Newsletter Collection Update

Latest update on 9/11/2023

Previous update on 12/19/2022

Highlighted are the recent articles.

We have published numerous newsletters over the years and many readers have asked us to categorize and summarize our previous newsletters as they tend to cover various topics. We believe this is a good idea as many of them provide useful information that can be useful for both new and old users. We highly encourage users to read these newsletters as understanding many issues and our methodology is an inherent part of using our service. In the following, we select and list some newsletters in each category.

Portfolio Management

Asset Allocation and Other Investment Strategies

Asset Allocation Composite:

• November 18, 2019: Introducing MyPlanIQ Asset Allocation Composite Strategy
• November 11, 2019: Market Indicator And Momentum
• May 6, 2019: Global Allocation Revisited

Strategic:

• Lazy Portfolios Review
• February 13, 2023: In Praise Of A Conservative Strategic Asset Allocation
• October 24, 2022: S&P 500: A Solid ‘Business’ In A Volatile Time
• January 18, 2016: Strategic Asset Allocation: A Cautious Outlook
• December 7, 2015: Diversification And Global Allocation
• July 6, 2015: Fixed Income Total Return Bond Funds In Strategic Asset Allocation Portfolios
• October 20, 2014: Strategic Portfolios With Managed Volatility
• May 19, 2014: Consistency, The Most Important Edge In Investing: Strategic Case
• July 29, 2013: Strategic Asset Allocation: The Good, The Bad And The Ugly
• October 1, 2012: Strategic Asset Allocation Optimized

Tactical

• March 29, 2021: International Stocks vs. US Stocks
• April 20, 2020: Multi-Factor ETFs and Rotation
• February 25, 2019: ‘Bad’ Tactical Strategy
• April 30, 2018: Momentum Investing Review
• January 16, 2017: Long Term Trend Following Portfolio Review
• March 14, 2016: Are Tactical And Timing Strategies Losing Steam?
• January 11, 2016: Review Of Trend Following Tactical Asset Allocation
• February 23, 2015: Why Is Global Tactical Asset Allocation Not Popular?
• January 12, 2015: How Does Trend Following Tactical Asset Allocation Strategy Deliver Returns
• August 18, 2014: Consistency, The Most Important Edge In Investing: Tactical Case
• July 22, 2013: Tactical Asset Allocation: The Good, The Bad And The Ugly

Asset Behavior

• High Yield Bonds Are Good Alternatives For Aggressive Fixed Income Investors
• Trends, Factors & Indicators
• January 30, 2023: The Bond Era
• January 16, 2023: International Stocks In Asset Allocation
• August 1, 2022: What We Can Learn From 1970s And 1980s
• February 1, 2022: Foreign Stocks And Global Asset Allocation
• December 13, 2021: Present And Future
• November 8, 2021: Major Asset Returns In The Past Twenty Years
• October 25, 2021: A Long Term Theme Or Trend Doesn’t Necessarily Yield Good Returns
• July 12, 2021: The Long Forgotten Bear Market Cycles
• June 28, 2021: Resuming Growth Trends Chaotically?
• June 7, 2021: “Good” S&P Sectors
• February 22, 2021: Rising Bond Yields And Current Stock Trends
• February 1, 2021: REITs And Major Asset Trends
• December 7, 2020: A Really Long Term (30 Years) Stock Returns
• October 19, 2020: REIT Indexes As Businesses
• October 12, 2020: Stock Indexes As Businesses
• September 21, 2020: Boring Utility Stocks Are Excellent Long Term Winners
• September 14, 2020: Surprised, Active Fixed Income Investors Have Done Better Than Stock Investors For The Last 20 Years!
• August 10, 2020: Fixed Income In A Speculative Era
• July 20, 2020: Divergence Between Value And Growth Stocks Everywhere
• July 1, 2019: Utilities Sector Review
• April 1, 2019: S&P 500 As A Business
• March 25, 2019: Health Care Sector Review
• March 11, 2019: Consumer Staples Sector Review
• December 10, 2018: How Defensive Are REITs?
• November 19, 2018: Is The Recent Downtrend Sustainable?
• September 10, 2018: Value, Growth And Blend Stock Style Investing
• July 2, 2018: Small Cap Stocks For The Long Term
• May 21, 2018: Rising Rates, Consumer Staples And Stock Index
• April 23, 2018: Commodities In Current Environment
• April 2, 2018: Inside Of The Stock Chaos
• October 30, 2017: Rising Interest Rates
• October 16, 2017: REITs As An Asset Class
• September 11, 2017: International Diversification Effect
• July 31, 2017: Asset Classes And Fund Choices: A Primer
• July 17, 2017: Long Term Stock Holding Periods For Retirement
• May 29, 2017: Alternative Assets And Their Role In Portfolios
• April 17, 2017: Risk vs. Volatility: Long Term Stock Market Returns
• March 6, 2017: Asset Classes for Retirement Investments
• October 31, 2016: Economy Power And Long Term Stock Returns
• October 24, 2016: Current Commodity Trend And Managed Futures
• March 21, 2016: Small And Large Company Stock Performance In Different Economic Expansion Cycles // when small cap stocks underperform for a while, it usually signals trouble ahead for stock markets.
• December 14, 2015: High Yield Bonds And Their Correlation With Stocks
• October 12, 2015: What About Commodities?
• June 22, 2015: Secular Asset Trends
• May 26, 2015: Cash, Bonds and Stocks In A Rising Rate Environment
• May 11, 2015: Pain in Fixed Income?
• May 4, 2015: The Balanced Stock and Long Term Treasury Bond Portfolios
• April 27, 2015: Long Term Treasury Bond Behavior
• April 6, 2015: The Low Return Environment

