We discuss two Growth At A Reasonable Price (GARP) ETFs: T. Rowe Price Capital Appreciation ETF TCAF and Invesco S&P GARP ETF SPGP. We further show one can again do better to outperform PRWCX by utilizing the GARP ETFs and total return bond portfolios
We review the current economy and financial markets.
We review the latest data for safe retirement withdrawal strategies such as the 4% rule. We also introduce the new retirement withdrawal calculator
We claim that IRAs in a brokerage now offers better and cheaper investment choices than a typical 401(k) plan.
We list our recent articles and briefly overview current market conditions
We present our free Portfolio Calculator and discuss its unique feature of producing historical rolling returns for a portfolio.
We discuss our new ETFs in Asset Classes web page and show how these selected group of ETFs can be used for asset allocation portfolios.
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.
We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.
We present our tactical balanced stock and dividend income portfolios that outperform the best balanced allocation fund T. Rowe Price capital appreciation fund PRWCX both in terms of returns and risk
We take a business investing approach to invest in solid low cost stock index funds such as S&P 500 index funds. We discuss why it’s beneficial to view index fund investments as ‘conglomerate’ business investments.
We take a business investing approach to invest in solid low cost stock index funds such as S&P 500 index funds. We discuss why it’s beneficial to view index fund investments as ‘conglomerate’ business investments.
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
We review our main portfolios in 2021..
We review asset trends and discuss future returns.
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 .
This newsletter clarifies several FAQs on our model portfolios and strategies. .
We look at major asset returns for the past 20 plus years and discussed their potential risk and returns.
Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
Bogleheads Latest Posts