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July 27, 2020: Total Return Bond Funds Update

July 27, 2020: Total Return Bond Funds Update

Jul 28, 2020

We update and review total return bonds we use for our fixed income portfolios.  

July 20, 2020: Divergence Between Value And Growth Stocks Everywhere

July 20, 2020: Divergence Between Value And Growth Stocks Everywhere

Jul 21, 2020

Growth stocks have outperformed value stocks for a long period of time. We look at how this affects allocation funds’ performance.  

July 13, 2020: Short Term Cash, Treasury Bills, CDs And Future Fixed Income

July 13, 2020: Short Term Cash, Treasury Bills, CDs And Future Fixed Income

Jul 14, 2020

We report the ultra low interests paid by banks, Treasuries and brokerage money market funds. We also discuss what to do with one’s fixed income investments going forward.  

July 6, 2020: Bond ETFs vs. Bond Mutual Funds

July 6, 2020: Bond ETFs vs. Bond Mutual Funds

Jul 7, 2020

Bond ETFs, unlike stock ETFs, are still limited with bonds’ liquidity and can still have large discount over their NAVs during a market crisis.  

Diversified Asset Allocation Portfolios For Your Plans
  • ETF/Mutual Fund Portfolios
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  • Plan Rating, 401K/IRA Rollover
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*Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser. MyPlanIQ is not affiliated with any retirement plan and brokerages

Investment strategies, results and any other information presented on the website are for education and research purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations.

Information provided by the website could be time-sensitive and out of date. There is no guarantee for accuracy and completeness for the contents on the website. Contents are subject to change without notice.

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