We look at US REIT indexes and again find that they represent some good businesses in REITs.
We look at S&P 500 index as a business again and examine its important metrics.
We review current market situations and pointed out that asset prices are buoyed with monetary and fiscal policies even when the pandemic drags on.
We look at how the volaitlity of a portfolio affects retirement spending and purchase power again by studying two portfolios.
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.
We review the current ultra-low return environment and discuss how to derive better returns.
We discuss how to utilize target maturity bond ETFs for short term cash needed.
We list newsletters that have been published since last December.
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
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.
We update and review total return bonds we use for our fixed income portfolios.
Growth stocks have outperformed value stocks for a long period of time. We look at how this affects allocation funds’ performance.
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.
Bond ETFs, unlike stock ETFs, are still limited with bonds’ liquidity and can still have large discount over their NAVs during a market crisis.
We introduce industry ETF rotation portfolio.
We review Fidelity select fund momentum portfolios.
We look at combining advanced tactical portfolios with some minimum stock exposure.
Being rigorous and objective, we point out a few positive recent developments.
Our AAC (Asset Allocation Composite) portfolios now have minimum stock allocations. We also discuss the current market conditions in depth.