Strategic and Timing

• May 9, 2022: The Secular Market Cycle Change
• April 25, 2022: Survivorship Bias, Sentiment And Market Internals …
• April 6, 2020: Long Term Stock Market Timing Since 1871 Revisited
• February 24, 2020: Long Term Stock Valuation Based Investment Strategies
• December 9, 2019: Portfolio Constructions For Advanced Users
• May 22, 2017: Summer Seasonality And Portfolio Management
• May 8, 2017: Holding Period of Long Term Timing Portfolios
• April 24, 2017: The Long Term Stock Market Timing Return Since 1871
• February 20, 2017: Long Term Stock Timing Based Portfolios And Their Roles
• May 9, 2016: Boost Your Dull Summer Investments // yet another effective ‘smart cash’ demonstration used in a timing strategy
• September 28, 2015: Risk Managed Strategic Asset Allocation Portfolios Revisited
• June 10, 2013: Risk Managed Strategic Asset Allocation Portfolios

Fund Selection

• August 6, 2018: Fidelity Zero-Fee Index Funds
• December 12, 2016: Enhanced Index Funds
• May 2, 2016: Low Cost Index Fund Investing // we discuss low index funds and in general indexing approach.
• October 15, 2012: Performance From Asset Allocation And Fund Selection

Core Satellite and Multiple Strategies

• June 15, 2020: Advanced Minimum Equity Portfolios
• June 1, 2020: Minimum Equity Portfolios
• May 18, 2020: Core Satellite Portfolios In The Current Pandemic
• July 22, 2019: Core Satellite Portfolios Balance Fluctuation
• December 3, 2018: Conservative Core Satellite Portfolio
• February 26, 2018: Pros And Cons of Strategic And Tactical Portfolios In 2018
• September 4, 2017: Invest And Speculate Revisited
• April 11, 2016: Construction of Sound And Conservative Portfolios // we propose a way to construct sound conservative portfolios that can be as good as the best conservative allocation funds.
• November 30, 2015: Investors and Speculators Combined
• October 5, 2015: Core Satellite Portfolios In A 401k Account
• September 14, 2015: Core Satellite Portfolios In Market Turmoil
• April 13, 2015: Total Return Bond Funds As Smart Cash
• September 15, 2014: Equity And Total Return Bond Fund Composite Portfolios
• February 3, 2014: Alternative Investment Funds & Diversified Portfolios
• December 2, 2013: Versatile Multiple Portfolio Construction
• July 15, 2013: Portfolio of Portfolios & Core Satellite Portfolios
• November 12, 2012: Multiple Portfolios As Another Diversification Dimension

Momentum Strategies and their behavior. How various asset allocation strategies work in different market cycles

