• AAII tries to end chapters, then pivots

    The American Association of Individual Investors — a national nonprofit organization founded by James Cloonan in 1978 — sent notices to its 34 chapters stating they would be dissolved within two months and their locally raised funds absorbed by headquarters. The reaction from the chapters’ board members, many of whom were volunteering almost full-time, was fast and furious. See Newsletter #33.

  • Goodbye Folio — hello to what exactly?

    Folio Investing has been acquired by Goldman Sachs. All individual accounts that remain at Folio on Jan. 8 will be transferred by Jan. 13 to Interactive Brokers. But you can transfer your assets to almost ANY brokerage firm you like — if you know the trick. See Newsletter #32.

  • And the winner is…

    The previous newsletter revealed that allocating half of your savings to the Papa Bear Portfolio and the other half to the Mama Bear — rebalanced 50/50 every Dec. 31 — delivers strong gains and has particular benefits for couples, but also works for other users of Muscular Portfolios. For this newsletter, our readers submitted a plethora of serious, curious, and hilarious names for this “blended” strategy. Which name won? See Newsletter #31.

  • Why not hold both Mama and Papa?

    If holding one asset-rotation portfolio is good, wouldn’t it be better to hold two different ones for diversification? Based on calculations we’ve done exclusively on this question, there are indeed benefits to holding two varied portfolios for the long term. See Newsletter #30.

  • Best days for the Papa Bear

    In the long bear-bull market cycle from 2007 through the peak in early 2020, you would have received the greatest gains by reallocating the Papa Bear Portfolio on one of two particular days of the month. Which ones? See Newsletter #29.

  • Which day of the month is best?

    Is one day of the month better than the others for you to shift from one ETF to a different one? We now have hard data to give us an answer. You might be surprised — one day stands out. See Newsletter #28.

  • Is weekly better than monthly?

    The most common question about Muscular Portfolios is this: “Would we make more money if we switched to the highest-rated exchange-traded funds once a week rather than once a month?” Now we have new data to answer the question with some real facts. See Newsletter #27.

  • New authorities confirm our results

    Now that a full bear-bull market cycle was completed on Feb. 19, 2020, financial websites have used the returns of actual ETFs to measure the Mama Bear and Papa Bear against inspirational speaker Tony Robbins’s All-Seasons Portfolio, financial adviser Gary Antonacci’s Dual Momentum, and ETF guru Mebane Faber’s Ivy Portfolio — and Muscular Portfolios passed the test. See Newsletter #26.

  • S&P crashes 33%. You’re down just 8%. Success!

    In the fastest collapse into a bear market in history, the S&P 500 crashed as much as 33.79% between Feb. 19 and Mar. 23. But followers of the Papa Bear Portfolio had suffered a decline of less than 8% on that day — not even a correction! Keeping losses small is the reason Muscular Portfolios outperform the index in the long term. Now, an all-new independent daily tracking system shows each portfolio’s return since 2007 in real time — free of charge. See Newsletter #25.

  • Do you make behavioral errors?

    One of the most important scientific findings of this century for investors is the fact that our unconscious behaviors can seriously lower our gains.
    Now an entire volume has been written about the ways we humans suffer from our completely unconscious habits. Most importantly, the new work gives us a chance to do something about the problem. See Newsletter #24.