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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

REITs and the Rally of 2014

There have been a number of surprises for investors in 2014.  Bonds have markedly out-performed stocks for the year-to-date.  The S&P500 is up 2.4% since the start of 2014, as compared to the...

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A ‘New Era’ for Bonds?

The Wall Street Journal recently published an article titled How You Can Survive a New Era in the Bond Market.  The article suggests that investors adjust their bond allocations to tilt more...

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Impacts of the U.S. Budget Freeze

With the U.S. government failing to reach agreement on budgetary issues and on raising the debt ceiling, there is considerable discussion of what this would really mean.  From what I have read,...

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REIT Yield as a Predictor of Future Returns

The yield of an asset is a key component of predicting future returns.  This is true for the yield on Treasury bonds as well as the dividend yield for stock indexes.  The yield on aggregate bond...

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Financial Literacy: State of the Union in 2013

April is financial literacy month.  I believe that lack of financial knowledge is one of the most critical problems that our country faces.

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The Great Rotation?

The financial media loves a catch phrase and, with the apparent emotional hook of the ‘fiscal cliff’ diminished, we needed a new one.  The current best candidate is the so-called ‘Great...

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The Strange Case of Apple Stock and Structured Products

Jason Zweig at the Wall Street Journal published a disturbing article that deserves more attention.  The basic story is this.  A number of banks sold a complex financial product to retail...

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The Yield Paradox

I have been struggling to understand a problem that I am going to refer to as the ‘yield paradox.’  Yields for individual asset classes look low.  The 10-year Treasury bond is yielding about 1.9%,...

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Apple’s Share Price and Behavioral Finance

The price of a share of Apple (AAPL) is almost 30% below the high that it set back in September 2012—about five months ago.  Even before its peak, the price of Apple shares had already made it the

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One Advisor’s Approach to Income Investing

Editor’s Note:  John Graves has been an independent financial advisor for 26 years. He is one of the two owners of The Renaissance Group, a Registered Investment Advisor based in Ventura, CA. ...

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