Roger Nusbaum Blog | Talkmarkets | Page 1
Investment Consultant

Roger Nusbaum brings 30 years of investment industry experience into his newest role as ETF Strategist at AdvisorShares.

For many years the Random Roger blog has focused on portfolio construction, behavioral finance, the need for innovative retirement solutions and ETF thought ... more


Latest Posts
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A Solution For Sequence Of Return Risk?
An old strategy thought of in a different light.
The 4% Rule Is Dead! No It's Not!
The "safe withdrawal rate" of 4% may not consider taxes and maybe 30 years is too short for planning purposes but I think the bigger threat to the 4% rule is that it is built on total returns from the bond market that do not exist anymore.
Curve Inversion And You
Implications of yield curve inversions.
Just Let Go
Owning three index funds will result in less to do than owning 40 individual stocks. If you take the time to manage your portfolio using a diversified slate of individual stocks there is no guarantee that you will get better returns.
Buffett's Latest Thoughts On Indexing
Is Buffett up to no good when he praises indexing?
Intermittent... Spending?
A round up of Saturday reading.
Hedge Fund Replicators, All That Or Not?
Another type of popular hedge fund strategy is long/short.
Everything About Finance Distilled Into A Short List
The list may not be long but it is powerful.
The 23 Year Rule?
There is no situation where having more money made it worse.
That Bear Market Call Looks Wrong ... Again
Regardless of whether this is or is not a bear market, the one after this one will start from a much higher level.
The Swensen Portfolio Has No Shot Of Outperforming
In trying to apply a Swensen-like idea to my portfolio I would probably want to be a little more tactical than simply mapping something out and sticking to it forever save for rebalancing.
When Momentum Isn't
Momentum tends to do relatively poorly in bear markets as well as big turns in the market. Maybe the last six months have been a big turn? It tends to do best during the meat of a bull market.
How I Try To Assess New ETFs
Direxion has launched an interesting suite of relative value ETFs.
Is The Bear Market Over? Was It Actually A Bear?
The stock market was up a bunch again today and is up about 9% from the low on Christmas Eve. At the low point, the S&P 500 did breach a 20% which is a level that many would say makes a bear market "official".
The Long Game
Yet another way to make every aspect of your life easier.
Happy New Year! Let's Evolve
Exploring the wisdom of others.
1 to 16 of 218 Posts
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