Muscular Investing

June 2019

Muscular Investing

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Easily Improve the Gains of the Ideal Index Portfolio

by Brian Livingston

The Ideal Index Portfolio is intended to give you a relatively aggressive allocation to equities, evenly split between US and international stocks. • That risk-on strategy gave Ideal a slightly better four-decade performance than the S&P 500 (including dividends)... Read More 

Muscular Investing

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The Gone Fishin' Portfolio Sets Its Lure with 10 Asset Classes

by Brian Livingston

The Gone Fishin’ Portfolio, like many so-called Lazy Portfolios, is promoted as requiring no changes over the years, no matter how bad the market gets... Read More 

Muscular Investing

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The Coffeehouse Portfolio Does Well with a Momentum Twist

by Brian Livingston

The Coffeehouse Portfolio is so named not because you buy Starbucks, but because the strategy is so simple you could set it up in a coffee shop. • The formula holds seven assets at all times, with 40% in US stocks, 20% in REITs and non-US stocks, and 40% in bonds... Read More 

Muscular Investing

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The Nano Portfolio is Basic But Has an Easy Path to Improvement

by Brian Livingston

The Nano Portfolio includes a significant exposure to global stocks, which is a healthy reminder that we shouldn’t put all our eggs in one US basket. • The strategy is called ‘nano’ (ultrasmall) because it holds only FIVE assets — fewer than other Lazy Portfolios... Read More 

Muscular Investing

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The 7Twelve Portfolio Greatly Improves with a Momentum Rule

by Brian Livingston

If you own 12 ETFs in equal weights at all times, you’re probably following the 7Twelve strategy, which holds more assets than other Lazy Portfolios. • The extra asset classes give 7Twelve some exposure to commodities and natural resources, which competing portfolios lack... Read More 

Muscular Investing

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The Coward's Portfolio Is More Profitable with One Rule Added, But...

by Brian Livingston

You can boost the gains of the so-called Coward’s Portfolio (aka the Smart Money Portfolio) by adding one easy tweak, but watch out — there’s a catch. • The strategy is not really for scaredy-cats but for people who don’t like surprises in their investments... Read More 

Muscular Investing

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Make Your Lazy Portfolio More Muscular

by Brian Livingston

An investing fad called ‘Lazy Portfolios’ took hold in the 1990s. Just allocate fixed percentages of your money to every asset out there, it said. • Diversification is good, but these strategies seriously lag the S&P 500. And they’re risky, crashing almost as badly as the index... Read More