August 30, 2021: Invest And Speculate: A Sensible Alternative To Buy And Hold
We review a very sensible strategy that combines valuation and tactical strategies.
August 23, 2021: Style ETF Portfolio Review
We review style ETFs and portfolios that use same as candidate funds. We also discuss long term performance.
August 16, 2021: Smart Factor ETFs Review
We review smart factor ETFs and our smart factor ETF portfolio.
August 9, 2021: Best Global Allocation Funds vs. MyPlanIQ ETF Portfolios
We continue to show that our ETF portfolios have outperformed even the best global allocation funds.
August 2, 2021: Major Asset Trends And Market Internals
The review of current market internals reveals some big concern.
July 26, 2021: Ultra Short Term Bond ‘Money Market’ Portfolio And Banking
We review our ultra short term bond fund portfolio and discuss how it fits to be a money market fund substitute.We also again discuss how to utilize a brokerage account for banking activities.
July 19, 2021: Take The Challenge of The ‘Best’ Balance Fund
We examine the best balance fund, T.Rowe Price capital appreciation fund and discuss our confidence to outperform it.
July 12, 2021: The Long Forgotten Bear Market Cycles
We examine S&P 500 index total returns in its 93 plus year history and reveal that there are many bear or flat periods that are longer than 20 years. It’s important to be cautious and understand that the current bull market might end one day and likely enters a long period of bearish or flat market.
June 28, 2021: Resuming Growth Trends Chaotically?
We review major asset trends and point out that large growth stocks are again in favor. We also speculate that the current market rise might be the final thrust before a big correction.
June 21, 2021: Stocks Are Not Replacement Of Bonds
We discuss why bonds are still important and show that our portfolio actually outperformed S&P 500 since 2001.
June 14, 2021: Outperform The Best Performing PIMCO Income Bond Fund
We review and compare our bond portfolios against the best bond fund PIMCO Income fund and show that our portfoios have outperformed it.
June 7, 2021: “Good” S&P Sectors
We show how to use ‘good’ S&P 500 sectors to build portfolios that outperform S&P 500 index by good margins.
May 24, 2021: Newsletter Collection Update
We look at the FIRE Financial Independence, Retire Early investment portfolios and withdrawals.
May 17, 2021: Total Return Bond ETFs Review
We review and compare our total return bond mutual fund
and ETF lineups. We then discuss two new total return bond ETFs that are promising.
May 10, 2021: Financial Independence & Early Retirement
We look at the FIRE Financial Independence, Retire Early investment portfolios and withdrawals.
May 3, 2021: Inflation, Sub Zero Interest Rate …
We discuss inflation, valuation and risk in the current environment in the context of the latest commentaries by Warren Buffett and Charlie Munger in Berkshire’s annual meeting this weekend.
April 26, 2021: The Best Active Fixed Income Funds Are Still Hard To Beat
PIMCO income and investment grade bond funds have outperformed their index funds consistently for the past 10 years and going. Some actively managed mutual funds are still hard to beat by low cost index funds including those Vanguard Dimensional Funds.
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.
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: Former employer (small Maryland city) refusing to provide retirement statement February 6, 2023Perhaps you might simply explain the information you are looking for. You worked for the city from 1983 to 1999. When you separated, you received an estimate of your retirement benefits. You'd like to receive an updated copy, is that possible? Also, you may find the information you are looking for in the plan documents […]galawdawg
- Re: Vanguard dividends February 6, 2023This year my 1099 consolidated doesn't agree with my year end information on Vanguard's website. It's off by about $3,000 or so. I messaged Vanguard and asked about it, but no one has responded. I believe it might have to do with my transition to a brokerage account in 2022. My consolidated 1099 seems to […]johnz1001
- Re: opening a Roth IRA from abroad as an expat February 6, 2023Technically, if you’re doing the work while overseas, that income would still fall under the FEIE. If you entered on your 2555 that you were in the USA two weeks here, three weeks there, etc., you could possibly fly under the radar by appearing to have done the work while in the USA.plats
- Re: Green Card Retiree leaving US - tax fallout? February 6, 2023including the execrable form 8854 for the US's soviet-style exit tax, and from then on never file another US tax return, but instead breath the sweet, sweet fresh air of freedom from the IRS. Oh yes. Best words I’ve read here! I’ve been through the expatriation nightmare myself recently, after 30 years as an expat […]Vogatrice
- Re: I’m the nouveau riche February 6, 2023snack attack wrote: ↑Sun Feb 05, 2023 5:36 pm First world problem here, but I’m looking for feedback from new money folks. I don’t know how to be rich. I came up very blue collar, no frills, first generation educated. As a kid there were countless lessons on frugality, but investing was a foreign concept. […]bltn