early in 2013 I presented a quantitative strategy based on dividend paying stocks from OShaughnessy’s What Works On Wall Street. The Enhanced Dividend Yield strategy. The strategy provides market beating returns, higher sharpe ratios, and a healthy dividend stream. One of the best things about this strategy is it’s high stick-to-it-iveness. That’s a highly technical financial term that means that…

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