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: VG Removing Message Center [Vanguard] August 2, 2021I knew Jack Bogle and let me tell you...Tim Buckley is no Jack Bogle! At the annual Bogleheads conferences, Jack would answer any questions you had without hesitation. Buckley required that questions be written down and pre-submitted. Only certain of those questions would be asked of him and they were never the tough questions. I […]galawdawg
- Re: Social security estimation accuracy August 1, 2021livesoft wrote: ↑Sun Aug 01, 2021 6:32 pm Frankly, I haven't worried about it because I doubt the numbers will be off by more than a few restaurant lunches per month. What kind of differences are you seeing? Thousands of dollars a month? Hundreds? Less than a hundred? Less than $50? With my DW numbers, […]Mr.BB
- Re: How strong are my golden handcuffs August 1, 20213CT_Paddler wrote: ↑Thu Jul 29, 2021 12:02 pm One consideration in favor of staying... with stocks at an all time high, what happens if we have a 50% correction in the stock market? If you would be comfortable retiring today if the stock market was cut in half then I would retire today, otherwise I […]latesaver
- Re: Should I buy an extended warranty on my Ford C-Max plugin? August 1, 2021White Oak wrote: ↑Sun Aug 01, 2021 6:37 pm Thank you RickBoglehead for your thoughts. Maybe it would be wasted money. That's why I'm posting here, to hear the pros and cons. The standard warranty is 8 years, which ends this month. I don't live in CA. I'm guessing there would be at least one […]RickBoglehead
- Re: Fidelity Total Market in taxable - FZROX (ZERO) vs. FSKAX (Total Market) SmackDown August 1, 2021^^^ The website wouldn't let me do that. If there's a workaround, that's fine. For my first time trading at Fidelity, I think it's better to start off with the method that's guaranteed to work. lazynovice wrote: ↑Sun Aug 01, 2021 6:30 pm When it is time to buy your ETF shares, if you use […]LadyGeek