August 29, 2016: Your 401K Finally Draws Attention
Many 401k plans are under class-action suits. We discuss various issues with a 401k plan.
August 22, 2016: Inflation Protected Securities TIPS For Current Overvalued Markets
We discuss inflation protected securities (TIPS) and point out that they can be very effective in a portfolio.
August 15, 2016: Risk On: Emerging Market Stocks And Small Cap Stocks
We point out that currently it’s an all out risk on mode. However, investors should keep a calm and objective view in the current frenzy.
August 8, 2016: Portfolio Construction Using Stock ETFs And Bond Mutual Funds
It’s a good idea to use ETFs for risk assets (stocks) and total return bond mutual funds for bond/fixed income asset. This newsletter analyzes this approach in more details.
August 1, 2016: Adding Value To Your Own Investments
Self-drected investors are their own financial advisors. We review areas where a financial advisor can add most values and thus encourage investors to focus on improving on those areas. We further point out investor behavior is perhaps the most challenging area (thus most value added).
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