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
May 2025 MyPlanIQ Portfolio Update
In this issue:
- Major Asset Trends Review: International Stocks Shined and TIPS Disappointed
- Fund Analysis: All Weather Fund ALLW and CLO ETF JBBB Follow up
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
April 2025 MyPlanIQ Portfolio Update
In this issue:
- 1970s Redux: Why the Smithsonian Era Feels Strangely Familiar in 2025
- Fund Analysis: All Weather ETF ALLW
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
March 2025 MyPlanIQ Portfolio Update
In this issue:
- Growth vs. Value: Late Stage and Early Stage of a Bull Market
- Fund Analysis: CLO Bond Funds
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
February 2025 MyPlanIQ Portfolio Update
In this issue:
- QARP: Quality at a Reasonable Price — Graham’s Framework for Defensive Investors
- Fund Analysis: QARP-style ETFs
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
January 2025 MyPlanIQ Portfolio Update
In this issue:
- 2024 Review
- Fund Analysis: Be Cautious with Options-Based Income Funds
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Expect a Bumpy Ride: Outlook for Stocks and Bonds in 2025
December 2024 MyPlanIQ Portfolio Update
In this issue:
- Tactical Asset Allocation Portfolios In-Depth Update
- Fund analysis: U.S. stock momentum factor ETFs
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
MyPlanIQ Monthly Portfolio Update
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.
Berkshire Hathaway — A Conglomerate of Diversified Holdings as a Fund
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.
The Best Stock Funds In The Long-Term
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.
Stock Seasonality Strategy: Consistency Leads to Long-Term Success
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.