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.  

We update and review total return bonds we use for our fixed income portfolios.  

Growth stocks have outperformed value stocks for a long period of time. We look at how this affects allocation funds’ performance.  

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.  

Bond ETFs, unlike stock ETFs, are still limited with bonds’ liquidity and can still have large discount over their NAVs during a market crisis.  

We introduce industry ETF rotation portfolio.  

We review Fidelity select fund momentum portfolios.  

We look at combining advanced tactical portfolios with some minimum stock exposure.  

Being rigorous and objective, we point out a few positive recent developments.  

Our AAC (Asset Allocation Composite) portfolios now have minimum stock allocations. We also discuss the current market conditions in depth. 

Core satellite portfolios again excel in the current pandemic. 

We review major asset trends and discuss their implications.