We Added a Sector Tilt to our Foreign Dynamic Tilt (November 2020)
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We hope this small increased exposure to foreign healthcare will help capture some of the efficiencies we believe to have found.

Hong Kong Still Has a Place in Freedom Investing
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Hong Kong has always been an anomaly: a tiny, extremely free country with an expiration date in 2047.

This Month, We Leveled Our Small Cap Value Allocation (June 2020)
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As we are still in the midst of COVID-19 quarantines, we will have to wait to see what continuing or lifting restrictions actually does to companies, their expected earnings, and their market pricing.

This May 2020, Our Dynamic Tilt Tilted Away from Energy
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For many whose Energy sector has experienced large losses, lowering your sector allocation might effectively mean holding onto the shares that you currently own without adding more.

Using Forward P/E Ratio To Dynamically Tilt A Portfolio
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A low forward P/E suggests higher expected appreciation.

Value Investing During Seasons of Growth
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Generally speaking, Value stocks outperform Growth stocks. Investing based upon this finding is called “Value Investing.”

Seven Ways a Marotta-Managed Schwab Institutional Intelligent Portfolios is Better Than Schwab Retail
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Any investment manager can use the Institutional Intelligent Portfolio technology to implement extremely different investment philosophies.

The Pros and Cons of a Marotta-Managed Schwab Institutional Intelligent Portfolios
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Although they are cheaper, the robo-investing accounts are not beneficial to everyone.

S&P 500 Fairly Valued At End Of June 2018
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U.S. Large Cap is currently valued at the historical average again after taking into account the expected increase in corporate earnings.

Marotta Retirement Plans Add Managed Unitized Trust Options
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Being able to lower total fees while investing part of the portfolio in slightly higher cost country specific exchange traded funds and being able to use exchange traded funds with strategic factors and add a monthly dynamic tilt is a significant accomplishment.

When Large Cap is Relatively Cheap It Will Outperform Small Cap
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Currently large is relatively cheap and small cap is relatively expensive. For that reason, the R1000 or S&P 500 should outperform the R2000 small cap.

Using Dynamic Asset Allocation to Boost Returns
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Think of static asset allocation as where to set your sails and dynamic asset allocation as a way to keep your balance as your boat glides and sometimes bounces through the waves.

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