Advanced Portfolios Review
We look at our advanced portfolios and show that in the long term, these portfolios have been able to outperform popular asset allocation portfolio, both in terms of returns and risk reduction.
Building a Well-Balanced Retirement Portfolio with the FOOT LOCKER 401(K) PLAN
Introduction Planning for retirement is a critical financial goal, and constructing a diversified asset allocation portfolio is a key component of achieving that goal. The FOOT LOCKER 401(K) PLAN offers a selection of investment options, and in this article,...
Constructing a Diversified Asset Allocation Portfolio for the Community Trust Bancorp Employee Stock Ownership Plan
Planning for retirement is a significant financial milestone, and constructing a well-balanced retirement portfolio is essential to achieve your long-term financial goals. For employees participating in the Community Trust Bancorp, Inc. Employee Stock Ownership Plan...
Growth At A Reasonable Price (GARP) Stock ETFs
We discuss two Growth At A Reasonable Price (GARP) ETFs: T. Rowe Price Capital Appreciation ETF TCAF and Invesco S&P GARP ETF SPGP. We further show one can again do better to outperform PRWCX by utilizing the GARP ETFs and total return bond 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: Can't swim after 4 lessons at Y. Am I a bad student or is this typical? April 27, 2024Stick with it OP. It doesn't matter how long it takes. Swimming is an absolute necessity. Not competitively, but as a survival skill. Anyone with kids, they should learn to swim today. My kids learned shortly after they learned to breathe- not quite, but they were swimming like fish before they were 6 months old. […]Angel of Empire
- Re: Wanting to buy the house next door April 27, 2024Talk to a real estate attorney, I suspect they know how things work or know who does. The attorney is the vital person to have. The real estate agent is not needed… keep your money.invest4
- Re: Never used BOFA Debit card, online fraudulent transaction April 27, 2024Use ATM card. Banks and credit unions prefer you to use debit but will issue ATM card if you ask.gotoparks
- Re: Selling rental or less to 401k April 27, 2024Kal1981 wrote: ↑Thu Apr 25, 2024 8:45 pm Looking for some feedback. I’m 43 and currently max out my 401K and Backdoor Roth. I plan to retire between age 57-60, depending on the economy. 401k is around $560k and Roth is $50k. My wife and I both have pensions at retirement. Our current monthly mortgage […]4nursebee
- Re: International (Non-US) versus US Equities (The "Arguments") April 27, 2024SB1234 wrote: ↑Sat Apr 27, 2024 2:48 am watchnerd wrote: ↑Sat Apr 27, 2024 2:20 am SB1234 wrote: ↑Sat Apr 27, 2024 2:12 am No I said only for a boglehad who accepts weak EMH. Because boglehead is passive investor with no special private information or model. I don't recall John Bogle saying Bogleheads must […]watchnerd