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February 24, 2014: Fidelity Portfolios Review

February 24, 2014: Fidelity Portfolios Review

Feb 24, 2014

We review Fidelity brokerage specific portfolios. 

February 17, 2014: Versatile Portfolios Review

February 17, 2014: Versatile Portfolios Review

Feb 18, 2014

We review stock and bond portfolios and their composite portfolios. 

February 10, 2014: Total Return Bond Fund Upgrade Portfolios

February 10, 2014: Total Return Bond Fund Upgrade Portfolios

Feb 11, 2014

We review our total return bond fund upgrade portfolios. We again advocate using these portfolios for fixed income investing. 

February 3, 2014: Alternative Investment Funds & Diversified Portfolios

February 3, 2014: Alternative Investment Funds & Diversified Portfolios

Feb 4, 2014

Permanent portfolios and risk parity portfolios are doing better in the recent selloff. We also review several types of alternative mutual funds. 

Diversified Asset Allocation Portfolios For Your Plans
  • ETF/Mutual Fund Portfolios
  • Retirement 401K, IRA, 403B
  • Variable Annuities, VULs, 529
  • Plan Rating, 401K/IRA Rollover
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Featured Brokerage Plans

Vanguard ETF: 10%*
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*:5 Yr Annualized Return of TAA Moderate Portfolio

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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.

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