by MyPlanIQ | Aug 31, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
We review a very sensible strategy that combines valuation and tactical strategies.
by MyPlanIQ | Aug 24, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
We review style ETFs and portfolios that use same as candidate funds. We also discuss long term performance.
by MyPlanIQ | Aug 17, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
We review smart factor ETFs and our smart factor ETF portfolio.
by MyPlanIQ | Aug 10, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
We continue to show that our ETF portfolios have outperformed even the best global allocation funds.
by MyPlanIQ | Aug 3, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
The review of current market internals reveals some big concern.
by MyPlanIQ | Jul 27, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
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.
by MyPlanIQ | Jul 20, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
We examine the best balance fund, T.Rowe Price capital appreciation fund and discuss our confidence to outperform it.
by MyPlanIQ | Jul 13, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
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.
by MyPlanIQ | Jun 29, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
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.
by MyPlanIQ | Jun 22, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
We discuss why bonds are still important and show that our portfolio actually outperformed S&P 500 since 2001.
by MyPlanIQ | Jun 15, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
We review and compare our bond portfolios against the best bond fund PIMCO Income fund and show that our portfoios have outperformed it.
by MyPlanIQ | Jun 8, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We show how to use ‘good’ S&P 500 sectors to build portfolios that outperform S&P 500 index by good margins.
by MyPlanIQ | May 25, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We look at the FIRE Financial Independence, Retire Early investment portfolios and withdrawals.
by MyPlanIQ | May 18, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
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.
by MyPlanIQ | May 11, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
We look at the FIRE Financial Independence, Retire Early investment portfolios and withdrawals.
by MyPlanIQ | May 4, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
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.
by MyPlanIQ | Apr 27, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
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.
by MyPlanIQ | Apr 20, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We review several useful features. Our new powerful chart now replaces the old Flash chart.
by MyPlanIQ | Apr 13, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
Risk parity strategy had done well until last year. We discuss their recent performance and the difficulties it’s facing going forward.
by MyPlanIQ | Apr 6, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
We review DoubleLine Shiller funds and discussed their strategies and their outperformance.