July 29, 2019: Fixed Income Portfolios In A Lower Yield Environment
We look at our total return bond fixed income portfolios for retirement income and discuss the implication of the upcoming lower rate environment.
July 22, 2019: Core Satellite Portfolios Balance Fluctuation
We examine our conservative core satellite portfolio and learn from its recent behavior, especially from its tactical component.
July 15, 2019: Quality Stock Factor ETFs
Quality stock ETFs deliver better long term returns than broad base stock index funds.
July 8, 2019: Surprise! Brokerages Make Most From Your Cash, Not Commissions
We closely look at the latest quarterly report from Schwab and pointed out that brokerages make most of profit from client cash, not from commissions.
July 1, 2019: Utilities Sector Review
Utility stocks offer comparable long term returns, lower volatility and better momentum, compared with S&P 500.
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 ChatGPT treating child tax credit correctly? December 10, 2023Fallible wrote: ↑Sun Dec 10, 2023 1:23 pm pizzy wrote: ↑Sun Dec 10, 2023 7:52 am People are still asking Chat GPT for answers on things that are important? And they are probably doing so by the millions. How wise that is depends largely on how well informed they are about the subject so they […]pizzy
- Re: Wine - Alcohol-free suggestions? December 10, 2023dukeblue219 wrote: ↑Sun Dec 10, 2023 9:04 am I don't see anyone bashing OP here? Not sure what the defensive posts are about. The folks saying "why" are saying it because the purpose of wine or beer is to get a little buzz, and if you remove that, there are plenty of other beverages out […]cs412a
- Re: What are your experience with Robo-Advisors December 10, 2023Robo advisors are not popular on this forum since it is about DIY. Other forums on Reddit for example it might be popular.gotoparks
- Re: What frugal thing did you do today? December 10, 2023I got a free $6 burger at Wendy's yesterday (with purchase- I got fries). They have a special offer everyday until Xmas. I don't eat a lot of fast food, but like deals when I do as some of the combos at the popular burger places are $15+ now which I think is crazy. I […]michaeljc70
- Re: What Tactical action steps before retiring you suggest? December 10, 2023printer86 wrote: ↑Sun Dec 10, 2023 12:48 pm I haven't read thru all the replies yet, so I apologize if my comments have already been stated. Things for the OP to consider when retiring in early 2024. The ACA calculates the premium subsidies based on your entire income for the year, not just post retirement […]eugeneD