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: Should I keep my 400K term Life Ins now that I an retired July 2, 2022trueson1 wrote: ↑Tue Jun 28, 2022 4:19 pm Advice from my Bogelhead friends please: I retired at the end of 2021. I have a 400K term life ins plan until I am 68 (currently 66) that costs me $1260/yr. We have ~1.8M in IRA (~80/20 - Regular/Roth assests) and 200K taxable Income: 27K annual pension, […]marcopolo
- Re: Vanguard vs Schwab vs Fidelity for young/new investor July 2, 2022mkc wrote: ↑Fri Jul 01, 2022 9:21 pm starboi wrote: ↑Fri Jul 01, 2022 8:31 pm Iorek wrote: ↑Wed Apr 28, 2021 9:18 am I have heard repeatedly that Vanguard manages its index funds in an especially tax efficient way so I went looking for some evidence/quantification of that and I what I found on […]starboi
- Re: How do the bad guys do it? (credit/debit card numbers) July 2, 2022There are many ways a card can be compromised. I suspect the most prominent way in today's environment is within the computer systems either at the card provider or at the merchant that has taken the card as payment. I've had experiences (more than once unfortunately) where a debit card I literally never used was […]markjk
- Re: Talk my daughter out of this plan July 2, 2022They may just out gain the average bogle head and that's not just a small chance. I see a lot of people say they are wrong but that's not a fact. They are just not using the bogle head way which is a safer, slower, and steadier path. They are able to absorb more risk. […]Zedon
- Re: Stairs- going from carpet to hard material- slip concerns? July 2, 2022Considered some type of stair tread covers?invest4