April 19, 2021: New And Old Useful Features
We review several useful features. Our new powerful chart now replaces the old Flash chart.
April 12, 2021: Risk Parity Funds In Current Environment
Risk parity strategy had done well until last year. We discuss their recent performance and the difficulties it’s facing going forward.
April 5, 2021: DoubleLine Shiller CAPE 10 Based Funds Update
We review DoubleLine Shiller funds and discussed their strategies and their outperformance.
March 29, 2021: International Stocks vs. US Stocks
We look at the valuation of international and US stocks. We further discuss how to utilize international stocks to diversify investments.
March 22, 2021: Ultra Short Term Bond ETF Portfolio As A Money Market Fund
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.
March 15, 2021: Make Your Own Private Bank
A brokerage investment account, used properly and consistently, can provide most banking services one needs.
March 8, 2021: The Not So Orderly Market Rotation Amid Rising Bond Yields
We examine the current market disruption and discuss what to do with it.
March 1, 2021: Average 20% Annual Returns: The Upper Bound Of Stock Investments?!
We discuss Berkshire Hathaway’s annual returns and compare that with a top mutual fund and one of our model portfolios.
February 22, 2021: Rising Bond Yields And Current Stock Trends
We review current bond yields and look at stock internal trends to see how much stocks are affected.
February 8, 2021: Total Return Bond ETFs Review
We looked at some new total return bond ETFs and review our ETF fixed income portfolio.
February 1, 2021: REITs And Major Asset Trends
We review major asset trends and also look at REIT sectors in more details.
January 25, 2021: Industry ETFs And ARK ETFs Portfolios
We discuss our industries ETF rotation portfolio and its use of ARK ETFs. We also discuss ARK investment methodology.
January 11, 2021: Smart Cash Management: Can I Just Withdraw From My Bond Portfolio?
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.
January 4, 2021: Our Investment Philosophy For 2021 And Beyond
We summarize our investment philosophy in order for our subscribers to understand our services more clearly.
December 14, 2020: Style and Factor ETFs Portfolio Reviews
We review our style and factor ETF momentum portfolios and discuss their construction.
December 7, 2020: A Really Long Term (30 Years) Stock Returns
We look at Japanese stock returns and discuss the current US stocks long term returns
November 30, 2020: Higher Return Portfolios: Part 2
We further study higher return portfolio using industry ETFs.
November 16, 2020: Higher Return Portfolios
We present several advanced portfolios whose returns are boosted by technology funds.
November 9, 2020: Fixed Income Funds Update
We review PIMCO bond funds whose manager won the Morningstar award.
November 2, 2020: Polls Are Useless vs. This Investment Strategy Doesn’t Work!
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
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 Long Would You Stay in a Boring Government Job? April 20, 2021123 wrote: ↑Tue Apr 20, 2021 2:52 pm CoastLawyer2030 wrote: ↑Tue Apr 20, 2021 10:12 am ... we are expecting in August... The arrival of a child (or a 2nd child etc) can dramatically alter your, and your spouse's priorities. I would not plan to do anything different until perhaps a year after the child's […]dziuniek
- Re: Please read this before posting about ETF comparisons in March 2020 April 20, 2021I mean, the conclusion should simply be...don't touch illiquid ETFs, especially for Boglehead-style investing that might last for decades. The concern of 9% discount is valid, but it doesn't happen on popular ETFs like SPY & VOO.Marseille07
- Re: Received a "surprise" $13,000 IRS refund check on 2018 taxes. Please advise. April 20, 2021Buddtholomew wrote: ↑Tue Apr 20, 2021 6:36 pm You are a victim of identity theft; it is illegal to deposit the check. Same thing happened to me and many others after filing taxes using TurboTax in 2018. While possible, this is not a certainty by any means. There are many times people are surprised at […]dukeblue219
- Re: Closing Costs April 20, 2021you should negotiate on all of the items below , i don't pay first 3 and 1200$ is lot for appraisal . Processing fees $999 Underwriting fees $649 Origination charges $1,648 Appraisal Fee $1,200 Appraisal re-inspection fee $200 Credit report $120 Verbal VOE $100manuvns
- Re: Take this annuity? April 20, 2021abqguy wrote: ↑Tue Apr 20, 2021 4:36 pm The original money was after-tax (i.e. this is a 'non qualified' annuity). My understanding is that for non-qualified annuities, there is no requirement to start withdrawing the money at age 72. My bad, I was thinking that these were qualified funds (i.e. traditional IRA, etc.)David Jay