February 2025 MyPlanIQ Portfolio Update
In this issue:
- QARP: Quality at a Reasonable Price — Graham’s Framework for Defensive Investors
- Fund Analysis: QARP-style ETFs
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
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A cheat sheet for the important milestone ages such as Rule of 55, Catch-up Contributions, Medicare age,…
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Option-based income funds can be a valuable tool for income-focused investors, particularly in low-yield environments. However, their higher expenses, potential underperformance, and tax implications necessitate a cautious approach.
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Top 15 ETFs that average 401(k) investors can use to construct a solid asset allocation portfolio for their self-directed brokerage accounts.
Top 15 Large Companies with the Highest Employer Match Rate per Employee: this group of companies have the highest matching rates to reward their employees’ retirement savings.
Top 15 Large Companies Offering the Most Generous Employer Matches: this group includes airline pilots, physicians, consultants and transportation companies.
Top 7 Companies with Billion-Dollar Contributions to Employee Retirement Plans, compared with only 5,000 U.S. companies that have more than a billion dollar annual revenue.
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Top 9 Most Popular Stock Funds in 401(k) Retirement Plans include actively managed funds by excellent managers and several ultra-low cost Vanguard stock index funds. It also features their latest return figures.
Top 11 Most Popular Bond Funds in 401(k) Retirement Plans include actively managed funds by award winning managers and ultra-low cost bond index funds. It also has its latest return figures.
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