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.
June 29, 2020: Industry Sector ETF Rotation With Composite Momentum
We introduce industry ETF rotation portfolio.
June 22, 2020: Industry Sector Rotation With Composite Momentum
We review Fidelity select fund momentum portfolios.
June 15, 2020: Advanced Minimum Equity Portfolios
We look at combining advanced tactical portfolios with some minimum stock exposure.
June 8, 2020: Recent Positive Developments
Being rigorous and objective, we point out a few positive recent developments.
June 1, 2020: Minimum Equity Portfolios
Our AAC (Asset Allocation Composite) portfolios now have minimum stock allocations. We also discuss the current market conditions in depth.
May 18, 2020: Core Satellite Portfolios In The Current Pandemic
Core satellite portfolios again excel in the current pandemic.
May 11, 2020: Asset Trends Review
We review major asset trends and discuss their implications.
May 4, 2020: The Real, Sensible And Wise Warren Buffett
We find a more assuring Warren Buffett amid his seemingly pessimistic annual shareholding metting.
April 27, 2020: Total Return Bond Funds & Portfolios
We review our total return bond fund based portfo
Diversified Asset Allocation Portfolios For Your Plans
Featured Brokerage Plans
| Vanguard ETF: | 10%* |  |
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| Six Core Asset ETFs: | 10%* | |
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Bogleheads Latest Posts
- Re: Sell My Car To Carvana? September 27, 2020I also had a seamless selling experience to Carvana. I wasn't actually trying to sell my car but heard through other forums that they were making crazy offers, which turned out to be true. I will say though that they barely inspected my car. I probably wouldn't buy from Carvana, unless I was willing to […]vfinx
- Re: Would you pay off a 1.5% school loan September 27, 2020FiveK wrote: ↑Sat Sep 26, 2020 5:29 pm EnjoyIt wrote: ↑Sat Sep 26, 2020 4:47 pm ...school loans at 1.5% ...2.75% mortgage. Short answer to the thread title: no. Longer answer: if you want to pay off any debt, paying the 2.75% mortgage makes more sense - and even that depends on your expected bond […]EnjoyIt
- Re: Does the three fund portfolio provide adequate protection from inflation? September 27, 2020There is almost always a better portfolio than the portfolio you hold when viewed in retrospect. The problem is knowing in advance what challenges one’s portfolio will face. Author William Bernstein has written a short booklet entitled “Deep Risk” where he looks at his “4 horseman of the apocalypse”: Inflation, Deflation, Confiscation and Devastation. Bill […]David Jay
- Re: Refinance Mega Thread September 27, 2020akuseimark wrote: ↑Sat Sep 26, 2020 9:36 pm jco wrote: ↑Sat Sep 26, 2020 7:33 pm Marinermoose241 wrote: ↑Sat Sep 26, 2020 7:05 pm Going through my first refinance. Anyone hire a lawyer to read over the closing documents with you? Or are most reading them the day before by yourself/partner? I suspect that few […]BrandonBogle
- Re: The Economist: The age-old strategy of buying cheap shares is faltering September 27, 2020Seems like Wellington and Wellesley engage in the old-school value investing.rkhusky