My boring-by-design portfolio cranked out a nice 8%+ in income (not counting price appreciation). And I've added 3 difficult-to-find uncorrelated asset classes that should not only harden the portfolio against the next downturn but also boost returns. ​ Note: this is an older version of this article series and there is another, newer update now available. Click here to view the master index which contains a link to the latest and greatest update (as well as all of the older u

2018 wasn't a fun year for traditional investors in public stock markets. But my real-estate portfolio happily hummed along with a healthy 8.76%+ return. ​ Note: this is an older version of this article series and there is another, newer update now available. Click here to view the master index which contains a link to the latest and greatest update (as well as all of the older updates). (Usual disclaimer: I'm just an investor expressing my personal opinion and not a regist

A profitable exit on a risky investment (finally!), a dump of (awful) Lending Club loans, and a new long-term hold to avoid taxes indefinitely (with "defer, defer and die"). ​ Note: this is an older version of this article series and there is another, newer update now available. Click here to view the master index which contains a link to the latest and greatest update (as well as all of the older updates). (Usual disclaimer: I'm just an investor expressing my personal opini

Sweeping changes will create some big winners, big losers and mixed results for others. Understand what's coming so you can strategize for 2018. (Disclaimer: I'm an investor and not an accountant, a financial advisor or attorney. Consult your own financial and/or legal advisors before making any investment or legal decisions.) (Update: December 28, 2017. Some financial advisors (and the financial press) have been recommending that homeowners in high tax states prepay future

The best of this almost impossible-to-find, but highly recommended and historically high-performing strategy. (Disclaimer: I'm an investor and not a financial advisor or attorney. Consult your own financial and/or legal advisors before making any investment or legal decisions.) IMPORTANT COVID-19 UPDATE: this info was posted before anyone knew we would be facing a global pandemic in the spring of 2020. So it may be missingcrucial information necessary to making an effective

How I'm preparing for the next recession with "quick" and "slow" investments. Note: this is an older version of this article series and there is another, newer update now available. Click here to view the master index which contains a link to the latest and greatest update (as well as all of the older updates). (Usual disclaimer: I'm just an investor expressing my personal opinion and not a registered financial advisor, attorney or accountant. Consult your own financial pro