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July 19, 2021: Take The Challenge of The ‘Best’ Balance Fund
We examine the best balance fund, T.Rowe Price capital appreciation fund and discuss our confidence to outperform it.
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July 12, 2021: The Long Forgotten Bear Market Cycles
We examine S&P 500 index total returns in its 93 plus year history and reveal that there are many bear or flat periods that are longer than 20 years. It’s important to be cautious and understand that the current bull market might end one day and likely enters a long period of bearish or flat market.
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June 28, 2021: Resuming Growth Trends Chaotically?
We review major asset trends and point out that large growth stocks are again in favor. We also speculate that the current market rise might be the final thrust before a big correction.
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June 21, 2021: Stocks Are Not Replacement Of Bonds
We discuss why bonds are still important and show that our portfolio actually outperformed S&P 500 since 2001.
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June 14, 2021: Outperform The Best Performing PIMCO Income Bond Fund
We review and compare our bond portfolios against the best bond fund PIMCO Income fund and show that our portfoios have outperformed it.
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June 7, 2021: “Good” S&P Sectors
We show how to use ‘good’ S&P 500 sectors to build portfolios that outperform S&P 500 index by good margins.
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May 24, 2021: Newsletter Collection Update
We look at the FIRE Financial Independence, Retire Early investment portfolios and withdrawals.
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May 17, 2021: Total Return Bond ETFs Review
We review and compare our total return bond mutual fund and ETF lineups. We then discuss two new total return bond ETFs that are promising.
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May 3, 2021: Inflation, Sub Zero Interest Rate …
We discuss inflation, valuation and risk in the current environment in the context of the latest commentaries by Warren Buffett and Charlie Munger in Berkshire’s annual meeting this weekend.
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April 26, 2021: The Best Active Fixed Income Funds Are Still Hard To Beat
PIMCO income and investment grade bond funds have outperformed their index funds consistently for the past 10 years and going. Some actively managed mutual funds are still hard to beat by low cost index funds including those Vanguard Dimensional Funds.
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April 19, 2021: New And Old Useful Features
We review several useful features. Our new powerful chart now replaces the old Flash chart.
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April 12, 2021: Risk Parity Funds In Current Environment
Risk parity strategy had done well until last year. We discuss their recent performance and the difficulties it’s facing going forward.
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April 5, 2021: DoubleLine Shiller CAPE 10 Based Funds Update
We review DoubleLine Shiller funds and discussed their strategies and their outperformance.
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March 29, 2021: International Stocks vs. US Stocks
We look at the valuation of international and US stocks. We further discuss how to utilize international stocks to diversify investments.
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March 22, 2021: Ultra Short Term Bond ETF Portfolio As A Money Market Fund
We introduce MPIQ Ulta Short Term Bond ETF portfolio and show that it’s as safe as a money market fund but offers higher returns.
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March 15, 2021: Make Your Own Private Bank
A brokerage investment account, used properly and consistently, can provide most banking services one needs.
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March 8, 2021: The Not So Orderly Market Rotation Amid Rising Bond Yields
We examine the current market disruption and discuss what to do with it.
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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.
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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.
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February 8, 2021: Total Return Bond ETFs Review
We looked at some new total return bond ETFs and review our ETF fixed income portfolio.
