November 25, 2019: Core ETFs or Core Mutual Funds Portfolios
We discuss a hybrid ETF and mutual fund portfolio.
November 18, 2019: Introducing MyPlanIQ Asset Allocation Composite Strategy
We introduce our new Asset Allocation Composite strategy and discuss its brokerage based model portfolios.
November 11, 2019: Market Indicator And Momentum
We introduce composite momentum that’s a combination of our market indicator and momentum. We show good improvement on portfolios’ returns.
November 4, 2019: Factor ETF Rotation
We introduce a factor ETF rotation portfolio based on momentum of these ETFs. The results show that the portfolio can improve static allocation portfolios.
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: Luggage Recommendations December 5, 2022birb wrote: ↑Mon Dec 05, 2022 5:03 pm Briggs is very very good, and they stand by their warranty. Although our 10 year old suitcase had a wheel break while on a trip, and I impulse bought a Rimowa suitcase to replace it. I'd like to say I regret the Rimowa purchase (because what a […]02nz
- Auto CD renewal December 5, 2022My elderly relative (for whom I have POA) has many CDs spread across several banks. When I began helping him with finances a few years back, I urged him to let the CDs renew automatically. Prior to this, he would make what seemed to be a weekly trip to the bank to ‘haggle’ with the […]Astronaut4
- Re: Can a Roth conversion be reasonable at a 35% tax rate ? December 5, 2022Barring unusual events, it is likely that one of you will outlive the other. The survivor will be paying taxes as a single person, meaning that more income becomes subject to higher taxes sooner. The single 37% bracket starts at about 25% of the bottom of the married bracket. Roth conversions reduce the amount of […]GAAP
- Re: Is There A Way To Determine if You are Putting in Too Much Into Tax-Deferred Accounts? December 5, 2022retiredjg wrote: ↑Mon Dec 05, 2022 4:50 pm MrCheapo wrote: ↑Mon Dec 05, 2022 4:08 pm retiredjg wrote: ↑Mon Dec 05, 2022 2:59 pm MrCheapo wrote: ↑Mon Dec 05, 2022 2:32 pm retiredjg wrote: ↑Mon Dec 05, 2022 11:00 am Earlier MrCheapo said the pension would be about $100k. That is the 12% bracket (current) […]MrCheapo
- Re: Dividend irrelevance for individual securities December 5, 2022Dividends are a good thing. It's the board of directors sending money to the corporations owners. Sure, the board could hoard cash but there is no guarantee there will be a liquidation event someday sending all that cash to the shareholders. In fact, has there ever been a non distress liquidation? Corporations die in bankruptcy […]Riprap