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.
February 1, 2022: Foreign Stocks And Global Asset Allocation
We look at foreign stocks in more details in terms of their valuation and risk.
January 18, 2022: Steady And Consistency Win In The Long Term
Sticking to a good investing strategy for a long period of time (20 years or longer) is the only way to reap benefits from the strategy
January 3, 2022: The Year In Rear View: Portfolio And Asset Class Review
We review our main portfolios in 2021..
December 13, 2021: Present And Future
We review asset trends and discuss future returns.
November 22, 2021: The ‘Best’ Balanced Fund Revisited
The T.Rowe Price Capital Allocation fund is again performing. However, we show that there are several ways to construct a portfolio to outperform it, both in terms of returns and risk .
November 15, 2021: Q&A On MyPlanIQ Strategies And Portfolios
This newsletter clarifies several FAQs on our model portfolios and strategies. .
November 8, 2021: Major Asset Returns In The Past Twenty Years
We look at major asset returns for the past 20 plus years and discussed their potential risk and returns.
November 1, 2021: Latest Momentum Factor ETFs Review
We review latest stock factor ETFs and point out they are very similar in terms of their indexing methodoloty.
October 25, 2021: A Long Term Theme Or Trend Doesn’t Necessarily Yield Good Returns
We discuss recent hot topic: theme based investing and conclude that a mega trend doesn’t equate a good long term return.
October 18, 2021: Dimensional Fund Advisors DFA ETFs
We look at Dimensional Fund Advisors recently convereted ETFs and compare them with Vanguard.
October 11, 2021: MyPlanIQ Ultra Short Term Bond Portfolio vs. Other Funds
We compare our ultra short term ETF portfolios with several famous bond funds. Specifically, we look at DoubleLine’s bond funds.
October 4, 2021: Asset Trends, Market Internals And Inflation Implication
We review asset and market internals and discuss the possible secular interest rate change and its implication.
September 27, 2021: Newsletter Collection Update
Regular newsletter collection update
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: er999's Bear Market Adventure May 22, 2022Thank you for the high-effort post. Why TQQQ and not UPRO? I already have TMF/UPRO as part of a hedgefundie excellent adventure one time lump sum portfolio. I wanted to try something different rather than dollar cost average more UPRO. If you must buy a single 3x-leveraged ETF, I would suggest buying more UPRO. In […]VTI
- Re: [Australia] Am I making a mistake by renting and investing instead of buying? May 22, 2022Bogle1984 wrote: ↑Sat May 21, 2022 10:56 am I would invest into stocks and bonds until your portfolio is about the price of an average home. Then I would cash out about 20-30% and buy a home with mortgage This doesn't seem prudent to me. By waiting to have the entire price of a home […]andrew99999
- Re: Buying empty land for tax domicile purposes (foreign service officer) May 22, 2022FSO here. It’s not that simple. You have to have a U.S. state listed for tax purposes. So until the individual actively establishes a domicile in another U.S. state Maryland will continue to take its bite. Also, as a fed employee, even if you never step foot in the U.S. that tax year, you can’t […]Tatupu
- Re: Regrets from seniors on aggressive AA? May 22, 2022Marseille07 wrote: ↑Sat May 21, 2022 4:36 pm Youngblood wrote: ↑Sat May 21, 2022 4:24 pm No schadenfreude here. From 50 to now I decreased risk from the past accumulation period. It was also possible to take advantage of mutual fund stale prices trading in and out when I was convinced overseas markets would follow […]Youngblood
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