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Hi Do, Here are Todd’s latest fun picks to take your financial skills to the next level... I'm in the middle of a 5 week vacation, so today's personal message will be short.
The reason I'm sending you these resources today (despite my vacation) is because they're timely and the markets are moving too fast to wait.
First is an update from Jeremy Grantham explaining how the recent bear market rally ended and the downward trend has resumed.
If you don't know Jeremy, he's old, experienced, and knows the market bubble game inside-out from decades of experience. His analysis is insightful, worthy, and relevant.
Then I'll folllow-up with two research pieces from my ongoing effort to help you understand how the single best investment strategy for this new epoch we've entered is trend-following (aka Tactical Asset Allocation).
I've shared multiple academic research articles with you over the past few months because I want you to see how the investment situation you face today is not just Todd's opinion. It's a deeply researched, provable fact.
Passive index asset allocation is a really smart, proven investment strategy for the 90-95% of the time represented by conventional economic growth. However, there are rare periods in financial history where tactical asset allocation is the single best investment solution, and passive investing is left in the dust.
We just entered one of those periods in history starting late 2021, and it will likely continue for more than a decade.
This recent bear market rally has given you a rare chance to switch strategies with only minimal losses. That's why this newsletter couldn't wait. You have a narrow window to make a smart financial decision to partially allocate to this alternative investment strategy with minimal pain.
My recommended resource that makes tactical asset allocation paint-by-numbers easy is here https://financialmentor.com/educational-products/invest, and it includes a full step-by-step educational course explaining how to get started the smart way and build a risk managed portfolio that works for you.
I'm doing my best to help you understand what this change in epoch means and how to manage your portfolio through it.
I hope today's resources help... "Most of time (85% or thereabouts) markets behave quite normally. It's the other 15% of the time that matters. Every historical parallel suggests the worst is yet to come. My strong suggestion is to treat the superbubbles - 2.5 to 3 sigma events - as special. It's a phase change (or what I've called a change of epoch). This academic research article from SSRN examines the performance of trend-following across global markets since 1880. The surprising result is that it's the most robust, stable, consistent investment strategy across all environments, and it's hands-down the best strategy historically for the stagflation/inflation we have right now. Here's where to find my recommended done-for-you solution to implement trend following (tactical asset allocation) for at least part of your portfolio. Plus, it includes my free education series showing you how to get started the smart way. Inflation has been absent in developed markets for more than 30 years. As a result, investors are challenged with little experience or data to guide their decisions. What investment strategies perform well in a rising inflationary environment? This research provides the answer. And if you don't have time to read the whole thing, at least do yourself the favor of looking closely at Exhibit 2 on page 4. It's very revealing. Again, my recommended done-for-you, low-cost solution to accomplish what these authors recommend is here. I hope it helps you secure your financial future through these difficult times ahead.
Onward and upward!
Todd Tresidder
Invest Like Todd: This investment software solution includes two of Todd's top investment systems. Learn how to sleep peacefully and secure your financial future in good times and bad. I use the same to manage my own money, and my clients are loving the results they're getting. My flagship Expectancy Wealth Planning master course shows you how to maximize the expected growth of your wealth in every market condition regardless of epochal change. Join this smart community of active wealth builders to secure your financial future. |
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