February 1, 2021: REITs And Major Asset Trends
We review major asset trends and also look at REIT sectors in more details.
January 25, 2021: Industry ETFs And ARK ETFs Portfolios
We discuss our industries ETF rotation portfolio and its use of ARK ETFs. We also discuss ARK investment methodology.
January 11, 2021: Smart Cash Management: Can I Just Withdraw From My Bond Portfolio?
We show studies on regular withdrawal for relatively stable monthly spending need on some bond funds and portfolios. We conclude that if this approach is applied for a long period of time, it can actually result in much better than short term cash withdrawal approach.
January 4, 2021: Our Investment Philosophy For 2021 And Beyond
We summarize our investment philosophy in order for our subscribers to understand our services more clearly.
December 14, 2020: Style and Factor ETFs Portfolio Reviews
We review our style and factor ETF momentum portfolios and discuss their construction.
December 7, 2020: A Really Long Term (30 Years) Stock Returns
We look at Japanese stock returns and discuss the current US stocks long term returns
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 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
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: Will the Fidelity Sharks Go After My Wife When I Kick the Bucket? April 28, 2024EnjoyIt wrote: ↑Sun Apr 28, 2024 2:57 pm Over the years I have educated my spouse on the basics of a three fund portfolio. She understands fees are bad. Upon death her instruction is to go to boglheads and ask for advice. This is an excellent idea. Who needs a paid adviser.Charles Joseph
- Re: Being Gifted Whole Life Insurance - Best Move and Tax Implications? April 28, 2024Normie wrote: ↑Sun Apr 28, 2024 3:42 pm Thank you for the reply. Yeah what's being transferred is the ownership of the policy. There is about 30K in the accumulation fund of the policy, on which taxes were not paid by me, it's basically the interest value. I though that (similar to an inherited mutual […]Stinky
- Re: Percentage of Income from US Government Securities Calculation April 28, 2024retiringwhen wrote: ↑Sat Apr 27, 2024 2:26 pm toddthebod wrote: ↑Fri Apr 26, 2024 10:16 pm I'm not aware of any broker that publishes the necessary data to calculate this figure on anything other than the annual totals. Monthly SEC EDGAR reports required for all money market funds provide enough detail to perform monthly calculations […]toddthebod
- Re: Now that long TIPS yields have breached 2.25% again I will… April 28, 2024watchnerd wrote: ↑Sun Apr 28, 2024 3:04 pm If we're going to have fun with market timing... This leads to questions about the current policy stance. Policy may be tight enough because interest rates aren't high enough. For example, the 10-year Treasury (which the Fed cannot control) trades just 1.84% above the core PCE rate. […]protagonist
- Re: Asset location April 28, 2024You just need to decide what you want to do and then stay with it. Depending on you tax situation and the types of investments you have, generally you don't want income producing assets in your taxable account because of the tax burden. Write an investment policy statement. You are writing it to yourself. The […]WeakOldGuy