Archives | Retirement Investments -- MyPlanIQ

October 28, 2019: Multi-factor ETFs vs. Equal Weight Multi-Factor Portfolios

by MyPlanIQ | Oct 29, 2019 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We look at multi-factor (value, quality, low volatility and momentum) ETFs and portfolios. We believe factor ETFs can add good value to an asset allocation portfolio.

October 21, 2019: Multi-factor ETFs: Value And Momentum

by MyPlanIQ | Oct 22, 2019 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We look at value-momentum combined ETFs.

October 14, 2019: Low Volatility Factor ETFs

by MyPlanIQ | Oct 15, 2019 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

Low volatility factor can indeed outperform broad base stock indexes.

October 7, 2019: Zero Commission Era Has Arrived, Is It Really That Good?

by MyPlanIQ | Oct 8, 2019 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

Many brokerages are now offering unlimited commission free stock and ETF trades. But that doesn’t necessarily bode well to investment cost improvement.

September 30, 2019: Boosting Bond ETF Portfolio’s Return With Muni Bond ETFs

by MyPlanIQ | Oct 1, 2019 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We explore a bond ETF portfolio that includes muni bond funds and show that it can probably match returns of mutual fund based portfolios.

Vanguard ETF:	10%*
Diversified Core:	11%*
Six Core Asset ETFs:	10%*

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