articles commentaries index
Every Portfolio Recipes article and monthly commentary on tactical asset allocation, strategic portfolios and ETF investing, in one list. Articles are longer pieces kept current, and commentary is our monthly review. Questions? See the frequently asked questions or contact us.
- Is the 60/40 Portfolio Still Working? 20-Year Results and 2 Portfolios That Beat It
- Gold in the Mix: Standalone Returns, Risk, and Its Role in Model Portfolios
- Famous Investor Portfolios: Risk, Return, and Strategic vs. Tactical Investing
- iShares ETFs vs. a Simple 80/20 Portfolio: The 15-Year Results
- Sector Rotation Portfolio Recipes: A Risk and Performance Review
- How to Use Beta and the Treynor Ratio to Pick the Right Portfolio
- Measuring Risk-Adjusted Returns with Downside Deviation and the Sortino Ratio
- Vanguard Funds Risk-Return Metrics: A 20-Year Performance Analysis
- The Talmud Portfolio Strategy: History, Structure, and 20-Year Performance Analysis
- Lazy Portfolios Performance Analysis: Returns, Drawdowns, and Risk-Adjusted Results
- Technology Volatility, Gold Momentum, Quartile Sector Struggles, and Dynamic Harry Browne (Dec 2025)
- Tactical, Strategic, Calamos Convertible Fund, and iShare ETFs (Nov 2025)
- Top ETFs, Tactical vs. Static Portfolio Leaders, and Multi-Horizon Investment Analysis (Oct 2025)
- ETF 20-year Performance, Lazy and Adaptive Portfolios, and Managed Mutual Fund Insights (Sep 2025)
- Momentum ETF Analysis, Convertible Securities Performance, and Portfolio Customization Strategies (Aug 2025)
- Top Tactical and Adaptive Allocation Portfolios, Gold’s Surge, and Fund Family Comparisons (Jul 2025)
- Gold Performance, Berkshire Analysis, Fidelity Fund Insights & Portfolio Allocation Trade-Offs (Jun 2025)
- Gold Strength, Energy Weakness & Fund Insights Analysis (May 2025)
- Country Funds, Sortino Ratio, Vanguard, & Sector Rotation Trade-Offs (Apr 2025)
- Gold, Adaptive Allocation F, Sector Rotation, & Berkshire’s Market Trade-Offs (Mar 2025)
- Sector Rotation, Adaptive Allocation, New Analytics, and Passive vs. Active Trade-offs (Feb 2025)
- Top Global ETFs, Tough Benchmark, Adaptive Allocation and Permanent Portfolios, and Portfolio Evaluation (Jan 2025)
- High-Return ETFs, Momentum Insights, and Smarter Portfolio Strategies (Dec 2024)
- High-Performing ETFs: Argentina, t.pure, and Columbia Dividend (Nov 2024)
- Researching Funds and Portfolio Recipes, Portfolio Benchmarks, New Expanded Scatterplot, and Navigating Portfolio Categories (Oct 2024)
- Top Country ETFs, Berkshire Hathaway, and Lazy Portfolios (Sep 2024)
- Top Portfolio Recipes: 20-Year High Returns, Strategy Groups, and Navigating Key Risk-Return Metrics (Aug 2024)
- Top Performing Portfolio Strategies: Quartile Sector Rotation, FundX Upgrader, SPY Benchmark, and Permanent Plus Over 20 Years (Jul 2024)
- Top ETF, t.srqr Bull Run, Vanguard Wellesley vs. Wellington, and Best Static Portfolios (Jun 2024)
- ETF Gainers, Market Neutral Funds' Challenges, Vanguard VMNFX, and New Investment Opportunities (May 2024)
- Challenging Portfolios, Commodity Fund Performance, Top Global Sectors, Low Drawdown Returns, and Avoiding Vanguard STAR (Apr 2024)
- High-Performing ETFs, Unstable ASFIX, Quartile Sector Rotation Returns, and Faber Relative Strength Top 2 (Mar 2024)
- Asset Class ETF Review: Risk-Return Analysis, Sector Rotation, and Downside Deviation (Feb 2024)
- New 20-Year Risk-Return Metrics, Quick Recipe Switching, Portfolio Comparison Tool, and Underperforming Funds PAUIX & VGSTX (Jan 2024)
