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 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.
August 16, 2021: Smart Factor ETFs Review
We review smart factor ETFs and our smart factor ETF portfolio.
August 9, 2021: Best Global Allocation Funds vs. MyPlanIQ ETF Portfolios
We continue to show that our ETF portfolios have outperformed even the best global allocation funds.
August 2, 2021: Major Asset Trends And Market Internals
The review of current market internals reveals some big concern.
July 26, 2021: Ultra Short Term Bond ‘Money Market’ Portfolio And Banking
We review our ultra short term bond fund portfolio and discuss how it fits to be a money market fund substitute.We also again discuss how to utilize a brokerage account for banking activities.
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: Non-US citizen: Trad 401k vs Roth 401k vs Taxable account January 24, 2022gougou wrote: ↑Mon Jan 24, 2022 1:14 am If you plan to go back to India, pre-tax 401k is a no-brainer. You are saving 33%+ tax right now to contribute. You’ll pay 15% withholding tax when you take it all out as an Indian resident. (Double check this with tax professionals) Not a tax professional, […]TedSwippet
- Re: Jeremy Grantham: 70% EM value+30% cash January 24, 2022maybe someday he'll be rightbog007
- Re: Moving back to Canada, expatriation exit tax and cap gains January 24, 2022todaysBob wrote: ↑Mon Jan 24, 2022 3:14 am gougou wrote: ↑Sun Jan 23, 2022 6:26 pm No you won’t be taxed in Canada because your cost basis will step up to the market value when you enter the Canadian tax system. So if your unrealized capital gain is below 744k you won’t pay US exit […]TedSwippet
- Re: Interesting Part Time Jobs January 24, 2022The Red Cross desperately needs volunteers for working at the pop-up blood drives. I donated today and am thinking of setting up more blood drive locations for them. Their website lets people sign-up online. But set-ups, take-downs, and greeters are common jobs. Some areas also need drivers to transport the blood. They also do year-round […]celia
- Re: Helping Divorced Mom Manage Finances January 24, 2022Concerned Daughter wrote: 3. I had no idea about the Roth conversions -- great to know. I will work on that with a tax accountant. Does anyone know if the accountant needs to be in the state in which she currently resides, or if it is okay to hire a tax accountant where I live […]Northern Flicker