• June 6, 2022: Sector Rotation In A Rising Rate Environment
• June 29, 2020: Industry Sector ETF Rotation With Composite Momentum
• June 22, 2020: Industry Sector Rotation With Composite Momentum
• August 20, 2018: How Momentum Investing Stacks Up?
• June 12, 2017: A Mixed Bag Performance of Momentum Investing
• July 27, 2015: Performance Dispersion Among Momentum Based Portfolios
• August 11, 2014: What To Do In Overvalued Stock Markets
• July 7, 2014: Portfolio Behavior During Market Corrections
• November 11, 2013: Tactical Asset Allocation In Overvalued Stock Markets
• November 4, 2013: Wisdom from a Long Time Practitioner Using Multi-Asset Relative Strength/Momentum
• October 28, 2013: What Can We Learn From The 1987 Stock Market Crash?
• April 1, 2013: Momentum Over Stocks, Sector And Style Funds
• September 10, 2012: Taxonomy Of Momentum, Relative Strength And Trend Following
• July 16, 2012: Understand The Behavior of Investment Strategies
• December 10, 2012: How Asset Allocation Strategies Performed In Secular Market Trends
• October 8, 2012: Asset Allocation Strategies Have Cycles Too

Strategy and Portfolio Evaluation

• ‘Best’ Tactical Stock or Dividend Income Balanced Portfolios vs. Best Balanced Allocation Fund
• ‘Best’ Stock or Dividend Income Balanced Portfolios vs. Best Balanced Allocation Fund
• December 5, 2022: Latest Market And Trend Review
• November 22, 2021: The ‘Best’ Balanced Fund Revisited
• September 13, 2021: Benchmarking MyPlanIQ Tactical Portfolios
• August 30, 2021: Invest And Speculate: A Sensible Alternative To Buy And Hold
• August 9, 2021: Best Global Allocation Funds vs. MyPlanIQ ETF Portfolios
• August 2, 2021: Major Asset Trends And Market Internals
• July 19, 2021: Take The Challenge of The ‘Best’ Balance Fund
• January 25, 2021: Industry ETFs And ARK ETFs Portfolios
• December 14, 2020: Style and Factor ETFs Portfolio Reviews
• November 30, 2020: Higher Return Portfolios: Part 2
• November 16, 2020: Higher Return Portfolios
• July 30, 2018: Tax Efficient Portfolios
• June 18, 2018: The ‘Best’ Balanced Portfolio Continues To Excel
• June 11, 2018: Is 10 Year Long Enough For Portfolio Comparison?
• October 9, 2017: Conservative Portfolios Revisited
• September 18, 2017: Conservative Portfolios Review
• June 26, 2017: How To Beat The Best Balanced Allocation Fund
• May 1, 2017: Debate on Risk vs. Volatility
• July 20, 2015: Global Balanced Portfolio Benchmarks
• December 1, 2014: Two Key Issues of Investment Strategies
• March 11, 2013: How To Evaluate Investing Strategies
• October 29, 2012: Sharpe, Maximum Draw Down And Sortino Ratios

Risk Parity, Four Pillar and Permanent Portfolios

More newsletters can be found in these articles:

• May 30, 2016: Swensen Portfolio And Permanent Portfolios //Swensen’s portfolio construction principle is very much aligned with the permanent portfolio’s. One can construct these portfolios of various risk levels using the same principle.
• January 25, 2016: Alternative Portfolios Review
• November 16, 2015: Permanent, Risk Parity And Alternative Portfolios Review
• July 21, 2014: Permanent Portfolios & Four Pillar Foundation Based Framework
• February 25, 2013: Risk Parity All Weather & Permanent Portfolio Review
• August 6, 2012: Four Pillar Foundation Based Portfolio Review

Portfolio Rebalance & Daily Management

• November 15, 2021: Q&A On MyPlanIQ Strategies And Portfolios
• December 16, 2019: Q&As On Our Services
• October 7, 2019: Zero Commission Era Has Arrived, Is It Really That Good?
• July 8, 2019: Surprise! Brokerages Make Most From Your Cash, Not Commissions
• June 4, 2018: Action Plan: Risk Review For Investments
• June 5, 2017: How To Start A New Portfolio
• February 29, 2016: Smart Strategic Asset Allocation Rebalance When Market Trend Changes
• August 17, 2015: ETF or Mutual Fund Based Portfolios
• September 7, 2015: Market Rout Creates An Opportunity to Reposition Your Portfolios
• June 29, 2015: Core ETF Commission Free Portfolios
• March 30, 2015: Brokerage Specific Core Mutual Fund Portfolios 2
• March 16, 2015: Brokerage Specific Core Mutual Fund Portfolios
• December 8, 2014: Implementing Core Asset Portfolios In a Brokerage
• June 2, 2014: Tips On Portfolio Rebalance
• May 12, 2014: How To Handle An Elevated Overvalued Market
• March 24, 2014: Time Diversification In Portfolio Rebalance

Risk Management & Investor Behavior

Portfolio risk management techniques and issues.

