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: VTSAX as Emergency Fund? January 21, 2021geerhardusvos wrote: ↑Thu Jan 21, 2021 9:48 am Tamalak wrote: ↑Thu Jan 21, 2021 7:47 am Market returns are correlated with the economy and therefore with our personal financial situation. Becoming unemployed and stock market returns have been shown to have actually a pretty weak correlation. This can depend on what kind of industry or […]Grt2bOutdoors
- Re: U.S. stocks continue to soar! January 21, 2021rockstar wrote: ↑Thu Jan 21, 2021 10:11 am ...It's now 6% of my portfolio. It doesn't require a lot of nerve to have such a small holding. It's basically a lottery ticket. You have more nerve than me. Only 1.5% of mine, but like the TimeLord says, everyone needs a hobby.CurlyDave
- Re: Why I think debit cards for brokerage accounts are stupid January 21, 2021theplayer11 wrote: ↑Thu Jan 21, 2021 9:08 am Schwab debit card for free ATM withdrawals overseas..case closed. I just opened a Schwab account (for a bonus) and was surprised to get a debit card since I didn't recall asking for one. I'll keep it and since my TD account will become a Schwab account, I […]rich126
- Re: Why Vanguard? January 21, 2021mhalley wrote: ↑Thu Jan 21, 2021 9:00 am I don’t think vanguard has the huge lead that it used to have. The main advantage now is that they don’t have overpriced products that you might be talked int once you are older and not quite as sharp, or if you pass your spouse might be […]sport
- Re: Commercial Real Estate knowledge and/or experience? Help!! January 21, 2021Please note - this is an older resurrected post where the OP had already moved forward and purchased the 'business'. This is a related post by the OP on those events for anyone that is interested...... viewtopic.php?f=2&t=323013&p=5436295#p5436295smitcat