50 stocks to buy in December
StockScouter, MSN Money’s stock-picking tool, identifies companies capable of outperforming the broader market in the weeks ahead.
Has the new bear market arrived?
Yes, stocks just had a big up day. But growing debts and tighter budgets here at home and in Europe are leading us toward a new recession and a prolonged downturn. In fact, we may already be there.
4 Scenarios in Bill Gross’s New Normal Minus Paradigm
Robert Huebscher at AdvisorPerspectives.com summarized Bill Gross’s remarks at the opening session of the recent Schwab’s IMPACT conference in San Francisco. The PIMCO’s New Normal Minus paradigm is essentially “a 2%-minus type of real growth world, in...Investment Strategies: Relative Strength Rolling 10 Year Out Performs Stocks
In Momentum Over Multiple Cycles, Dorsey at Wright Money Management constructed the following chart that compares rolling 10 year returns of stock momentum strategy with the S&P 500 returns. It uses the momentum series on the website of Ken French at Dartmouth...There Is No Secret Haven of High Returns for Big Investors
Q. A recent piece by MarketWatch columnist Brett Arends,“The Stock Markets Big Lie Revealed”, indicated that private equity funds provided their well-heeled investors with higher returns than regular investors can achieve in the public stock market. Does this have any direct impact on regular investors? My husband and I are 59. He expects…
There Is No Secret Haven of High Returns for Big Investors
Q. A recent piece by MarketWatch columnist Brett Arends,“The Stock Markets Big Lie Revealed”, indicated that private equity funds provided their well-heeled investors with higher returns than regular investors can achieve in the public stock market. Does this have any direct impact on regular investors? My husband and I are 59. He expects…
A mutual fund legend fades away
Bill Miller demonstrated great skill in beating the market for 15 consecutive years. But his story may end up being remembered as a cautionary tale.
Bear or Bull, Leveraged ETFs Lose in the Long Term
Direxion Daily Financial Bull 3X (FAS) and Direxion Daily Financial Bear 3x (FAZ) are really meant for day traders. They are harmful to portfolio asset allocation building, let alone for a retirement account (such as an IRA). These two ETFs are trying to match 3x...Tactical Asset Allocation: Goldman Sachs Dynamic Allocation Fund Analysis
Goldman Sachs Dynamic Allocation Fund A (GDAFX) is a tactical asset allocation fund that dynamically changes its allocation mix. Since this is a mutual fund, it only discloses its holdings every quarter. However, MyPlanIQ’s SmartMoneyIQ tool analyzes its price...Home Prices vs. Stock Returns
S&P/Case-Shiller U.S. National Home Price Index registered a small gain (0.1%) from the previous quarter, but was down 3.9% from the third quarter of 2010. Here is a chart that shows the relative performance of S&P 500 vs. Case-Shiller Composite-20 (20...It’s a Saks or dollar-store Christmas
The trends of a struggling middle class and a happy high end will play out in retail stores over the holidays. So where should investors be spending their money?
Winter Heating Costs Report
Many older consumers will receive high heating bills during the 2011-12 winter heating season. Consumers heating with fuel oil will be most affected.
Winter Heating Costs Report
Many older consumers will receive high heating bills during the 2012 winter heating season. Consumers heating with fuel oil will be most affected.
Winter Heating Costs Report
Many older consumers will receive high heating bills during the 2012 winter heating season. Consumers heating with fuel oil will be most affected.
Corporate Balance Sheets Are Only Reasonable in History
Hussman’s recent weekly commentary has the following chart that illustrates how corporate cash positions fare since post World War II. He further furnished this chart to show that corporate America is actually burdened by debts (though not at the peak...Two ‘Identical’ Mutual Funds!?
A user questioned the following two funds Asset Class Symbol Name MyPlanIQ Fund Ranking LARGE VALUE INUTX RiverSource Dividend Opportunity A 96% LARGE VALUE RSDFX RiverSource Dividend Opportunity R5 78% The question is why the two almost ‘identical’ funds...
Stock Prices vs. Fine Wine Prices
Here is the price comparison between S&P 500 price and Liv-ex Fine Wine 100 Index. It represents the price movement of 100 of the most sought-after fine wines for which there is a strong secondary market and is calculated monthly. This index can be used as an...Buying Prescription Drugs Online?
Here’s how to protect yourself against extortion by fake DEA agents.
The Ever Increasing College Cost
After Thanksgiving’s big turkey feast, many of us sent our kids back to school. Ever wonder why college tuition costs have been rising so much? We found this article Why tuition costs are rising by Reuters’ Felix Salmon informative on this subject. Here...Portfolio Management: Hedging Using S&P Diversified Trends Indicator
S&P Diversified Trends Indicator is a long-short strategy over financial, currency and commodity futures. MyPlanIQ maintains the strategy using ETFs: S and P Diversified Trend Indicators. The portfolio was mediocre in the last one and half year when stock markets...
Diversified Asset Allocation Portfolios For Your Plans
Featured Brokerage Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
*:5 Yr Annualized Return of TAA Moderate Portfolio
Bogleheads Latest Posts
- Re: DIY life style. Typical Boglehead? September 28, 2020My default has always been DIY but I always pegged it on my Mechanical Engineering background than Bogleheads. Probably one of my proudest DIY achievements was building my own sea kayak out of strips of wood and fiberglass versus buying a plastic one off the rack. I've since build several other boats. The big one […]lthenderson
- Re: Never Ever Rebalance Bonds into Stocks? September 28, 2020Uncorrelated wrote: ↑Mon Sep 28, 2020 8:57 am willthrill81 wrote: ↑Mon Sep 28, 2020 8:50 am What HomerJ and others are referring to is basically a form of liability matching. I don't know why you do not see that. I see that. The strategy "rational" from McClung is basically liability matching. According to McClung, that […]HomerJ
- Re: HEDGEFUNDIE's excellent adventure Part II: The next journey September 28, 2020Here's another question though. The graph indicates that the impact on bond prices from a 1% change in prevailing yields becomes much larger as yields go lower. But is a 1% change in yields just as likely in an environment where previous yields were 1% as they are in an environment where yields are 8%? […]petulant
- Re: Friend on the verge of financial ruin, how to help? September 28, 2020Not to downplay working at the state level, but I do see that as being easier when one ages. (Especially in accounting) Lots of systems are older or not updates as frequently. This would also help with her chronic health problems (maybe) - insurance is usually top notch when working for the state. It's not […]dziuniek
- Re: Were you nervous when you retired? September 28, 2020Escapevelocity wrote: ↑Sun Sep 27, 2020 9:28 pm Barefoot wrote: ↑Sun Sep 27, 2020 8:52 pm I retired at 60. I liked my job (but don't miss the administrivia BS at all), but there were many things I wanted to do outside of work that I didn't have enough vacation time for. I miss the […]WoodSpinner