VEU News and Press, Vanguard FTSE All World Ex US From 12/13/21

We see 2022 heralding a new market regime by delivering global stock gains and bond losses for a second year in a row - a first in about half a century. Stocks rallied back to near record levels and yields rose last week as worries of Omicron dissipated. China’s central bank lo...

BOE and IGA both offer global exposure, which is relatively more attractively valued than U.S. investments at this time. Over the last decade or so, U.S. investments have outperformed, but historically, that isn't always the case. With this underperformance, investors have pushed ...

We may not know what the newest COVID variant holds, but it may not actually matter. The economy is already questionable and has been more and more for quite some time already. In other words, the issue at hand isn’t necessarily omicron nor really a “growth scare”...

The S&P 500 was down 2.2% last week, which, in normal times, would be barely worth a mention. But in today’s speculative market, that qualifies as a correction. The first two quarters of this year were a big rebound, but last quarter was a bummer with the emergence of the D...

In end-March 2020, I had assigned a bullish rating to the Vanguard FTSE All-World ex-US ETF. The recommendation paid off handsomely, with the price of the ETF gaining 57% since. Between 2010 and 2019, during times of normalcy, the fund delivered rather tepid returns. I believe tha...

There is no fast route to wealth. One viable way to financial freedom is through investing. Six investment funds are examined by looking into their efficient frontiers. From each fund, a maximized Sharpe ratio portfolio is constructed. The 12% expected return on the frontier i...

It feels as if the 'Santa Claus Rally' has started early this year. If history is of any indication, we're due for another ~4% over the next 8 weeks. Nonetheless, things are getting more and more bubbly, and the combination of Tapering, higher inflation, and higher rates is anything b...

VTI invests across nearly 4,000 stocks representing the entire U.S. stock market. The fund has impressively been able to outperform the S&P 500 over long periods of time, benefiting from its incremental exposure to small-caps. Despite some near term headwinds, the long-term ou...

Comparison study of a Dual Momentum portfolio and a Robo Advisor (computer managed) portfolio. How do the Internal Rate of Returns compare and what risk is involved? Risk Ratios such as the Jensen Performance Index are used to evaluate performance comparisons. Which model to c...

We move to a cautious outlook on global equities. During September, we are continuing to see risk factors build while equity valuations remain at extraordinarily high levels. While global earnings estimates for 2021 have provided a strong tailwind for markets in 2021, this impetus is ...