Enhanced Portfolio
MI is a primer of an easy, DIY, forecast-free approach to investing. I call it 'enhanced lazy portfolio'. It is a balanced, globally diversified model ETF/CEF portfolio. Started in May 2011 as a 'lazy' risk-managed global portfolio, in July MI started offering the best of the strategic and tactical approaches in one educational newsletter! MI portfolio embraces not only risk-management, but also momentum/trend-following and valuation frameworks. The ideas are inspired by research and the great investors which successfully implemented these frameworks.
What's inside?
What this newsletter is NOT (disclaimer):
1) Not an advice or recommendation to buy or sell any securities. I am sharing my approach for information purposes only. You are encouraged to contact your financial adviser and do your own due diligence, taking into account your objectives and personal circumstances.
2) Not a forecast. I believe forecasting financial markets is a waste of time. I share my views as well as interesting opinions of trusted experts for entertainment and information purposes only. Some of these views impact my asset allocation, which I disclose. You are encouraged to study carefully any assumptions/opinions and consider limitations of out-guessing the market (which is sometimes indeed 'wrong', but may stay so for a long time). As in medicine, "do no harm" is a fundamental principle before taking an active management route.
The free archive of the previous issues is available here. Asset allocation and performance history is here.
Click here to purchase May newsletter for 7 USD OR get a yearly subscription for just 72 USD.
The download will be delivered to you by e-mail after your funds have been accepted (PayPal only).
What's inside?
- A passive and tactical asset allocation primer in one ETF portfolio, updated monthly.
- Performance and benchmark review.
- Tactical trades and re-balancing to manage risk and preserve capital.
- My occasional thoughts and links to research and other websites on investment strategy.
- Archive of earlier editions from the beginning of this service in May 2011.
What this newsletter is NOT (disclaimer):
1) Not an advice or recommendation to buy or sell any securities. I am sharing my approach for information purposes only. You are encouraged to contact your financial adviser and do your own due diligence, taking into account your objectives and personal circumstances.
2) Not a forecast. I believe forecasting financial markets is a waste of time. I share my views as well as interesting opinions of trusted experts for entertainment and information purposes only. Some of these views impact my asset allocation, which I disclose. You are encouraged to study carefully any assumptions/opinions and consider limitations of out-guessing the market (which is sometimes indeed 'wrong', but may stay so for a long time). As in medicine, "do no harm" is a fundamental principle before taking an active management route.
The free archive of the previous issues is available here. Asset allocation and performance history is here.
Click here to purchase May newsletter for 7 USD OR get a yearly subscription for just 72 USD.
The download will be delivered to you by e-mail after your funds have been accepted (PayPal only).
Refund Policy
Marathon Investor is offering non-tangible irrevocable goods. I do not issue refunds once the order is accomplished and the product is sent. As a customer you are responsible for understanding this upon purchasing any item at this site.
