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
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- Re: Muni bonds in the 24% tax bracket? August 4, 2021Raspberry-503 wrote: ↑Tue Aug 03, 2021 12:56 pm I keep reading that Muni bonds are mostly useful when you are in the higher tax bracket. We've hovering right at the boundary of the 22% and 24% ax bracket, although I suspect we will be at the bottom of the 24% for at least the next […]hudson
- Re: Another question re: keeping or selling life insurance policies August 4, 2021golfrgirl wrote: ↑Tue Aug 03, 2021 1:30 pm Stinky: Thank you for your post. Yesterday I did, indeed, deal with each of these policies and have surrendered them. Doing some back-of-the-napkin math, the returns are lower than I would expect if I just invest the funds going forward. Now, the tax-avoidance is another issue, but […]tj
- Re: Vanguard Trust account keeps sending paper statements August 4, 2021I just called Vanguard and was told they have to send paper statements for Trust accounts. This thread is a little old, have any of you with a Trust managed to go paperless recently?zaplunken