May 23, 2022: Latest Portfolio And Trend Review
We review our portfolios and discuss latest asset and economy trends.
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.
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: Are we/me investing in the wrong things? March 24, 2023Wannaretireearly wrote: ↑Fri Mar 24, 2023 4:57 am I think of this in terms of economics. Marginal utility etc. There is a point where: 1. Making/investing money is not going to make any material difference to our lives (marginal utility is tiny or zero, spending time growing a pile you’ll never spend, into a larger […]Pinotage
- Re: [Interactive Brokers margin account for IRA futures - holding T-Bills not allowed] March 24, 2023comeinvest wrote: ↑Fri Mar 24, 2023 12:25 am sharukh wrote: ↑Thu Mar 23, 2023 8:44 pm skierincolorado wrote: ↑Thu Mar 23, 2023 5:25 pm sharukh wrote: ↑Thu Mar 23, 2023 5:09 pm sharukh wrote: ↑Sun Feb 26, 2023 5:55 am Good questions. I am still getting my account setup. For now this is a thought […]sharukh
- Re: Last Week Tonight on timeshares March 24, 2023fetch5482 wrote: ↑Thu Mar 23, 2023 10:40 pm Wannaretireearly wrote: ↑Thu Mar 23, 2023 10:20 pm My line is I’m leaving the country soon, so buying anything doesn’t make sense. They'll reply along the lines of "you can exchange the points with any of our 1500 resorts world wide. Where are you relocating to?" I […]Wannaretireearly
- Re: Diversify away from U.S. Government? March 24, 2023In the case of bonds, diversification doesn't necessarily reduce risk. An extreme example would be adding junk bonds to your portfolio. If you view US Treasuries as the safest, adding international would arguably be a less extreme version where you are getting more countries but that doesn't necessarily mean lower risk.aristotelian
- Re: Career crossroads - mid 40s March 24, 2023I'm of similar age and "stuck" as an IC in tech, but maybe that's a good thing. I still love what I do, so I don't plan on any changes. I also consider myself very fortunate after personally seeing so many people have their careers permanently derailed in the 80's and 90's. One of my […]ClevrChico