Better Financial Future -- MyPlanIQ
  • What We Do
    • Why MyPlanIQ »
    • Types of Investors
    • » Brokerage Investors
      ETF and Mutual Fund Portfolios
    • » Income Investors
      Fixed Income Portfolios
    • » Retirement Investors
      401K, 403B, 457, 529 & Annuity
    • » Advanced Investors
      Research Funds & Strategies
    • Methodologies
    • » Overall Introduction
    • » Asset Allocation Composite
    • » Strategic Asset Allocation - Equal WeightFREE
    • » Strategic Asset Allocation - Optimal
    • » Tactical Asset Allocation
  • Newsletters
    • » Newsletters
    • » Newsletter Collection
  • Advanced
    • » Advanced Strategies
    • » 360° Market Overview
    • » Asset Trends & Correlations
    • » Retirement CalculatorNew
    • » SmartMoneyIQ Manager
    • » Smart Money Indicators
    • » ETFs in Asset Classes
    • » Market Indicators
  • Support
    • » Help
    • » Discussion
  • Pricing
  • Login
  • Register
Select Page
January 30, 2017: Brokerage Specific Conservative Portfolios

January 30, 2017: Brokerage Specific Conservative Portfolios

Jan 31, 2017

We introduce major brokerage specific conservative portfolios using a combination stock index funds and total return bond fund portfolios. 

January 23, 2017: Fixed Income Portfolio Review

January 23, 2017: Fixed Income Portfolio Review

Jan 24, 2017

We review our fixed income total return bond fund portfolios in 2016. In 2016, these portfolios outperformed the benchmark again. We also discuss the fixed income outlook. 

January 16, 2017: Long Term Trend Following Portfolio Review

January 16, 2017: Long Term Trend Following Portfolio Review

Jan 17, 2017

We review tatical asset allocation portfolios in 2016 and examine their underperformance in close details. 

January 9, 2017: Tactical Asset Allocation Review

January 9, 2017: Tactical Asset Allocation Review

Jan 10, 2017

We review tatical asset allocation portfolios in 2016 and examine their underperformance in close details. 

January 3, 2017: Strategic Asset Allocation Review

January 3, 2017: Strategic Asset Allocation Review

Jan 4, 2017

We review strategic asset allocation portfolios in 2016 and discuss asset outlook in 2017. 

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

Join tens of thousands of users, sign up an account (or login) to view this and other insightful newsletters!

Join Now (Free)

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Member Sign In

User names can only consist of alphabetic and numeric characters. (eg: 0-9a-zA-Z)

Forget your password?

Featured Brokerage Plans

Vanguard ETF: 10%*
Diversified Core: 11%*
Six Core Asset ETFs: 10%*
*:5 Yr Annualized Return of TAA Moderate Portfolio

...More IRA, 401K, Annuity Plans...


Recent Comments

Monthly Archives

  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • February 2010
  • December 2009
  • November 2009
  • October 2009
  • September 2009
  • August 2009
  • July 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • February 2009
  • January 2009
  • December 2008
  • November 2008
  • October 2008
  • September 2008
  • August 2008
  • July 2008
  • June 2008
  • May 2008
  • April 2008
  • March 2008
  • February 2008
  • May 2007
  • April 2004

Tag Cloud

AAPL AGG AMZN BAC BND BOE BOND COMP CPI DIA DJI EEM EFA F FB GE GLD GOOG HYG IAU intc Inv IWM IYR JNJ JPM MSFT NYA NYT Portfolios QQQ Recession SPX SPY T TLT uncategorized Unemployment VNQ Volatility VTI VWO Wall Street Breakfast XOM Zacks Funds

RSS Bogleheads Latest Posts

  • Re: Bike Trailer for 7 & 4 year old - will this work? June 6, 2023
    I just had my kids ride their scooters, balance bike or bike.
    halfnine
  • Re: 0% Direct Deposit Cash Advance offer June 6, 2023
    Is this satire?
    Goal33
  • Re: 3.5% Equity Risk Premium June 6, 2023
    Marseille07 wrote: ↑Tue Jun 06, 2023 1:25 am ckangas wrote: ↑Tue Jun 06, 2023 1:14 am Marseille07 wrote: ↑Fri Jun 02, 2023 1:16 pm If S&P500 PE is approaching 25X, it does feel high; but it's also TINA. Just count your blessings that you made money as it rose from 19X to 25X. Most international […]
    ckangas
  • Re: Be careful of AI investing hype June 6, 2023
    watchnerd wrote: ↑Tue Jun 06, 2023 12:35 am Corporations are what they are -- they exist to maximize shareholder value. You mean it's not maximizing executive compensation at the expense of shareholders wherever possible? Glad to know! Cheers...
    HanSolo
  • Re: AirTags or Tiles? June 6, 2023
    Tiles requires users to have the Tiles app on their phones right? It isn't built into Android similar to how Airtag functionality is built into iOS. If so then it's of limited use, most Android users will not have the app installed.
    stocknoob4111
  • Facebook
  • Twitter
  • Google
  • RSS
Copyright @ LTI Systems, Inc.

*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.

The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser. MyPlanIQ is not affiliated with any retirement plan and brokerages

Investment strategies, results and any other information presented on the website are for education and research purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations.

Information provided by the website could be time-sensitive and out of date. There is no guarantee for accuracy and completeness for the contents on the website. Contents are subject to change without notice.

All rights are reserved and enforced. By accessing the website, you agree not to copy and redistribute the information provided herein without the explicit consent from MyPlanIQ.