• April 11, 2022: Asset Allocation And Risk Management
• May 3, 2021: Inflation, Sub Zero Interest Rate …
• August 3, 2020: Sound Investment Strategies
• May 4, 2020: The Real, Sensible And Wise Warren Buffett
• March 23, 2020: Chaos And Hope
• March 16, 2020: A Live Lesson
• March 9, 2020: Risk And Reward
• March 2, 2020: The Risk Of Coronavirus Outbreak
• March 4, 2019: Global Stock Valuation Update
• December 18, 2017: Record Highs And Risk
• August 21, 2017: Portfolio Performance: A Walk In The Past
• September 21, 2015: Quest For The Best Investment Strategy
• March 23, 2015: Investment Arithmetic for Long Term Investments
• February 2, 2015: Risk Management Everywhere
• January 5, 2015: When Forecast Fails
• December 22, 2014: Long Term Asset Returns: How Long Is Long?
• October 27, 2014: Investment Loss, Mistakes And Market Cycles
• August 25, 2014: Remember Risk
• July 28, 2014: Stock Musings
• June 9, 2014: The Arithmetic of Investment Mistakes
• December 9, 2013: What Is Long Term Investing?
• August 26, 2013: Risk Management: Implementation Risk
• August 19, 2013: Risk Management: Upside Risk
• August 12, 2013: Risk Management: Downside Risk
• September 17, 2012: 8 Harmful Behaviors For Your Portfolios
• March 4, 2013: Systematic Investing vs. Market Noises
• July 23, 2012: The Difference Between Investment Loss & Investment Mistakes

Investment Philosophy

• September 26, 2022: Markets, Noises, Long Term Strategies …
• January 18, 2022: Steady And Consistency Win In The Long Term
• June 21, 2021: Stocks Are Not Replacement Of Bonds
• January 4, 2021: Our Investment Philosophy For 2021 And Beyond
• November 2, 2020: Polls Are Useless vs. This Investment Strategy Doesn’t Work!
• January 13, 2020: Portfolio Performance: A Walk In The Past II
• August 5, 2019: Long Term Investment Strategies And Short Term Market Noises
• June 3, 2019: What We Can Learn From The Seasonality Strategy
• March 18, 2019: The Risk Of Stock Investing
• November 5, 2018: The ‘Right’ Or ‘Wrong’ Decision
• June 25, 2018: What Can We Learn From GE’s Removal From Dow Jones Index?
• March 5, 2018: Warren Buffett’s Advices
• February 5, 2018: Market Selloff And Long Term Investing
• August 7, 2017: I Didn’t Learn Anything — Mistake vs. Temporary Underperformance
• October 17, 2016: Investment Mistakes And Good Or Bad Investment Strategies
• September 1, 2014: Risk & Diversification: Mint.com Interview
• June 16, 2014: There Are Always Lottery Winners
• January 20, 2014: Become an Enlightened Investor

Fixed Income, Dividend, Total Return Bond Funds & Conservative Allocation

The following newsletters address many concerns for retiree, conservative and income investors.

