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 way 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: Should I keep my 400K term Life Ins now that I an retired July 2, 2022trueson1 wrote: ↑Tue Jun 28, 2022 4:19 pm Advice from my Bogelhead friends please: I retired at the end of 2021. I have a 400K term life ins plan until I am 68 (currently 66) that costs me $1260/yr. We have ~1.8M in IRA (~80/20 - Regular/Roth assests) and 200K taxable Income: 27K annual pension, […]marcopolo
- Re: Vanguard vs Schwab vs Fidelity for young/new investor July 2, 2022mkc wrote: ↑Fri Jul 01, 2022 9:21 pm starboi wrote: ↑Fri Jul 01, 2022 8:31 pm Iorek wrote: ↑Wed Apr 28, 2021 9:18 am I have heard repeatedly that Vanguard manages its index funds in an especially tax efficient way so I went looking for some evidence/quantification of that and I what I found on […]starboi
- Re: How do the bad guys do it? (credit/debit card numbers) July 2, 2022There are many ways a card can be compromised. I suspect the most prominent way in today's environment is within the computer systems either at the card provider or at the merchant that has taken the card as payment. I've had experiences (more than once unfortunately) where a debit card I literally never used was […]markjk
- Re: Talk my daughter out of this plan July 2, 2022They may just out gain the average bogle head and that's not just a small chance. I see a lot of people say they are wrong but that's not a fact. They are just not using the bogle head way which is a safer, slower, and steadier path. They are able to absorb more risk. […]Zedon
- Re: Stairs- going from carpet to hard material- slip concerns? July 2, 2022Considered some type of stair tread covers?invest4