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: Does anyone hold Vanguard Windsor II or Wellington? April 18, 2021I've held Windsor II since about 1998. I bought it when I was just first starting to learn about mutual fund investing and a buddy had recommended Vanguard funds, and I think I read an article about the success of the original Windsor fund. Anyway, I put several thousand in it back then and never […]jchris
- Re: Roth Conversion. Vanguard Tax Form Screw-Up? April 18, 2021hirlaw wrote: ↑Sun Apr 18, 2021 6:17 pm In 2020, I converted a sum from a Vanguard traditional IRA to a Vanguard Roth IRA. The Form 1099-R I received from Vanguard includes the full sum in Box 2a, "Taxable amount". Box 2b is checked as "Taxable Amount not determined." The Box 7 Distribution Code shows […]lstone19
- Re: What does "won the game stop playing" mean in practice? April 18, 2021goingup wrote: ↑Sun Apr 18, 2021 10:27 am humblecoder wrote: ↑Sun Apr 18, 2021 10:01 am I respectfully disagree. If you have met your financial goals, then it makes sense to lower your risk since you don't need to take any more chances. That is a spirit of the saying, and I think it is […]humblecoder
- Re: Convert to Roth or stay in tax deferred? April 18, 2021Sahara wrote: ↑Sun Apr 18, 2021 6:29 pmDavid, I haven't been able to follow all of the numbers here. Is that the rationale here that the OP's withdrawals after age 2026 are large enough to exceed the standard deduction and place the OP in the 22% bracket at that time? Also, could you speak to […]David Jay
- Re: 150K income limit April 18, 2021Perfect way to save. This should be the default way to save, as long as you have enough for expenses on the paycheck, which you shoudl (in ost cases) if you are looking at >$175k annual income.edudad