September 28, 2015: Risk Managed Strategic Asset Allocation Portfolios Revisited
At the current market environment, it is pertinent to explore how to adding a risk management layer to a strategic buy and hold portfolio.
August 17, 2015: ETF or Mutual Fund Based Portfolios
The latest newsletter collection that incorporates newsletters since last update in March.
MyPlanIQ Newsletter: Core ETF Commission Free Portfolios
We modified several brokerage specific commission free plans to make them less bloated and easier to maintain.
June 8, 2015: High Yield Bonds As An Asset Class?
High yield bonds are not necessary in asset allocation. They can be substituted with highly liquid and pure stock and Treasury indexes.
June 1, 2015: Summer Blues?
Stocks are historically weaker in summer. This is one of few prominent stock market anomalies investors should be aware to make a proper risk management decision.
May 26, 2015: Cash, Bonds and Stocks In A Rising Rate Environment
Looking at historical data, one can see that in the rising rate environment from 1940-1982, stocks tended to do better while in the meantime, bonds suffered. But are we in a similar era as in those years?
August 11, 2014: What To Do In Overvalued Stock Markets
Switching to tactical asset allocation in an overvalued stock market can be beneficial, as shown by a modified method based on Shiller’s long term stock market valuation metric.
August 4, 2014: Is This The Peak Or Correction?
We discuss whether this is the long overdue correction. We also discuss the importance to have a plan when a prediction goes wrong.
July 28, 2014: Stock Musings
To be or not to be in the current over valued stock markets? It all depends on where you are at the moment. The best way is to adopt a systematic way to invest.
July 21, 2014: Permanent Portfolios & Four Pillar Foundation Based Framework
We looked at four pillar based investment framework and discuss why it is still valuable for our investment methodology.
July 14, 2014: Composite Portfolios Review
We review our best composite portfolios that we believe can be useful for many investors.
July 7, 2014: Portfolio Behavior During Market Corrections
We compared and contrasted tactical and strategic portfolios during market corrections in the last 23 years.
June 30, 2014: Half Year Brokerage ETF and Mutual Fund Portfolios Review
We review asset class performance and portfolio performance. We are cautious on the current market condition.
May 20, 2013: New Features: FolioInvesting One-Click, Portfolio Dividend & Static Portfolio Change
We introduce several new features including email attachment for FolioInvesting portfolio allocations, portfolio dividend data and dynamically changing a static portfolio while maintaining historical performance data.
Asset Class Trend: Large Cap Growth Stocks Stand out
In this volatile and uncertain environment, proper asset allocation is the first step to ensure safety for a long term retirement investment (such as a 401K, 403B or variable annuity) portfolio. The second step is to decide what to invest in each asset identified in...
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: Making Windows 11 Look Like Windows 95? April 26, 2024LiterallyIronic wrote: ↑Thu Apr 25, 2024 12:05 pm Valuethinker wrote: ↑Thu Apr 25, 2024 3:17 am But what would drive a company/ user to go back before the Win 7 User Interface? I could see someone wanting it to look like Windows XP, but before that seems so rudimentary that wanting to go back to […]Valuethinker
- Re: Die with Zero - opinions? April 26, 2024andypanda wrote: ↑Tue Apr 23, 2024 7:54 am "there's no way to save enough money for a worst-case health scenario" Of course there is. You just have to want to do it and then go out and do it. If you don't want to, well, okay. Well…no. It would be nice to believe that we […]BirdFood
- Re: Who has roadside coverage experience with Chase? April 26, 2024We keep AAA — a joint membership for husband & me and another for son and daughter. Ours is just 5 miles towing included. Theirs is the 100 miles towing, which has been used. The “kids” have older cars and drive further distances. Husband’s car is also old (1998). I feel peace of mind for […]HIinvestor
- Re: Talk to me about Qualified Charitable Contributions (QCDs) from traditional IRAs April 26, 2024According to Fidelity & donors, if you make a QCD with them for under $3000/donor, you have to notify them that a donation was made by you to get the letter, as the check doesn’t list your bake & contact info. The donors we reach out are happy to send us letters that the donations […]HIinvestor
- Re: US Treasury value lower than 100? April 26, 2024ccw wrote: ↑Fri Apr 26, 2024 3:19 am Thus why should I purchase new issued bill, since I can get a more cheaper price from the secondary market? Will there be any transaction fee to purchase from secondary market? You don’t know that it would be cheaper next time; next time it might go the […]BirdFood