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: My Company Didn't Update my 401K Contribution Amount September 29, 2020ryman554 wrote: ↑Tue Sep 29, 2020 9:03 am mjedwards409 wrote: ↑Mon Sep 28, 2020 3:44 pm 30% contributions for the rest of the year so I told my wife it would be a cheap Christmas this year. Why? Let's say that 8% of 3 quarters and 30% of 1 quarter of the year equals 13% […]mjedwards409
- Re: What type of accountant / lawyer for investigating $ exploitation of an elder? September 29, 2020ResearchMed wrote: ↑Tue Sep 29, 2020 9:35 am How would some entity (bank, etc.) know that there was a "new" POA and the one handed to them just now is no longer actually the correct one? Someone already having some, er, difficulties with honesty surely won't be saying that "there might be [or there IS] […]increment
- Re: My LenderFi refinance is going well September 29, 2020presto987 wrote: ↑Tue Sep 29, 2020 8:39 am gadoc wrote: ↑Tue Sep 29, 2020 7:31 am I refinaced with lenderfi< 6 Months ago and got a rate of 3% for 30 year. I have been shopping around and I found a no-cost option for 2.2 530 year at a different company which I would like […]dlrkw9mu
- Re: Vanguard will be moving their mail operations to El Paso in the future September 29, 2020This slowed down a TIRA transfer I did between Vanguard and my credit union. In that case, my credit union had to contact Vanguard, and they must have used the "old" address. This process stretched into a two month timeframe and required 3 calls to Vanguard in which everyday they were experiencing "an extremely high […]Dude2
- Re: VHT And VNQ September 29, 2020anaelmasri wrote: ↑Tue Sep 29, 2020 12:37 am Then is adding individual stocks as jnj or ko for example instead of the sector etf at 5% for long term is a better choice ? My suggestion is simply use a single target date fund or Vanguard LifeStrategy fund in your IRA, and contribute the maximum […]ruralavalon