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MyPlanIQ

Investment Newsletter

January 31st 2011

Archive

Our weekly newsletter provides information and ideas you can use to build the best portfolios for yourself.

January has zipped by and the days are getting noticeably longer (in the northern hemisphere anyway) and equities continue to be favored although the dip on Friday reminds us that equities are risk assets.

Feature Focus
  • Community Pages: where you can ask questions and find information
    • Support
    • News and commentaries
  • PlanRolloverIQ allows you to evaluate your existing 401K and IRA plans to see where you are best putting your money

Asking for Directions

Jenny Hollingworth, a 40-something wife, mother, English import, freelance writer and self-confessed financial ignoramus, is on a mission.
2011 is the year in which she has resolved to finally get to grips with the world of personal finance. With humor, courage, curiosity and occasional moments of the deepest despair, she travels through the murky world of 401ks and college funds, investment strategies and financial websites, armed only with a handy list or two, and a willingness to ask for directions.

If you've ever wished that someone would just explain to you what it all actually means, follow her blog.

Experts Corner

We have just introduced our tracking of the US equity sub-classes or styles. This is updated weekly and will be published on SeekingAlpha.

Description Symbol Trend Score
Russell Midcap Growth IWP 12.14%
Russell Midcap Index IWR 10.87%
Russell Smallcap Growth IWO 10.72%
Russell Midcap Value IWS 10.43%
Russell Largecap Growth IWF 9.7%
Russell Smallcap Index IWM 9.58%
Russell Largecap Value IWD 9.41%
Russell Smallcap Value IWN 9.22%
Russell Largecap Index IWB 9.15%

Articles of the week

  • Smart Money: Long-Term Cautious, Short-Term Still Firm
  • Switching Between U.S. Market Cap Style Subclasses: Benefits and Limits
  • US Asset Subclasses favor Mid-Cap Growth
  • REIT ETFs: Performance and Expense Review
  • Styles Rotation Examined With Six Asset Class ETF Portfolios
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Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including, but not limited to, strategies, portfolios, articles, performance data and results of any tools.

All rights are reserved and enforced. By accessing the website, you agree not to copy and redistribute the information provided herein without the explicit consent from MyPlanIQ.


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Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser.

Investment strategies, results and any other information presented on the website are for education and research purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations.

Information provided by the website could be time-sensitive and out of date. There is no guarantee for accuracy and completeness for the contents on the website. Contents are subject to change without notice.

All rights are reserved and enforced. By accessing the website, you agree not to copy and redistribute the information provided herein without the explicit consent from MyPlanIQ.

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