Kepler Update: 25 July 2014

The broad global market continues to perform well despite the normal summer malaise.  The Kepler is no different as the Internal Rate of Return (IRR) continues to rise, but not quite as fast as the U.S. Equities market as we are diversified into many … [Read more]

Momentum Works: An 18-Year Study

A week or so ago I was discussing the VTI-TLT-SHY model with a friend and did not expect follow-up from the conversation.  This morning, to my surprise, an 18-year study appeared in my e-mail and here are the results.  Per my blog post yesterday, we … [Read more]