by MyPlanIQ
February 22, 2012 by MyPlanIQ
Fund (ETF or mutual fund) rotation technique has been studied extensively by academia (see “Investing in mutual funds when returns are predictable” for example). In general, these studies found that a consistent stock fund rotation strategy based on last one year or so performance can increase returns. MyPlanIQ’s Strategic Asset Allocation (SAA) strategy employs a ‘tactical’ [...]
by Young Owl
February 22, 2012 by Young Owl
Fidelity Strategic Real Return (FSRRX) is a conservative fund that seeks real return consistent with reasonable investment risk. The fund allocates the assets among four general investment categories: inflation-protected debt securities, floating rate loans, commodity-linked notes and related investments, and real estate investment trusts (REITs) and other real estate related investments. It uses a neutral [...]
by MyPlanIQ
February 22, 2012 by MyPlanIQ
S&P 500 Golden Cross: How Much Does It Deliver? generated quite some interests. However, as found in the article, this strategy’s performance is sub par at best: it had large drawdown (33%) and also subject to whipsaw. Here is the Nasdaq 100 (^NDX) golden cross performance: Portfolio Performance Comparison (as of 2/15/2012) Portfolio/Fund Name YTD Return 1Yr AR [...]
February 21, 2012 by Portfolioist.com
by Geoff Considine One of the recurring themes in the financial press in recent years is a warning to income-oriented investors not to pile into dividend-paying stocks to boost portfolio income. The Wall Street Journal has a recent article on this topic titled, “Why Dividend Stocks Aren’t the New Bonds.” This article is motivated by [...]
by MyPlanIQ
February 21, 2012 by MyPlanIQ
Courtesy of DoubleLine’s Fall of Roman Empire presentation on 2/14/2012: The implications: government will issue more debts to cover the debt rollovers. Hard assets such as precious metals (Gold) will be sought after. See also Is This Your Family’s Financial Statement? Sovereign Debt and Deficit by Country Fed Member: A Leveraged ETF Hedger And A [...]
by MyPlanIQ
February 20, 2012 by MyPlanIQ
DoubleLine Total Return Bond fund (DBLTX) is managed by rising bond star Jeffrey Gundlach. Gundlach previously worked in TCW and was the manager of TCW Total Return Bond fund (TGLMX). H’is starting of DoubleLine funds caused various controversies and lawsuits between DoubleLine and TCW. DoubleLine Total Return Bond fund, however, has performed extremely well since [...]
by MyPlanIQ
February 20, 2012 by MyPlanIQ
€360 Billion Euro Army of Debt heading towards Greece to infest itself on the government. “Democracy is when the indigent, and not the men of property, are the rulers.” – Aristotle In our time, the curse is monetary illiteracy, just as inability to read plain print was the curse of earlier centuries. Here is the [...]
by Terence W.
February 20, 2012 by Terence W.
We report on their Etrade All Star Funds . All of funds have a 90 day minimum holding period, which is the default option. This research reports discusses the investment choices and present the plan rating by MyPlanIQ. It shows how participants in Etrade All Star Funds can achieve reasonable investment results using asset allocation strategies. The plan [...]
by MyPlanIQ
February 19, 2012 by MyPlanIQ
Based on S&P Capital IQ’s Lookout Report dated on 2/3/2012, the S&P 500 companies’ earnings continued to be disappointing: Overall, the earnings beat rate is the lowest up to 2/3/2012: Zerohedge reported that excluding Apple (AAPL) earnings, the EPS (Earnings Per Share) growth for Q4 2011 is only 5% (as of 2/17/2012): From the above [...]
February 19, 2012 by MarottaOnMoney
by David John Marotta A tax tsunami is coming at the end of this year. The higher your adjusted gross income (AGI), the closer you live to the coast where the tsunami will hit. This will be your last opportunity to safeguard your assets in a lifeboat and avoid getting swamped with taxes. At the [...]
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
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