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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

New Trends in the Exchange-Traded Fund (ETF) Marketplace

Many investors are familiar with exchange-traded funds (ETF) by now. ETFs provide broad market exposure through index-tracking investments, and they trade on exchanges like stocks do. They tend to...

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What to Consider When Creating a Diversified Investment Portfolio

Building an investment portfolio is a very personal process. Before jumping into a variety of different asset classes and market sectors, you need to first determine your overall goals and your...

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What to Do with Your 401(k): Managing Your Post-Retirement Assets

It can be staggering to consider how much Baby Boomers have accomplished. The Boomer generation changed American politics through their passion, altered our perception of the environment through...

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Folio Investing, Motif, and Tailored Portfolios

Chris DeMuth, a money manager and well-followed contributor at Seeking Alpha, recently published an overview of Motif Investing. Motif is a young firm that has gotten a lot of media coverage for...

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More Unconventional Failure

Unconventional success from an investment strategy leads to failure for most investors. The excess gains earned by the early adopters of a new investment idea quickly dissipate as growing crowds...

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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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Folio Investing Celebrates Its Target Date Folios' Five-Year Record of Outperformance

Folio Investing's Successful ETF-Based Alternative to Legacy Target-Date Funds Offers Superior Diversification, Risk Targeting and Flexibility; Firm Seeks Distribution Partner to Broaden...

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Cheap Money + Share Buybacks = Bull Market?

The market rally of the past twelve months may appear somewhat baffling in light of the fact that individual investors have been pulling money out of the market.  The S&P 500 is up 22.5% in the...

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The Power of Effective Diversification: Part II

Last week, I posted an article discussing how diversification is one of the most misunderstood concepts in investing. In today’s post I continue with the second half of this two-part series...

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Sector Watch: Spotlight on BioTech

The challenge for many investors who are trying to diversify their portfolios is finding sectors or asset classes that don’t move in tandem together. One sector that has moved up—even as many...

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