The Sun's Financial Diary

The fourth segment of the Model Portfolios Built with ETFs series, is making an appearance at Blueprint for Financial Prosperity as a guest article. In this part, I discussed how to build an all-ETF portfolio based on a model in the book, The Intelligent Asset Allocator by William Bernstein, that consists of, among other asset [...]

Last month while I was researching on ETFs for the Model Portfolios Built with ETFs series, I noticed that mutual fund gaint Vanguard (I guess they will soon be an ETF powerhouse as well) didn’t have any fixed income ETF offerings. All existing ETFs are equity ETFs. Well, that has just changed as Vanguard introduced [...]

This morning I sold my position in PowerShares Dynamic Semiconductors (PSI) and used the proceeds to buy more PHO, PowerShares’ water ETF. The reason I am interested in investing in water has been explained before, but why PSI? There are two reasons: First, I already have an investment in semiconductor and that’s TSM, a stock [...]

Back in November, I had a post on why water could find a place in your portfolio. The main point of the article is as we face a global shortage of drinking water, investing in water makes a sound choice for long term investment. If you are also interested in investing in water, the most [...]

I bought Mr. John Bogle’s new book, The Little Book of Common Sense Investing, after reading an article on SmartMoney.com the other day about his comments on ETFs. The book was received early this month, but I didn’t get time to read it until recently. In his latest writeup, Mr. Bogle uses a chapter to [...]

This is the third segment of the Model Portfolios Built with ETFs series. In the first two parts, I discussed two model portfolios, the Couch Potato Portfolio and the Bogel Head Portfolio, and considered possible choices to build these portfolios with ETFs instead of transitional mutual funds. In this part, I continue the discussion with [...]

This is not a book review, but rather from an article I read yesterday on SmartMoney.com. The article, “John Bogle Says ETFs a Mistake for Many Investors,” cited Mr. Bogle, founder of Vanguard and pioneer of index mutual funds, as saying that with a flood of new ETF offerings, investors are “performance-chasing” by investing in [...]

SmartMoney.com recently has an article which provides some model portfolios for investors who consider taking the all-ETF approach in building their portfolios. The article, titled “Ready for an All-ETF Portfolio? Here Are Some Models,” starts by making the arguments of under what circumstances an investor is better off to stay with the traditional index mutual [...]