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The 60/40 portfolio is often used as a balanced approach to investment, aiming to achieve a reasonable level of return while managing risk. The numbers 60 and 40 represent the percentage allocation between two primary asset classes: stocks and bonds. This allocation is designed to balance the potential for higher returns from stocks with the…

In Walt Disney’s Aladdin, there is a kind-hearted street urchin who spends his time stealing food from the marketplace and a power-hungry Grand Vizier vie for a magical oil lamp that has the power to make their deepest wishes come true. Oh well, if a Genie were to grant you three wishes, what do you…

Over the last couple of weeks, I have presented at several private meetings for investors and urged them to think outside the mainstream. No obligation and lengthy sales pitch. With each session triggering a flood of requests for additional meetings. Every traditional investor faces the same dilemma. Shoot for huge returns and you put way…

The widely watched S&P 500 Index recorded its strongest weekly gain in nearly a year setting a decidedly bullish technical tone as signs of a slowing economy and a policy statement from the Federal Reserve or the Fed that was generally perceived as dovish led to a sharp decrease in long-term bond yields. After topping 5%,…

This interesting article by Rupert Walker for Fund Selector Asia may be of interest to my partners and clients. The findings of the Swiss bank’s study reveal a big gap between intentions and actions among Apac’s wealthy families. Here is a section: Wealth preservation and risk aversion are the main concerns of high net-worth individuals…

Tae Kwon Do (TKD) is the art of self defense that originated in Korea. It is recognized as one of the oldest forms of martial arts in the world, reaching back over 2,000 years. The name was selected for its appropriate description of the art: Tae (foot), Kwon (hand), Do (the way). TKD utilizes both…

A Reuters story on the Federal Reserve’s latest policy decision landed on my terminal. Well, there was no surprise at all and I actually really wasn’t expecting too much. Indeed, the powerful Federal Reserve kept their rates steady at a 22-year high. As expected, Powell acknowledged the progress we have made so far in returning to…

A Bloomberg article on the Japanese Yen captured my attention while I was checking some quotes for a trade. I can tell you that a number of macro traders on my radar have been busy moving around trying to take advantage of the dollar moves especially the USD/JPY pair. The Yen depreciates sharply against the dollar…

Halloween’s origins can be traced back to the ancient Celtic festival known as Samhain, which was held on November 1 in contemporary calendars. It was believed that on that day, the souls of the dead returned to their homes, so people dressed in costumes and lit bonfires to ward off spirits. Halloween is here and it’s…

For those who have missed the market action last week, most stock markets finished the week in the red as geopolitical tensions in the Middle East continued to weigh on investor sentiment. The UK’s FTSE 100 dropped -0.2% while pan-European Stoxx 600 and Germany’s Dax 100 slipped -0.2% and -0.1%, respectively. Over in the US,…