Muscular Investing

July 2019

Muscular Investing

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Traits the Best Investment Strategies Have in Common

by Brian Livingston

To gain our trust, an investing strategy needs more than one or two things going for it. It must meet the real criteria that serious investors demand. • Individual traders often don't write down all of the features they expect before adopting a trading strategy... Read More 

Muscular Investing

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How to Evaluate an Investment Strategy

by Brian Livingston

Investors have mental lists of desirable traits when looking for investing strategies they can live with. We can profit by firming up those qualities. • Some people say they simply want whatever strategy will make the most profits... Read More 

Muscular Investing

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Global ETFs for the US, Canada, or Wherever Your Money May Be

by Brian Livingston

A complete set of ETFs covering all major world markets has been available to US investors for years... Read More 

Muscular Investing

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Americans and Canadians, Sittin' in a Tree, T,R,A,D,I,N,G

by Brian Livingston

Pioneers of the index investing revolution, such as Vanguard, started their movement in the United States. But what if your interests go beyond the US? • There are many reasons why an individual investor should take a global view of asset allocation... Read More 

Muscular Investing

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Adding a Single Rule to a Lazy Portfolio Isn't Good Enough

by Brian Livingston

Bolting just one step onto Lazy Portfolios lifts their gains. But that isn’t all investors want. Let’s build a superior strategy that’s still simple. • The noted academics Fama & French have demonstrated that ‘factors’ exhibit predictive power... Read More 

Muscular Investing

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How to Make Your Portfolio Muscular

by Brian Livingston

Adding a single rule improves every so-called Lazy Portfolio. But just that one change doesn’t improve them enough to make them right for investors. • The 21st century offers an index investing revolution. We now enjoy superb tracking, near-zero commissions, and tiny fund fees... Read More 

Muscular Investing

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The Unconventional Success Portfolio Irons Out the Kinks

by Brian Livingston

Unconventional Success is a portfolio with a pedigree. It was designed by David Swensen, chief investment officer of Yale University. • His investing record is the best in the Ivy League... Read More 

Muscular Investing

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Aronson Family Taxable is a Plan for Household Wealth

by Brian Livingston

The Aronson Family Taxable Portfolio is for those people willing to allocate money to 11 funds. It’s performed fairly well but can be improved upon. • The strategy is reportedly one that Ted Aronson, a principal of the AJO wealth-management firm, puts his own family’s money into... Read More 

Muscular Investing

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Ultimate Buy & Hold is the Most-Improved Lazy Portfolio

by Brian Livingston

The Ultimate Buy & Hold Portfolio allocates your money to 10 or 11 funds, depending on which of several published variations you decide to follow. • This strategy has the distinction that it improves more than any other Lazy Portfolio when a simple Momentum Rule is added... Read More