• November 7, 2022: Tactical Bond Fund Portfolios Consistently Outperform
• July 18, 2022: Fixed Income Is Becoming An Alternative
• February 14, 2022: Inflation, Interest Rates And Fixed Income Investments
• September 20, 2021: Benchmarking MyPlanIQ Fixed Income Bond Portfolios
• June 14, 2021: Outperform The Best Performing PIMCO Income Bond Fund
• February 8, 2021: Total Return Bond ETFs Review
• August 31, 2020: Investing In An Ultra-Low Return Environment
• July 27, 2020: Total Return Bond Funds Update
• July 6, 2020: Bond ETFs vs. Bond Mutual Funds
• April 27, 2020: Total Return Bond Funds & Portfolios
• May 20, 2019: Morningstar Portfolio Manager Awards
• September 30, 2019: Boosting Bond ETF Portfolio’s Return With Muni Bond ETFs
• August 19, 2019: PIMCO Income Fund and Other Total Return Bond Funds Update
• August 12, 2019: Aggressive Fixed Income Portfolios?
• July 29, 2019: Fixed Income Portfolios In A Lower Yield Environment
• May 13, 2019: Total Return Bond ETFs Review
• October 29, 2018: Taxable Total Return Bond Plus Muni Bond Fund Based Portfolios
• October 1, 2018: Taxable vs. Tax Exempt High Yield Bonds
• September 24, 2018: High Yield Bonds In A Rising Rate Environment
• August 13, 2018: Total Return Bond ETF
• July 23, 2018: Municipal Bond Funds And Portfolios
• July 16, 2018: A Guide To Conservative Portfolios
• July 9, 2018: Conservative Allocation Mutual Funds Based Portfolios
• April 16, 2018: Municipal Bonds As A Fixed Income Asset Class
• March 26, 2018: Total Return Bond Update
• January 22, 2018: Where Are Bonds Heading?
• December 11, 2017: Cash Return And Interest Rate Update
• August 28, 2017: Total Return Bond Fund Portfolios: Where Do They Fit?
• July 24, 2017: Total Return Bond Fund Portfolios And Cash
• April 10, 2017: Total Return Bond ETFs And Portfolios
• February 27, 2017: Fidelity Total Bond Fund Review
• April 25, 2016: Tax Free Municipal Bond Funds & Portfolios
• March 28, 2016: Total Return Bond ETFs Review
• March 7, 2016: Defined Maturity Bond Fund Analysis
• February 15, 2016: Bond ETF Portfolios
• February 1, 2016: Total Return Bond Fund Portfolios In A Volatile Period
• October 26, 2015: Total Return Bond Fund Review
• June 15, 2015: Giving Up Bonds?
• March 2, 2015: Total Return Bond ETFs
• September 22, 2014: Why Total Return Bond Funds?
• April 21, 2014: Total Return Bond Investing In The Current Market Environment
• June 3, 2013: Total Return Bond Fund Portfolios For Major Brokerages
• May 27, 2013: Conservative Allocation Mutual Fund Portfolios
• February 18, 2013: Dividend & Income Funds In Asset Allocation
• September 16, 2013: Fixed Income No More?
• August 5, 2013: Total Return vs. High Yield Investing
• March 18, 2013: Are Bond Investors Doomed?

Financial Planning & Retirement

• Retirement Savings: How Much Should You Save For A Comfortable Retirement Life?
• Pros and Cons of Rollover from a 401(k) to a Self-Directed IRA
• March 27, 2023: 401k Company Match: How To Maximize Your Free Money
• Getting a 401(k) Loan: Why, How, and What to Watch Out For
• May 10, 2021: Financial Independence & Early Retirement
• September 28, 2020: Retirement Spending: Your Portfolio’s Volatility Matters
• April 13, 2020: A Closer Look At 401(k) Investment Portfolios
• February 3, 2020: Investment Landscape For Retirees And Would-be Retirees: Stocks
• January 27, 2020: Investment Landscape For Retirees And Would-be Retirees: Fixed Income
• August 26, 2019: Employer 401k Match: Yet Another Free Lunch Not To Be Missed
• April 15, 2019: The Importance Of Fixed Income Returns For Retirement Spending
• April 9, 2018: Exponential Or Compounding Nature In Investing
• November 13, 2017: Is This A Good Time For Retirees Or Would Be Retirees?
• March 27, 2017: Practical Consideration For IRAs And 401k Accounts
• March 20, 2017: Fund Fees: That’s (Still) Outrageous
• February 22, 2016: Be Cash Smart //we urge investors not to ignore their cash and invest smartly instead, especially in this ultra low rate environment
• April 20, 2015: 529 College Savings Plan Rebalance Policy Change
• October 6, 2014: Tips For 401k Open Enrollment
• December 30, 2013: How To Benchmark Portfolios
• December 16, 2013: Tax Efficient Portfolio Planning
• April 29, 2013: Goal Based Financial Planning And Investing
• July 8, 2013: When To Retire And Bear Market Impact On Retirement Income And Spending
• December 17, 2012: Financial Repression: What To Do With Your Investments
• November 26, 2012: College Savings 529 Plan Investment Portfolio Management
• November 5, 2012: 401K Investment Portfolio Management

