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.
August 31, 2020: Investing In An Ultra-Low Return Environment
We review the current ultra-low return environment and discuss how to derive better returns.
August 24, 2020: Target Maturity Bond ETFs For Short Term Cash
We discuss how to utilize target maturity bond ETFs for short term cash needed.
August 17, 2020: Newsletter Collection Update
We list newsletters that have been published since last December.
August 10, 2020: Fixed Income In A Speculative Era
We examine possible future scenarios on bonds and stocks and conclude that an active tactical bond fund portfolio like our total return bond fund portfolios are more likely to outperform stocks in the coming years
August 3, 2020: Sound Investment Strategies
We revisit the concept of a sound investment strategy and look at some of long running portfolios monitored by MyPlanIQ. We also discuss the current market conditions.
July 27, 2020: Total Return Bond Funds Update
We update and review total return bonds we use for our fixed income portfolios.
July 20, 2020: Divergence Between Value And Growth Stocks Everywhere
Growth stocks have outperformed value stocks for a long period of time. We look at how this affects allocation funds’ performance.
July 13, 2020: Short Term Cash, Treasury Bills, CDs And Future Fixed Income
We report the ultra low interests paid by banks, Treasuries and brokerage money market funds. We also discuss what to do with one’s fixed income investments going forward.
July 6, 2020: Bond ETFs vs. Bond Mutual Funds
Bond ETFs, unlike stock ETFs, are still limited with bonds’ liquidity and can still have large discount over their NAVs during a market crisis.
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: Kamado grill December 4, 2020I’d look for this deal to pop up again https://slickdeals.net/f/14628826-kamad ... rchV2Algo1Rex66
- Re: CAPE: A much stronger predictor of stock returns than many think December 4, 2020Barsoom wrote: ↑Thu Dec 03, 2020 6:34 pm I've been reading this with interest, although my acumen is not up to the level of the rest of you. What I'm interested in is the impact of the total return EPS on CAPE. I ask this because I posted this chart in the so-called "debunked" thread […]abc132
- Re: Warren Buffett: "Don’t Invest This Way" December 4, 2020I wish I had bought some Pfizer stock last year....UpperNwGuy
- Re: Is Health Savings Account (HSA) worth it? December 4, 2020You should not get an expensive plan just to get access to HSA. Run the numbers from last year, how much would you have paid using these plans for your visits and prescriptions? Don't let the HSA tail wag the family healthcare dog.bogledogle
- Re: Is there a special 2020 gifting loophole above the $15k that must be done by 12/31? December 4, 2020Can you tell us if the size of her estate is above $3.5 million? That will get more informed responses from this board. Whether or not the current high limit of over $11 million is repealed or not in 2021 is not an allowed topic here, but the fact that under current law this will […]dmcmahon