May 29, 2017: Alternative Assets And Their Role In Portfolios
We discuss our notion of alternative assets and their roles in portfolio management.
May 22, 2017: Summer Seasonality And Portfolio Management
We show that stock markets exhibit strong seasonality and discuss how to utilize it in portfolio management.
May 15, 2017: Cash: Banking Or Investing?
We closely look at the possibility using short term bonds to replace CDs or to invest cash that’s not needed immediately.
May 8, 2017: Holding Period of Long Term Timing Portfolios
We further look into how much hold time a timing strategy can shorten for equity investing and conclude that even though the timing strategies like our tactical asset allocation can shorten required hold time a few years, they are still long term investment strategies.
May 1, 2017: Debate on Risk vs. Volatility
A user commented on our recent article on the risk and volatility. We publish his email here and would like to have a debate/discussion on this important concept.
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: Which is safer? $250k cash at small online bank or $250k in MM fund at Fidelity? March 26, 2023teelainen wrote: ↑Sat Mar 25, 2023 9:36 pm delamer wrote: ↑Sat Mar 25, 2023 9:33 pm What’s your definition of “safe?” Safe from bank failures. Then you answered your own question. A mmkt fund is not a bank hence it is safe from bank failure. Of course that is assuming it is not investing in […]beyou
- Re: Gift tax return 709 question March 26, 2023TomatoTomahto wrote: ↑Sun Mar 26, 2023 5:31 am kojima wrote: ↑Sun Mar 26, 2023 4:09 am Seems like you would fill out a form with 100k and your daughter would fill out a form for 30k I am not a CPA or lawyer, so take this for what it's worth: I think you have a […]kojima
- Re: New clothes washing machine recommendation please March 26, 2023We bought a GE top loader a couple of years ago. No bells or whistles, no fancy electronic panel with a million settings. We use it 3x week, and no issues so far. In general, we get around 8-10 years out of a washer before the bearings wear down and it becomes too expensive to […]Tom_T
- Re: College bound son for CS [Computer Science] March 26, 2023The discussion has gone way off topic from the OP's question (choosing a Computer Science program). Please bring it back on-topic.oldcomputerguy
- Re: IRS claims I owed 6% in FUTA tax not the 0.6% I've always been paying March 26, 2023Golfer-- wrote: ↑Sun Mar 26, 2023 12:02 am My understanding is only Companies who have employees pay the lower percent. If a Company employes only the owner, at least in my State, the full 6% is due. When filling out 940 Form the first page has 2 questions regarding this situation. Depending on your answer […]financeperchance