Each month, we electronically publish Retired Investor. We alert you by e-mail when a new issue is up on the site, and make it easy for you to download a pdf version of our newsletter for easy printing.
Each monthly edition of Retired Investor contains the following:
(1) A summary of year to date returns on different asset classes (bonds, equities, commercial property, commodities, hedge funds and currencies) for each of our six functional currencies (Australian, Canadian, and U.S. Dollars, Euro, Yen and Pounds Sterling);
(2) Equity and bond market valuation updates for each of these six regions;
(3) Letters to the Editor;
(4) Two feature articles (e.g., on future asset class returns, different types of annuities; asset location and tax efficiency, data about the size of bequests, expected long term care costs, how often to rebalance, indexing versus active management, etc.);
(5) Year-to-date performance for our model portfolios; and
(6) Lists of index products (mutual funds and exchange traded funds) that can be used to implement our model portfolios' asset allocations.
People sometimes also ask whether most of our articles are just for US$ based investors (obviously, our model portfolios are not). Our editor lived for many years outside the U.S. (in South America, Europe, Tokyo, and Calgary. Just to make things more interesting, his roommate for part of that time was Australian…). He strives to ensure that our articles draw from a wide range of international sources, and are of interest to subscribers from all six of the currency regions we cover.
In addition to our monthly features, subscribers have access to all our back issues. Please see our Journal Index.
Over 2,000 model portfolio solutions are available to subscribers whose functional currencies include Australian, Canadian, and U.S. Dollars, Euro, Yen and U.K. Pounds. They are intended to maximize the probability of achieving different target income and savings/bequest goals, over different expected lifetimes. Our model portfolios include different combinations of up to eight asset classes: real return bonds, domestic bonds, foreign currency bonds, commercial property, commodities, domestic equity, foreign developed market equity, and emerging markets equity. Here is a sample of our model portfolios.
All in all, Retired Investor is an exceptional value, brought to you for only U.S. $59 for one year, or $99 for two years. Compare that to what you paid last year in commissions, sales loads and management fees on your investments. We hope you subscribe today.
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