June 2025 MyPlanIQ Portfolio Update
In this issue:
- MyPlanIQ Composite Allocation Indicator & Applications
- Fund Analysis: Factor Funds & Healthcare Industry Trend
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
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We explain our premium portfolios and discuss their holdings. We further discuss several funds that are related to our portfolios. Current economic and financial conditions are also discussed.
In this newsletter, we unveil the ‘best’ long-term stock mutual fund! We discuss its investment methodology and use our own unique tools to measure it against other excellent long-term stock funds.
In this newsletter, we unveil the ‘best’ long-term stock mutual fund! We discuss its investment methodology and use our own unique tools to measure it against other excellent long-term stock funds.
In this newsletter, we revisit a well-known stock anomaly: seasonality. We further demonstrate that this seasonality extends to other stock funds and balanced funds as well.