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: VG Removing Message Center [Vanguard] August 2, 2021I knew Jack Bogle and let me tell you...Tim Buckley is no Jack Bogle! At the annual Bogleheads conferences, Jack would answer any questions you had without hesitation. Buckley required that questions be written down and pre-submitted. Only certain of those questions would be asked of him and they were never the tough questions. I […]galawdawg
- Re: Social security estimation accuracy August 1, 2021livesoft wrote: ↑Sun Aug 01, 2021 6:32 pm Frankly, I haven't worried about it because I doubt the numbers will be off by more than a few restaurant lunches per month. What kind of differences are you seeing? Thousands of dollars a month? Hundreds? Less than a hundred? Less than $50? With my DW numbers, […]Mr.BB
- Re: How strong are my golden handcuffs August 1, 20213CT_Paddler wrote: ↑Thu Jul 29, 2021 12:02 pm One consideration in favor of staying... with stocks at an all time high, what happens if we have a 50% correction in the stock market? If you would be comfortable retiring today if the stock market was cut in half then I would retire today, otherwise I […]latesaver
- Re: Should I buy an extended warranty on my Ford C-Max plugin? August 1, 2021White Oak wrote: ↑Sun Aug 01, 2021 6:37 pm Thank you RickBoglehead for your thoughts. Maybe it would be wasted money. That's why I'm posting here, to hear the pros and cons. The standard warranty is 8 years, which ends this month. I don't live in CA. I'm guessing there would be at least one […]RickBoglehead
- Re: Fidelity Total Market in taxable - FZROX (ZERO) vs. FSKAX (Total Market) SmackDown August 1, 2021^^^ The website wouldn't let me do that. If there's a workaround, that's fine. For my first time trading at Fidelity, I think it's better to start off with the method that's guaranteed to work. lazynovice wrote: ↑Sun Aug 01, 2021 6:30 pm When it is time to buy your ETF shares, if you use […]LadyGeek