I’ve had a lot of fun bringing Personal Finance Economics (PFE) to Substack.
4,600 subscribers.
I made a mistake and want to correct it today.
I’ve been a business school professor for many years, and I read
recent article posted in her “Really Good Business Ideas” newsletter about the importance of identifying what customers want.In an email, I never asked a single subscriber to PFE what they would like to know.
Let me know what you would like to know.
Hit reply and type away. If you want to be more public, comment.
Either way, I will respond.
I'm curious if in your travels, you've come across the Allocate Smartly (AS) website?
AS is a subscription website with a number of algorithm-driven, tactical asset allocation strategies available. The strategies trade monthly based on various criteria factors, eg, momentum, performance, price at close at EOM, etc. Each strategy uses various ETFs as investment vehicles. The user adjusts their portfolio monthly based on the recommendations from AS.
The premise is to achieve higher returns over the long run by limiting downside risks (via the monthly trading), while moving funds from lower performing asset classes into the ones with better momentum, price appreciation, etc.
Would be curious to hear your thoughts on this sort of approach if you are familiar with it?
Thanks!
Would are the 3 most important financial lessons or gems you would want to instill in your son/daughter? And how would you make them accountable so they will stick to those principles?