April 29, 2013: Goal Based Financial Planning And Investing
Goal based financial planning helps you to classify your needs into several categories. You then setup your investment portfolios based on these goals.
April 22, 2013: Portfolio Rebalance – Ease of Use
We review portfolio rebalances for both ETF, mutual fund brokerage accounts as well as 401k accounts. We further show FolioFn’s one-click basket rebalance feature.
April 15, 2013: What Happened To Gold And Commodities?
Gold and commodities are down. But for a long term investor, this is just a natural part of the whole process. At some point, they will have positive effect on portfolios.
April 8, 2013: First Quarter Review: Trends Are In Place But Can They Sustain?
We review our asset allocation strategies for some typical portfolios. Overall, we are pleased with the performance of the three strategies (SAA equal weight, SAA Optimal and TAA). They have done exactly as what they were supposed to do.
April 1, 2013: Momentum Over Stocks, Sector And Style Funds
We present performance results on momentum based stock funds, sector rotation and style rotation. We further make observations on the effectiveness of momentum based investing in various categories.
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: If you could wake up anywhere tomorrow morning, where would it be? December 8, 2023I’d like to wake up an instant before some random bad decision or intemperate remark born of frustration, and self-correct.Cruise
- Re: Plan my retirement travel for me! December 8, 2023I did solo travel when I was in my 20s and I had a good time and I found that when I was traveling by myself that I tended to talk and meet more people than when I am traveling with my wife. After I retired I also have taken some road trips in the […]Watty
- Re: Inexpensive Chromebook or Similar? December 8, 2023A new Chromebook comes with 10 years of security and bug fix updates. https://support.google.com/chrome/a/answer/6220366 Used and refurbished ones have already burned some support years.Northern Flicker
- Re: Christmas present = forced retirement December 8, 2023Never understand rental math but I’m not getting excited over two rentals bringing in $600 per month. I understand the mortgage is being paid for by tenants but any remodel or upgrade or maintenance or property taxes etc wipes out that $7200 per year really quick. (????)mortfree
- Re: Review of book "Die with Zero" December 8, 2023Godot wrote: ↑Thu Dec 07, 2023 7:36 pm beernutz wrote: ↑Thu Dec 07, 2023 4:04 pm Godot wrote: ↑Mon Jun 26, 2023 4:45 pm Why would anyone take the advice of such an awful poker player? I dream of being this awful at poker. https://pokerdb.thehendonmob.com/player ... r&n=224478 HendonMob tracks neither tournament buyins nor the millions […]beernutz