March 1, 2021: Average 20% Annual Returns: The Upper Bound Of Stock Investments?!
We discuss Berkshire Hathaway’s annual returns and compare that with a top mutual fund and one of our model portfolios.
February 22, 2021: Rising Bond Yields And Current Stock Trends
We review current bond yields and look at stock internal trends to see how much stocks are affected.
February 8, 2021: Total Return Bond ETFs Review
We looked at some new total return bond ETFs and review our ETF fixed income portfolio.
February 1, 2021: REITs And Major Asset Trends
We review major asset trends and also look at REIT sectors in more details.
January 25, 2021: Industry ETFs And ARK ETFs Portfolios
We discuss our industries ETF rotation portfolio and its use of ARK ETFs. We also discuss ARK investment methodology.
January 11, 2021: Smart Cash Management: Can I Just Withdraw From My Bond Portfolio?
We show studies on regular withdrawal for relatively stable monthly spending need on some bond funds and portfolios. We conclude that if this approach is applied for a long period of time, it can actually result in much better than short term cash withdrawal approach.
January 4, 2021: Our Investment Philosophy For 2021 And Beyond
We summarize our investment philosophy in order for our subscribers to understand our services more clearly.
December 14, 2020: Style and Factor ETFs Portfolio Reviews
We review our style and factor ETF momentum portfolios and discuss their construction.
December 7, 2020: A Really Long Term (30 Years) Stock Returns
We look at Japanese stock returns and discuss the current US stocks long term returns
November 30, 2020: Higher Return Portfolios: Part 2
We further study higher return portfolio using industry ETFs.
November 16, 2020: Higher Return Portfolios
We present several advanced portfolios whose returns are boosted by technology funds.
November 9, 2020: Fixed Income Funds Update
We review PIMCO bond funds whose manager won the Morningstar award.
November 2, 2020: Polls Are Useless vs. This Investment Strategy Doesn’t Work!
We argue that one shouldn’t quickly accept or dismiss an election poll just because a low probability event occurs. This is similar to an investment strategy
October 26, 2020: Recent Improvements
We describe our recent change, improvements and offerings to our subscribers
October 19, 2020: REIT Indexes As Businesses
We look at US REIT indexes and again find that they represent some good businesses in REITs.
October 12, 2020: Stock Indexes As Businesses
We look at S&P 500 index as a business again and examine its important metrics.
October 5, 2020: Asset Trend Review
We review current market situations and pointed out that asset prices are buoyed with monetary and fiscal policies even when the pandemic drags on.
September 28, 2020: Retirement Spending: Your Portfolio’s Volatility Matters
We look at how the volaitlity of a portfolio affects retirement spending and purchase power again by studying two portfolios.
September 21, 2020: Boring Utility Stocks Are Excellent Long Term Winners
Boring utility stocks can actually deliver similar or better returns, especially when a long term market timing is applied. This makes it appealing to income investors..
September 14, 2020: Surprised, Active Fixed Income Investors Have Done Better Than Stock Investors For The Last 20 Years!
We showed that bond investments actually have done better than stock investors since 2000. We also discuss that bond investments will likely outperform stocks in the next decade.
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: Roast me! ER doctor portfolio March 7, 2021I second Klangfool, etc. I find OP more interested in getting congratulatory and minor tweak feedback. What Klangfool is asking is such a key question that will clue in on whether the current allocation is appropriate, and yet look at OP’s response. We recently reached a major portfolio milestone rather suddenly and have realized our […]Poppy1234
- Re: Tracking my ARK / Bitcoin - non-Boglehead portfolio March 7, 2021How are we doing? Do ARK funds still comprise 39% of your portfolio? In the original post you had it at 36%. I may have missed it somewhere but do you have a rebalancing plan in place? Does nee money do ow in at your original allocation? I appreciated your original post and the opportunity […]calvin+hobbes
- Re: General question about non mutual fund vehicles in 401k March 7, 2021alex_686 wrote: ↑Sat Mar 06, 2021 11:13 pm Makefile wrote: ↑Sat Mar 06, 2021 10:52 pm Is it a collective investment trust? Those are only allowed in 401(k)s because they aren't up to the same regulations as mutual funds, including not having to calculate and distribute dividends, and in theory can be offered at lower […]Dug8498
- Re: Why the disdain for managed funds like ARKK that destroy total market funds? March 7, 2021fwellimort wrote: ↑Sun Mar 07, 2021 1:32 am I personally don't hate managed funds. I don't use them but I have respects for those that did beat the market. Also, as an individual, you honestly just need to beat the market once to have life changing sum. Look at RoaringKitty (the GME person). One right […]renewed
- Re: Method of Averaging Duration of Multiple Bond ETFs March 7, 2021Your method 1 is how I think of it. It's a simple algebra problem, find the split between BSV and BLV such that the overall account has duration 10 years. Let x = percent of bonds in BSV, then (1-x) = percent of bonds in BLV. x*2.75 + (1-x)*16.35 = 10 2.75x + 16.35 - […]trigger08