October 30, 2017: Rising Interest Rates
Bonds are in some critical level. However, strategies remain the same to cope with the uncertainty.
October 23, 2017: A Primer For Portfolios
We give some detailed explanation on our portfolio pages and usages.
October 16, 2017: REITs As An Asset Class
REITs have a long term stock like return and weak correlation with stocks. They can be a good portfolio diversifier.
October 9, 2017: Conservative Portfolios Revisited
We construct tactical conservative portfolios that can outperform one of the best conservative allocation fund Vanguard Wellesley Income by a big margin, both in terms of annualized returns and risk.
October 2, 2017: The Role of Short Term Bond Funds
We analyze in more details on what should be used for short term investments and conclude that we prefer using Treasury bills, CDs and total return bond funds in lieu of short term bond funds.
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: ChatGPT [Investment opportunities in the Artificial Intelligence field] May 30, 2023adave wrote: ↑Mon May 29, 2023 6:15 pm ChatGPT is easily fooled by capital letters. This tech is a big deal sure but has many issues that may never be resolved. Problem is nobody really understands how it works. According to the Washington Post, it appears to work like BS artists. Recently, researchers asked two […]jebmke
- Regarding trad 401k vs roth 401k May 30, 2023I’m new to the forum and new to personal finance. Relatively New grad from residency (been out almost 2 yrs). In my mid 30’s. I recently became eligible to contribute to my offices’ 401k plan. They have options of Roth vs traditional. I wanted to get some advice on what would be the best decision […]Harambe
- Re: Fama quotes May 30, 2023billaster wrote: ↑Tue May 30, 2023 9:45 am Fama is a real fanatic about the Efficient Market Hypothesis . I would be interested in seeing a source for this. I’ve read a number of his papers and listened to him speak on a number of podcasts. While he is a proponent of the semi-strong version […]Gaston
- Re: Alternatives to booking on RENFE (rail travel in Spain) May 30, 2023muffins14 wrote: ↑Tue May 30, 2023 10:09 am talzara wrote: ↑Mon May 29, 2023 1:59 pm It's easy, but it could cost more. Trains that accept reservations use dynamic pricing. The later you buy the ticket, the more it costs. I sort of doubt that basic local train travel has dynamic pricing in Spain. Is […]talzara
- Re: Inerited my parents' home but don't want it May 30, 2023Pops1860 wrote: ↑Sat May 27, 2023 1:37 pmYou only incur a gift tax liability if you exceed the annual limit "per person/per year." Kiplinger describes it succintly: The tax-free gift limit (gift tax exclusion) for 2023 is $17,000 (it was $16,000 in 2022). As a result, you can give up to $17,000 to as many […]Jimbo Moneybags