by Danny Lee | Jan 9, 2014 | Asset-Allocation, Headline, Inv, Investments, IRA, Portfolios
Alexander Green proposed this The Gone Fishin’ Portfolio which was outlined in his book ‘The Gone Fishin’ Portfolio’. Based on the book, the following is the allocation using Vanguard low cost index funds (in the popular Bogleheads...
by Danny Lee | Jan 8, 2014 | Asset-Allocation, Headline, Inv, Investments, IRA, Portfolios
Craig L. Israelsen, Ph.D., is an Associate Professor at Brigham Young University in Provo, Utah where he teaches Personal and Family Finance to over 1,200 students each year. The Israelsen Seven Equally Weighted is aimed to protect the portfolio against losses. The...
by Danny Lee | Dec 13, 2013 | Asset-Allocation, Headline, Inv, Investments, IRA, Portfolios
Schwab initially only made its own ETFs commission free for clients in Schwab accounts. It has since dramatically expanded its offerings to 105 ETFs. These funds enable participants to gain exposure to 6 major assets: US Equity, Commodity, Foreign Equity,...
by Danny Lee | Dec 11, 2013 | Asset-Allocation, Headline, Inv, Investments, IRA, Portfolios
Schwab’s Income Select List was developed and is managed by the Charles Schwab Investment Advisory, Inc. (CSIA) experts and includes mutual funds that have met their rigorous criteria, including both quantitative and qualitative factors. All are no-load and...
by Danny Lee | Nov 25, 2013 | Asset-Allocation, Headline, Inv, Investments, IRA, Portfolios
Fidelity has a suite of commission free ETFs. We use these ETFs to construct an investment plan Fidelity Commission Free ETFs. The plan consists of 65 funds. These funds enable participants to gain exposure to 5 major assets: US Equity, Foreign Equity,...
by Danny Lee | Nov 15, 2013 | Bonds, Headline, Inv, Investments, Mutual-Funds
Inflation protected bonds (TIPS) have been weak recently, along with general bond markets. The following shows how these bonds have performed: Ticker/Portfolio NameYTDReturn**1Yr AR3Yr AR5Yr AR10Yr AR TIP (iShares Barclays TIPS Bond) -7.4% -8.3% 2.7% 6.1% ...
by Danny Lee | Nov 14, 2013 | Asset-Allocation, Headline, Inv, Investments, IRA, Portfolios
John Wasik has been a professional journalist and author for 30 years specializing in personal finance, the environment, investing and social issues. John has proposed a Nano plan investment portfolio which employs just a handful of index or ETFs to cover virtually...
by Danny Lee | Nov 13, 2013 | Headline, Inv, Investments, Mutual-Funds, Stocks
Municipal bonds recently took a beating, along with general bonds. However, as cities and local state governments have improved their financial recently, these bond mutual funds exhibit some good value again. Investors can look at high yield municipal bond funds...
by Danny Lee | Nov 7, 2013 | Asset-Allocation, Headline, Inv, Investments, IRA, Mutual-Funds, Portfolios
FundAdvice Ultimate Buy and Hold Portfolio is a long running portfolio that is tracked on MarketWatch.com’slazy portfolios, maintained by Paul Farrel. The portfolio was proposed by Paul Merriman, who has been an advocate on asset allocation and some...
by Danny Lee | Nov 4, 2013 | Asset-Allocation, Headline, Inv, Investments, IRA, Portfolios
Vanguard now has one of the largest ETF lineups. Continuing their low cost index fund tradition, Vanguard has made these ETFs have extremely low (if not lowest) cost. If you have a brokerage account at Vanguard, you can also trade these ETFs commission free. For more...
by Danny Lee | Nov 1, 2013 | Asset-Allocation, Bonds, ETFs, Headline, Inv, Investments, Personal-Finance, Portfolios
The latest fixed income segment trend scores: Fixed Income Assets Trend 10/31/2013 DescriptionSymbol1 Week4 Weeks13 Weeks26 Weeks52 WeeksTrend Score High Yield JNK 0.0% 2.06% 3.11% -0.06% 6.78% 2.38% Short Term Credit CSJ 0.08% 0.23% 0.61% 0.4% 0.98% 0.46%...
by Danny Lee | Oct 31, 2013 | Bonds, ETFs, Headline, Inv, Investments, Mutual-Funds, Stocks
Templeton global bond fund, PIMCO Foreign bond fund and the other two world bond funds have best 10 year world bond investment records. Templeton world and international bond funds, however, stand out by delivering the best 10 year return with a big margin: ...
by Danny Lee | Oct 25, 2013 | Headline, Inv, Investments, Mutual-Funds, Stocks
Investing in high yield bonds, if managed properly, can be rewarding. The following is the the list of top 10 high yield bond funds: Portfolio Performance Comparison Ticker/Portfolio Name1 WeekReturn*YTD Return**1Yr AR1Yr Sharpe3Yr AR3Yr Sharpe5Yr AR5Yr...
by Danny Lee | Oct 21, 2013 | Asset-Allocation, Headline, Inv, Investments, IRA, Portfolios
Like other brokerages, ETrade also provides a list of commission free ETFs. However, these ETFs are mostly low volume sector or specific ETFs that, unlike broad based ETFs, can not be used to construct a sound asset allocation portfolio. However, ETrade does provide...
by Danny Lee | Oct 18, 2013 | Headline, Inv, Investments, Mutual-Funds, Stocks
Schwab has introduced ultra low cost ETFs to compete against Vanguard. These ETFs can be also traded commission free in a Schwab brokerage account. However, unlike Vanguard, Schwab includes other brand ETFs in its commission free ETF line ups....
by Danny Lee | Oct 11, 2013 | Asset-Allocation, Headline, Inv, Investments, IRA, Portfolios
Craig L. Israelsen, Ph.D., is an Associate Professor at Brigham Young University in Provo, Utah where he teaches Personal and Family Finance to over 1,200 students each year. The Israelsen Seven Equally Weighted is aimed to protect the portfolio against losses. The...
by Danny Lee | Oct 10, 2013 | Asset-Allocation, Headline, Inv, Investments, IRA, Portfolios
In his Fail-Safe Investing book, Harry Browne proposed this one size fit all portfolio that he called ‘permanent portfolio’. His theory has been discussed in numerous articles like this. A mutual fund PRPFX was constucted and named...
by Danny Lee | Oct 9, 2013 | 401K, 403B, Asset-Allocation, Headline, Investments, Portfolios
Advanced Micro Devices (AMD) is one of the largest semiconductor companies. It products include microprocessor and graphics ICs. Advanced Micro Devices Inc (AMD) Retirement Savings Plan is a simple plan that consists of most Vanguard funds and a...
by Danny Lee | Oct 4, 2013 | Asset-Allocation, Headline, Inv, Investments, IRA, Portfolios
The Coffee House Lazy Portfolio ETF Version is a plan that uses ETFs instead of index funds for the plan The Coffee House Lazy Portfolio. Since many ETFs have short history, only recent history is meaningful here. Here is the description of the plan: Bill...
by Danny Lee | Oct 3, 2013 | Asset-Allocation, Headline, Inv, Investments, IRA, Portfolios
As many brokerages such as Fidelity and Schwab plans, Vanguard provides a list of commission free ETFs. They are essentially all of Vanguard ETFs. Clients can trade these ETFs in a Vanguard brokerage account for free. For more details, please...