Cash Management

• Cash And Money Market ETFs Review
• March 13, 2023: Bank On My Own For Safer And Much Higher Returns
• October 10, 2022: 9.62% Treasury I Bonds: Cash Is Indeed King
• August 29, 2022: Cash Is King
• October 11, 2021: MyPlanIQ Ultra Short Term Bond Portfolio vs. Other Funds
• July 26, 2021: Ultra Short Term Bond ‘Money Market’ Portfolio And Banking
• March 22, 2021: Ultra Short Term Bond ETF Portfolio As A Money Market Fund
• March 15, 2021: Make Your Own Private Bank
• January 11, 2021: Smart Cash Management: Can I Just Withdraw From My Bond Portfolio?
• August 24, 2020: Target Maturity Bond ETFs For Short Term Cash
• July 13, 2020: Short Term Cash, Treasury Bills, CDs And Future Fixed Income
• February 10, 2020: Update On Short Term Cash, Treasury Bills and Brokered CDs
• June 10, 2019: Money Market And Ultra Short Term Bond Funds
• February 4, 2019: Cash And Money Market Funds: Interests And Safety
• December 17, 2018: Robinhood’s ‘Revolution’ Or Gimmick
• November 12, 2018: The Staggering Low Interest Rates From Big Banks
• August 27, 2018: Money Market ETFs?
• May 7, 2018: Money Market Fund Taxonomy
• March 19, 2018: Treasury Bills vs. Brokered CDs
• October 2, 2017: The Role of Short Term Bond Funds
• September 25, 2017: Fees In Cash Investments
• May 15, 2017: Cash: Banking Or Investing?

Features & System Q&As

These newsletters address new features and how to for our system usage.

• Portfolio Calculator (Simulator) And Rolling Returns
• April 19, 2021: New And Old Useful Features
• October 26, 2020: Recent Improvements
• October 23, 2017: A Primer For Portfolios
• October 3, 2016: Survey & Feedback
• May 23, 2016: AAII Article And Some Web Changes //AAII article on MyPlanIQ and some new portfolio additions/changes
• May 20, 2013: New Features: FolioInvesting One-Click, Portfolio Dividend & Static Portfolio Change
• April 22, 2013: Portfolio Rebalance – Ease of Use
• March 25, 2013: New Feature: Advanced Static Portfolios & Lazy Portfolio Asset Allocations
• February 4, 2013: Day To Day Portfolio Management
• December 3, 2012: Asset Trends & Correlations For Portfolio Construction
• September 24, 2012: Tax Efficient Investing
• March 26, 2012: A Few Good Sources To Help On Deciding Risk Profiles
• February 13th 2012: Static (Lazy) Porfolios and Re-balance Utility for My Actual Holdings
• March 12, 2012: Setting The Right Risk Profile

Existing Portfolio Performance Reviews

In general, we review various portfolio performance in each newsletter. However, you can get latest up to date  performance result and comparison by clicking on links below portfolio comparison tables listed in our quarterly or annual review newsletters:

• June 17, 2019: Latest Performance Comparison Among Several Advanced Strategies
• February 11, 2019: “Best” Balanced Fund And Portfolios Revisited
• January 28, 2019: Fixed Income Review
• January 14, 2019: Tactical Asset Allocation Portfolio Review
• January 7, 2019: Global Strategic Asset Allocation Portfolio Review
• January 15, 2018: Tactical Portfolios Review
• January 8, 2018: Strategic Portfolios Review
• March 12, 2018: Defensive Conservative Portfolio Review
• August 14, 2017: Fidelity Commission Free ETFs Update
• December 5, 2016: Review Of Broad Base Core Mutual Funds For Brokerages
• October 19, 2015: Advanced Portfolio Review
• July 13, 2015: Pain in Tactical Portfolios
• January 19, 2015: Fixed Income Investing Review
• November 17, 2014: Retirement Spending Portfolios Update
• September 8, 2014: Momentum Based Portfolios Review
• June 30, 2014: Half Year Brokerage ETF and Mutual Fund Portfolios Review
• May 26, 2014: In Praise Of Low Cost Core Asset Class Based Portfolios
• March 17, 2014: Variable Annuity Portfolio Review
• March 3, 2014: Schwab Portfolios Review
• February 24, 2014: Fidelity Portfolios Review
• February 17, 2014: Versatile Portfolios Review
• December 23, 2013: Vanguard ETF, Mutual Fund & Retirement Income ETF Plans Update
• September 30, 2013: Quarter End Review
• July 1, 2013: Half Year Portfolio Review
• April 8, 2013: First Quarter Review: Trends Are In Place But Can They Sustain?
• January 21, 2013: Year End Review Of Brokerage Specific ETF and Mutual Fund Portfolios
• January 14, 2013: Year End Review Of Advanced Portfolios

Portfolios suggested by advisors and brokerages

• July 30, 2012: Strategic Asset Allocation & Lazy Portfolios Review