- Argentina: Top Performing Fund, Liquidation of CYB and BNAAX ETFs, and Assessing Portfolio Risk with Beta (Dec 2023)
- Country Fund Winners and Losers, Minimizing Risk with CvaR and CdaR, Top Long-Term Recipes, and 80-20 Static Portfolio (Nov 2023)
- Standout Country Fund, Positive Portfolio Recipes, Fidelity Puritan vs. 80/20, and Top Mutual Fund with 10% Annualized Return (Oct 2023)
- Top ETFs: Global Asset Classes, Equities, Sectors, Top Performers, IXN, Berkshire Hathaway, Risk vs. Return, and Best Static Portfolios (Sep 2023)
- Top Performers of the Month: Analyzing Risk with Max Drawdown, 15-Year Rankings, Vanguard VEIPX, and M-Squared (Aug 2023)
- June 2023 Winners, Five-Year t.srqr Analysis, and Long-Term Performance Insights (Jul 2023)
- Top ETF Ingredients, Max Sharpe vs. Max Sortino, and High-Return Portfolio Recipes Analysis (Jun 2023)
- Top Performing ETFs, Steady Portfolio Ingredients, and Long-Term Success with GMO Benchmark-Free Allocation III (GBMFX) (May 2023)
- March 2023 Top Portfolio Recipes: Tactical Strategies, Defensive Bonds, and Long/Short Fund Insights (Apr 2023)
- Top Portfolio Recipes: Monthly & Yearly Performance, Risk-Return Analysis, and Sortino Ratio Insights (Mar 2023)
- ICLN Clean Energy Returns, Multi-Asset Income Strategies, and Top Portfolio Recipes Compared (Feb 2023)
- Beyond 60/40: How Adaptive Asset Allocation Outperforms Traditional Portfolios
- 'How I Would Invest $1,000,000 in Retirement': A Critical Analysis
- 11 Simple 'Set and Forget' Portfolios for Stress-Free Investing
- Permanent Portfolio Alternatives: Exploring 4 Low-Risk Options With Higher Annual Returns
- 6 More Portfolio Recipes That Beat the "Lazy Portfolios"
- Finding Tactical Portfolios That Outperform Warren Buffett's Berkshire Hathaway
- 5 Types of Portfolios With High Alpha Over the Past Decade
- 43 Tactical Portfolio Algorithms That Outperform the Top Macro Fund
- How to Invest Wisely Using the Metric That Spooks Fund Companies
- 8 Portfolio Recipes That Beat the Permanent Portfolio
- How to Beat 5 Global Asset Managers Using an ETF Portfolio
- 4 Steps to Prepare Your Portfolio for the Coming Uncertainty
- The Adaptive Asset Allocation Portfolio: How to Maximize Return Using Minimum Variance and Momentum
- Beating the Couch Potato: 20 Portfolios That Outperform Scott Burns's Simple Asset Allocation
- How to Beat the S&P 500 Using Talmudic Wisdom
- 4 Sector Rotation Portfolios: 3 Winning Ideas and 1 You Must Avoid
- 4 Portfolio Recipes That Consistently Beat the Lazy Portfolios
- If Robert Parker Rated Portfolios: A New 100-Point Portfolio Scoring System for Measuring Risk vs. Return
- The Top Tactical Portfolios Based on 29 Asset Allocation
- 43 Country ETFs Compared During the Recent Market Turbulence
- Rob Arnott's 'Ultimate' Asset Allocation Portfolio
- Top Performing Asset Allocation Portfolios Based on Maximum Drawdown
- Top Asset Allocation Portfolios From 1 Million Combinations
- Top 3-ETF Portfolio Based on 14 Asset Classes
- 9 Portfolios for Strategic Income With One Clear Winner
- Top Performing Portfolios Using Just 3 ETFs
- The Permanent Portfolio During Rising Interest Rates: Here's What Happens
- 8 Balanced Portfolios Compared: Vanguard, Janus, and Others vs. a 60-40 2 ETF Portfolio
- 3 Portfolios Inspired by Graham, Swensen and Browne: A Risk vs. Return Analysis
- MLPs, Oil, and Micro Caps Among Top 10 Asset Classes for June
- Closed-End Gold Funds vs. the #1 Gold ETF
- Risk vs. Return Scatterplot for 59 Global Asset Class ETFs