Financial Serenity is a quantitative research column specialized in ETFs. We analyze all ETFs to understand which ones hide traps and which ones deserve attention. The ultimate goal, however, is the product of this selection process: an ETF portfolio capable of maintaining linear price growth (at least indexed to the inflation rate) while generating sustainable, recurring income streams. The analytical key is therefore portfolio construction, asset allocation, and the application of proprietary strategies f ...

Accessible version The Flow Show Sell Signal Ends Scores on the Doors: oil 70.0%, US stocks 1 3.1%, global stocks 10.2%, US dollar 3.8%, cash 2.9%, HY bonds -0.9%, IG -3.2%, govt bonds -4.4%, gold -4.5%, bitcoin -6.1% YTD. The Biggest Picture: summer of extreme bull sentiment ends, but asset allocators are not underweight risk; '26 record year of inflows (Charts 15-16) to global stocks ($1.3tn annualized), US equities ($636bn), IG bonds ($480bn), tech funds ($196bn – Chart 2), Korea equities ($76bn) vs. rec ...