October 19, 2020: REIT Indexes As Businesses
We look at US REIT indexes and again find that they represent some good businesses in REITs.
October 12, 2020: Stock Indexes As Businesses
We look at S&P 500 index as a business again and examine its important metrics.
October 5, 2020: Asset Trend Review
We review current market situations and pointed out that asset prices are buoyed with monetary and fiscal policies even when the pandemic drags on.
September 28, 2020: Retirement Spending: Your Portfolio’s Volatility Matters
We look at how the volaitlity of a portfolio affects retirement spending and purchase power again by studying two portfolios.
September 21, 2020: Boring Utility Stocks Are Excellent Long Term Winners
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..
September 14, 2020: Surprised, Active Fixed Income Investors Have Done Better Than Stock Investors For The Last 20 Years!
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.
August 31, 2020: Investing In An Ultra-Low Return Environment
We review the current ultra-low return environment and discuss how to derive better returns.
August 24, 2020: Target Maturity Bond ETFs For Short Term Cash
We discuss how to utilize target maturity bond ETFs for short term cash needed.
August 17, 2020: Newsletter Collection Update
We list newsletters that have been published since last December.
August 10, 2020: Fixed Income In A Speculative Era
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
August 3, 2020: Sound Investment Strategies
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.
July 27, 2020: Total Return Bond Funds Update
We update and review total return bonds we use for our fixed income portfolios.
July 20, 2020: Divergence Between Value And Growth Stocks Everywhere
Growth stocks have outperformed value stocks for a long period of time. We look at how this affects allocation funds’ performance.
July 13, 2020: Short Term Cash, Treasury Bills, CDs And Future Fixed Income
We report the ultra low interests paid by banks, Treasuries and brokerage money market funds. We also discuss what to do with one’s fixed income investments going forward.
July 6, 2020: Bond ETFs vs. Bond Mutual Funds
Bond ETFs, unlike stock ETFs, are still limited with bonds’ liquidity and can still have large discount over their NAVs during a market crisis.
June 29, 2020: Industry Sector ETF Rotation With Composite Momentum
We introduce industry ETF rotation portfolio.
June 22, 2020: Industry Sector Rotation With Composite Momentum
We review Fidelity select fund momentum portfolios.
June 15, 2020: Advanced Minimum Equity Portfolios
We look at combining advanced tactical portfolios with some minimum stock exposure.
June 8, 2020: Recent Positive Developments
Being rigorous and objective, we point out a few positive recent developments.
June 1, 2020: Minimum Equity Portfolios
Our AAC (Asset Allocation Composite) portfolios now have minimum stock allocations. We also discuss the current market conditions in depth.
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: Where to start with mega backdoor Roth IRA? October 22, 2020knightrider wrote: ↑Wed Oct 21, 2020 11:06 am So I set my after tax to 50% after maxing out my $19,500 contributions. I waited a few paychecks and did not see anything get taken out.I called Fidelity and they said to try it again as maybe the change did not get processed correctly. So I […]Shaka
- Re: (Serious) How do you not be depressed when you sell a stock and see it rocket up? Lost millions October 22, 2020Assuming this is actually for real, If your placing $3.7m bets on 1 stock, and your well diversified, that $2m in missed gains should be immiterial to you. Otherwise, your just making big bets and it’s only a matter of time before you go bust. Better stop while your aheadhoofaman
- Re: Is this ESPP worth it? October 22, 2020Trying2learn wrote: ↑Tue Oct 20, 2020 7:57 pm JediMisty wrote: ↑Tue Oct 20, 2020 4:47 pm Is the price based on the last day of the six month period? If so, If the stock goes up more than 5%, you could actually pay more than if you had bought it on your own. Or did […]JediMisty
- Re: Bank with no debit/ATM card? October 22, 2020NYCaviator wrote: ↑Wed Oct 21, 2020 9:22 pm RetiredAL wrote: ↑Wed Oct 21, 2020 9:14 pm Many years ago, Wells Fargo, at card replacement time, decided on their own to send us Visa Debt Cards as a replacements for our ATM cards. I called and said we want ATM cards, was given the song and […]RetiredAL
- Re: [What TV Show Have You Recently Watched?] October 22, 2020DW & I just finished the first three episodes of Mystery Road on Amazon Prime. It's an Australian cop/mystery, and we are liking it very much. Hope it continues down the same road.Doom&Gloom