High Yield Bonds Are Good Alternatives For Aggressive Fixed Income Investors
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
Trends, Factors & Indicators
We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.
Lazy Portfolios Review
We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.
‘Best’ Tactical Stock or Dividend Income Balanced Portfolios vs. Best Balanced Allocation Fund
We present our tactical balanced stock and dividend income portfolios that outperform the best balanced allocation fund T. Rowe Price capital appreciation fund PRWCX both in terms of returns and risk
January 18, 2022: Steady And Consistency Win In The Long Term
Sticking to a good investing strategy for a long period of time (20 years or longer) is the only way to reap benefits from the strategy
January 3, 2022: The Year In Rear View: Portfolio And Asset Class Review
We review our main portfolios in 2021..
December 13, 2021: Present And Future
We review asset trends and discuss future returns.
November 22, 2021: The ‘Best’ Balanced Fund Revisited
The T.Rowe Price Capital Allocation fund is again performing. However, we show that there are several ways to construct a portfolio to outperform it, both in terms of returns and risk .
November 15, 2021: Q&A On MyPlanIQ Strategies And Portfolios
This newsletter clarifies several FAQs on our model portfolios and strategies. .
November 8, 2021: Major Asset Returns In The Past Twenty Years
We look at major asset returns for the past 20 plus years and discussed their potential risk and returns.
November 1, 2021: Latest Momentum Factor ETFs Review
We review latest stock factor ETFs and point out they are very similar in terms of their indexing methodoloty.
October 25, 2021: A Long Term Theme Or Trend Doesn’t Necessarily Yield Good Returns
We discuss recent hot topic: theme based investing and conclude that a mega trend doesn’t equate a good long term return.
October 18, 2021: Dimensional Fund Advisors DFA ETFs
We look at Dimensional Fund Advisors recently convereted ETFs and compare them with Vanguard.
October 11, 2021: MyPlanIQ Ultra Short Term Bond Portfolio vs. Other Funds
We compare our ultra short term ETF portfolios with several famous bond funds. Specifically, we look at DoubleLine’s bond funds.
October 4, 2021: Asset Trends, Market Internals And Inflation Implication
We review asset and market internals and discuss the possible secular interest rate change and its implication.
September 27, 2021: Newsletter Collection Update
Regular newsletter collection update
September 20, 2021: Benchmarking MyPlanIQ Fixed Income Bond Portfolios
We continue review of our fixed income portfolios and compare with Trend Pilot bond ETF PTBD.
September 13, 2021: Benchmarking MyPlanIQ Tactical Portfolios
We compared our tactical portfolios with some popular tactical ETFs and mutual funds including Cambria global momentum GMOM and Ned Davis Tactical fund.
August 30, 2021: Invest And Speculate: A Sensible Alternative To Buy And Hold
We review a very sensible strategy that combines valuation and tactical strategies.
August 23, 2021: Style ETF Portfolio Review
We review style ETFs and portfolios that use same as candidate funds. We also discuss long term performance.
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: Is ChatGPT treating child tax credit correctly? December 10, 2023Fallible wrote: ↑Sun Dec 10, 2023 1:23 pm pizzy wrote: ↑Sun Dec 10, 2023 7:52 am People are still asking Chat GPT for answers on things that are important? And they are probably doing so by the millions. How wise that is depends largely on how well informed they are about the subject so they […]pizzy
- Re: Wine - Alcohol-free suggestions? December 10, 2023dukeblue219 wrote: ↑Sun Dec 10, 2023 9:04 am I don't see anyone bashing OP here? Not sure what the defensive posts are about. The folks saying "why" are saying it because the purpose of wine or beer is to get a little buzz, and if you remove that, there are plenty of other beverages out […]cs412a
- Re: What are your experience with Robo-Advisors December 10, 2023Robo advisors are not popular on this forum since it is about DIY. Other forums on Reddit for example it might be popular.gotoparks
- Re: What frugal thing did you do today? December 10, 2023I got a free $6 burger at Wendy's yesterday (with purchase- I got fries). They have a special offer everyday until Xmas. I don't eat a lot of fast food, but like deals when I do as some of the combos at the popular burger places are $15+ now which I think is crazy. I […]michaeljc70
- Re: What Tactical action steps before retiring you suggest? December 10, 2023printer86 wrote: ↑Sun Dec 10, 2023 12:48 pm I haven't read thru all the replies yet, so I apologize if my comments have already been stated. Things for the OP to consider when retiring in early 2024. The ACA calculates the premium subsidies based on your entire income for the year, not just post retirement […]eugeneD