60/40 Has Worked Well, Even in Japan
One of the most memorable lines I heard from my professors back at UC Berkeley was “what I am about to teach […]
Tag: Japan
How to Beat the Market, Factor 3: Buy Small Cap Value, Not the Big “Glamour” Stocks
For the third factor in this series, I wanted to highlight two of the most “classical” factors for classifying and selecting stocks: […]
How to Beat the Market, Factor 2: Buyback Yield and Total Shareholder Return
Buyback yield is one of the top factors I look for in stocks of companies I buy. Buyback yield can be thought […]
GFM’s Tariq Dennison presents SGX-sponsored webinar on Japan futures trading with Interactive Brokers
Register for our free webinar presented by GFM’s Tariq Dennison and sponsored by Singapore Exchange on strategies for trading SGX-listed Japan futures […]
Japan Listed ETF Useful List – 7 Tokyo Exchange Traded Funds Worth Considering By Foreign Investors
I find it important to look at exchange traded funds (“ETF”) as a benchmark for what investments in stocks, bonds, or real […]
Top 50 Japanese Real Estate Investment Trusts (J-REITs) as of 2017Q3
Japan remains one of my favorite real estate markets due to its large size, maturity, low growth expectations, and relatively high yields […]
GFM Japan allocation outperforms Nikkei 225 ETF through 2017Q1
As a small firm managing separately managed accounts, we naturally spend more time ensuring our portfolios are well invested than trying to […]
How low yield beat high yield: Japan vs Australia 2000-2009
Here is a chart showing the counterintuitive decade when “low yield beat high yield”, that is, low-yielding Japanese Government Bonds (JGBs) with […]