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January 25, 2021: Industry ETFs And ARK ETFs Portfolios

January 25, 2021: Industry ETFs And ARK ETFs Portfolios

Jan 26, 2021

We discuss our industries ETF rotation portfolio and its use of ARK ETFs. We also discuss ARK investment methodology.  

January 11, 2021: Smart Cash Management: Can I Just Withdraw From My Bond Portfolio?

January 11, 2021: Smart Cash Management: Can I Just Withdraw From My Bond Portfolio?

Jan 12, 2021

We show studies on regular withdrawal for relatively stable monthly spending need on some bond funds and portfolios. We conclude that if this approach is applied for a long period of time, it can actually result in much better than short term cash withdrawal approach.  

January 4, 2021: Our Investment Philosophy For 2021 And Beyond

January 4, 2021: Our Investment Philosophy For 2021 And Beyond

Jan 5, 2021

We summarize our investment philosophy in order for our subscribers to understand our services more clearly.  

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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Information provided by the website could be time-sensitive and out of date.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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