by MyPlanIQ | Apr 13, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
Risk parity strategy had done well until last year. We discuss their recent performance and the difficulties it’s facing going forward.
by MyPlanIQ | Apr 6, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We review DoubleLine Shiller funds and discussed their strategies and their outperformance.
by MyPlanIQ | Mar 30, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We look at the valuation of international and US stocks. We further discuss how to utilize international stocks to diversify investments.
by MyPlanIQ | Mar 23, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We introduce MPIQ Ulta Short Term Bond ETF portfolio and show that it’s as safe as a money market fund but offers higher returns.
by MyPlanIQ | Mar 16, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
A brokerage investment account, used properly and consistently, can provide most banking services one needs.
by MyPlanIQ | Mar 9, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We examine the current market disruption and discuss what to do with it.
by MyPlanIQ | Mar 2, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We discuss Berkshire Hathaway’s annual returns and compare that with a top mutual fund and one of our model portfolios.
by MyPlanIQ | Feb 23, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We review current bond yields and look at stock internal trends to see how much stocks are affected.
by MyPlanIQ | Feb 9, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We looked at some new total return bond ETFs and review our ETF fixed income portfolio.
by MyPlanIQ | Feb 2, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We review major asset trends and also look at REIT sectors in more details.
by MyPlanIQ | Jan 26, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We discuss our industries ETF rotation portfolio and its use of ARK ETFs. We also discuss ARK investment methodology.
by MyPlanIQ | Jan 12, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We show studies on regular withdrawal for relatively stable monthly spending need on some bond funds and portfolios. We conclude that if this approach is applied for a long period of time, it can actually result in much better than short term cash withdrawal approach.
by MyPlanIQ | Jan 5, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We summarize our investment philosophy in order for our subscribers to understand our services more clearly.
by MyPlanIQ | Dec 15, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We review our style and factor ETF momentum portfolios and discuss their construction.
by MyPlanIQ | Dec 8, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We look at Japanese stock returns and discuss the current US stocks long term returns
by MyPlanIQ | Dec 1, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We further study higher return portfolio using industry ETFs.
by MyPlanIQ | Nov 17, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We present several advanced portfolios whose returns are boosted by technology funds.
by MyPlanIQ | Nov 10, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We review PIMCO bond funds whose manager won the Morningstar award.
by MyPlanIQ | Nov 3, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We argue that one shouldn’t quickly accept or dismiss an election poll just because a low probability event occurs. This is similar to an investment strategy
by MyPlanIQ | Oct 27, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We describe our recent change, improvements and offerings to our subscribers