The Blog

The Value of Diversification

When I list “full diversification” as a core component of Mariposa’s investment strategy, what does that really mean? What’s the point of diversification?

Top 5 Articles of 2010

Here are the five most popular articles with our readers in 2010, our first full year of blogging:

Stock Market Predictions Using Q

Last month, we used the P/E ratio to predict stock market performance over next 1 to 20 years. This time, let’s try using another valuation metric: the Q ratio. An […]

Investment Options: US Stocks

“Is the market up or down today?” A question like this implicitly refers to the US stock market, not the market for German government bonds or crude oil futures, because when people think of investments …

Smart Year-End Investing Moves

From the November 2010 newsletter: As you feast on turkey and Black Friday sales this weekend, you may wonder what investing tasks you need to take care of before year-end. […]