June 29, 2015: Core ETF Commission Free Portfolios
We modified several brokerage specific commission free plans to make them less bloated and easier to maintain.
MyPlanIQ Newsletter: Core ETF Commission Free Portfolios
We modified several brokerage specific commission free plans to make them less bloated and easier to maintain.
June 22, 2015: Secular Asset Trends
We look at major asset classes’ long term trends and discuss several possible secular trend shifts under the strategic asset allocation context.
June 15, 2015: Giving Up Bonds?
We rebuke bond bashers and point out many scenarios that still demand bonds as an essential key element in a portfolio.
June 8, 2015: High Yield Bonds As An Asset Class?
High yield bonds are not necessary in asset allocation. They can be substituted with highly liquid and pure stock and Treasury indexes.
June 8, 2015: High Yield Bonds As An Asset Class?
High yield bonds are not necessary in asset allocation. They can be substituted with highly liquid and pure stock and Treasury indexes.
June 1, 2015: Summer Blues?
Stocks are historically weaker in summer. This is one of few prominent stock market anomalies investors should be aware to make a proper risk management decision.
June 1, 2015: Summer Blues?
Stocks are historically weaker in summer. This is one of few prominent stock market anomalies investors should be aware to make a proper risk management decision.
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: Is the Value Premium MIA due to Private Equity? April 24, 2024nisiprius wrote: ↑Tue Apr 16, 2024 6:55 pm The publicly traded company is disappearing. In 1996, about 8,000 firms were listed in the U.S. stock market. Since then, the national economy has grown by nearly $20 trillion. The population has increased by 70 million people. And yet, today, the number of American public companies stands […]Valuethinker
- Re: Flexibility in portfolio withdrawals – how much flexibility is enough? April 24, 2024GAAP wrote: ↑Fri Apr 19, 2024 1:51 pm StillGoing wrote: ↑Thu Apr 18, 2024 3:35 am I'd agree - even a small amount of flexibility is useful in terms of portfolio survivability. While I have only covered scenarios where the flexibility factor is fixed, it can also change with circumstances. For example, a very early […]StillGoing
- Re: Today I gave up on factor investing April 24, 2024Derpalator wrote: ↑Wed Apr 24, 2024 1:49 am mbouck wrote: ↑Tue Apr 23, 2024 10:47 pm I believe in the value factor; the cash flow value factor that is. 30% COWZ/COWS/VFLO > 30% AVUV/AVDV et al. PE has realized 99% of the available value factor premium by taking public small caps private so chasing it […]mbouck
- Re: Is your Bank/CU offering FedNow instant transfers? April 24, 2024madbrain wrote: ↑Mon Apr 15, 2024 9:59 pm beyou wrote: ↑Mon Apr 15, 2024 6:40 pm more exposed you are. My bank MUST have my bank acct # on their website or I can't do online banking, but why does my electric company need to have my checking acct # on their website ? No […]beyou
- Re: Did you use Real Estate to build wealth? April 24, 2024popoki wrote: ↑Mon Apr 22, 2024 6:15 pm Would you buy a mutual fund that has a 8-10% management fee (1) and a 10-15% fee (2) to sell? (1) https://homeguide.com/costs/property-management-fees (2) https://www.nerdwallet.com/article/mort ... ll-a-house No. But why would anyone pay those fees for mutual funds? Do you know personally know people that do?runswithscissors