November 21, 2022: How To Maximize Your Cash Return
We discuss several cash substitutes, in particular, we look at floating rate Treasury ETFs as cash substitutes
November 7, 2022: Tactical Bond Fund Portfolios Consistently Outperform
Our fixed income portfolios’ excellent outperformance continues. We also review the current bond markets
October 24, 2022: S&P 500: A Solid ‘Business’ In A Volatile Time
Itchy to buy stocks as they have come down a lot? You might want to consider an excellent ‘business’ stock: S&P 500 index fund.
October 10, 2022: 9.62% Treasury I Bonds: Cash Is Indeed King
Treasury savings I bonds are paying 9.62% annually right now. We detail on what and how to purchase I Bonds
September 26, 2022: Markets, Noises, Long Term Strategies …
We looked at markets and also discuss the important concept of large samples or long term in investing
September 12, 2022: Factor ETFs Review
We review smart factor based ETFs and their portfolios.
August 29, 2022: Cash Is King
We are showing how to get much higher cash returns in this period of stressful times.
August 15, 2022: Asset Trends Review
We review asset trends and current economic conditions and discuss their future trends.
August 1, 2022: What We Can Learn From 1970s And 1980s
We examine price behavior for stocks, bonds and real estates in the inflationary period of 70s and 80s. We also discuss the similarities and differences between that period and the current conditions, as well as their implication on investment portfolios.
July 18, 2022: Fixed Income Is Becoming An Alternative
We discuss the effectiveness of sector and industry rotation in a rising rate inflationary environment.
July 1, 2022: About The Latest Rebalance
We review our latest rebalance based on various factors in our strategies including trends, valuation, economic indicators and market internals.
June 6, 2022: Sector Rotation In A Rising Rate Environment
We discuss the effectiveness of sector and industry rotation in a rising rate inflationary environment.
May 23, 2022: Latest Portfolio And Trend Review
We review our portfolios and discuss latest asset and economy trends.
May 9, 2022: The Secular Market Cycle Change
We look at the secular economy and market cycle change and review recent market weakness.
April 25, 2022: Survivorship Bias, Sentiment And Market Internals …
We discussed survivorship bias and reviewed current market internals and sentiments .
April 11, 2022: Asset Allocation And Risk Management
We review hedged strategic allocation portfolios such as risk parity and permanent portfolios and discuss the need of tactical allocations. .
March 28, 2022: March Madness And Steady Course
We look at our highly volatile industry-level fund based portfolios and discuss current market situations.
March 14, 2022: Quality Sectors Prevail
Amid the current turbulence, we revisit quality sector based portfolios and discuss market trends.
February 28, 2022: Asset Allocation Fund Review
We review good asset allocation funds and their recent allocations.
February 14, 2022: Inflation, Interest Rates And Fixed Income Investments
We review fixed income markets and discuss inflation, interest rates and portfolios.
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: How does everyone keep track of your portfolio? December 3, 2022ThereAreNoGurus wrote: ↑Sat Dec 03, 2022 5:01 pm I use Vanguard's account aggregator which uses Yodley. It works great with outside accounts. I tried Quicken but it did not work with Schwab or Vanguard. I don't like spreadsheets because I don't want to enter distributions manually. Morningstar's free portfolio tracker isn't bad but they are […]prd1982
- Re: Muni bonds: VTEB vs. VWIUX/VWLUX (and why so much difference in distributions?) December 3, 2022undid, It depends on what you want. All 3 are good choices. BMBIX is worth a look if you want something safer. MUB is a good muni ETF. Given those choices, I would go with VWLUX, the long muni, because the 7.9 years average duration is almost intermediate. That may not fit your needs. According […]hudson
- Re: Is there a difference naming IRA beneficiaries through a will vs a beneficiary form? December 3, 2022marcopolo wrote: ↑Sat Dec 03, 2022 4:38 pm Lee_WSP wrote: ↑Sat Dec 03, 2022 1:49 pm sailaway wrote: ↑Sat Dec 03, 2022 1:44 pm Lee_WSP wrote: ↑Sat Dec 03, 2022 1:32 pm You can inherit an IRA in one of two ways, be a named beneficiary or through the estate. In the vast majority of […]Lee_WSP
- Re: Will Secondary Insurance Pay toward Primary Deductible December 3, 2022rterickson wrote: ↑Sat Dec 03, 2022 3:17 pm When facing a similar situation several years ago, I found this explanation to be helpful Q&A: Coordination of Benefits Thank you for providing this, the best part explanation I’ve seen so far, to the OP!Bloomie25
- Re: Target gift cards 10% off this weekend December 3, 2022frugalor wrote: ↑Sat Dec 03, 2022 1:20 pm Broken Man 1999 wrote: ↑Thu Dec 02, 2021 9:40 am dukeblue219 wrote: ↑Thu Dec 02, 2021 9:19 am I should add that last year they had shipping nightmares with the physical cards. If you're intending to buy some as gifts you might rather do it in-store to […]LittleMaggieMae