November 28, 2016: Core Index ETFs Review
We review core index ETFs used in our brokerage investment plans.
November 21, 2016: International Exposure Of U.S. Large Companies
We look at international exposure of US large companies’ business and discuss its impact on asset allocation.
November 14, 2016: Asset Trends After The Election
We review major asset trends and argue that the post election market reaction is more a short term trend.
November 7, 2016: Rising Rate And Current Bond Trend
We review fixed income bond segments. We believe that it’s very likely the bond market will experience a major turn of trend.
October 31, 2016: Economy Power And Long Term Stock Returns
In a fair capital market, stocks can achieve a long term positive inflation adjusted returns regardless of economy power status. This is evident from the long term stock returns in UK.
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: DIY life style. Typical Boglehead? September 28, 2020My default has always been DIY but I always pegged it on my Mechanical Engineering background than Bogleheads. Probably one of my proudest DIY achievements was building my own sea kayak out of strips of wood and fiberglass versus buying a plastic one off the rack. I've since build several other boats. The big one […]lthenderson
- Re: Never Ever Rebalance Bonds into Stocks? September 28, 2020Uncorrelated wrote: ↑Mon Sep 28, 2020 8:57 am willthrill81 wrote: ↑Mon Sep 28, 2020 8:50 am What HomerJ and others are referring to is basically a form of liability matching. I don't know why you do not see that. I see that. The strategy "rational" from McClung is basically liability matching. According to McClung, that […]HomerJ
- Re: HEDGEFUNDIE's excellent adventure Part II: The next journey September 28, 2020Here's another question though. The graph indicates that the impact on bond prices from a 1% change in prevailing yields becomes much larger as yields go lower. But is a 1% change in yields just as likely in an environment where previous yields were 1% as they are in an environment where yields are 8%? […]petulant
- Re: Friend on the verge of financial ruin, how to help? September 28, 2020Not to downplay working at the state level, but I do see that as being easier when one ages. (Especially in accounting) Lots of systems are older or not updates as frequently. This would also help with her chronic health problems (maybe) - insurance is usually top notch when working for the state. It's not […]dziuniek
- Re: Were you nervous when you retired? September 28, 2020Escapevelocity wrote: ↑Sun Sep 27, 2020 9:28 pm Barefoot wrote: ↑Sun Sep 27, 2020 8:52 pm I retired at 60. I liked my job (but don't miss the administrivia BS at all), but there were many things I wanted to do outside of work that I didn't have enough vacation time for. I miss the […]WoodSpinner