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.
We summarize our investment philosophy in order for our subscribers to understand our services more clearly.
We review our style and factor ETF momentum portfolios and discuss their construction.
We look at Japanese stock returns and discuss the current US stocks long term returns
We further study higher return portfolio using industry ETFs.
We present several advanced portfolios whose returns are boosted by technology funds.
We review PIMCO bond funds whose manager won the Morningstar award.
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
We describe our recent change, improvements and offerings to our subscribers
We look at US REIT indexes and again find that they represent some good businesses in REITs.
We look at S&P 500 index as a business again and examine its important metrics.
We review current market situations and pointed out that asset prices are buoyed with monetary and fiscal policies even when the pandemic drags on.
We look at how the volaitlity of a portfolio affects retirement spending and purchase power again by studying two portfolios.
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..
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.
We review the current ultra-low return environment and discuss how to derive better returns.
We discuss how to utilize target maturity bond ETFs for short term cash needed.
We list newsletters that have been published since last December.
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
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.
Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
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