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.
March 29, 2021: International Stocks vs. US Stocks
We look at the valuation of international and US stocks. We further discuss how to utilize international stocks to diversify investments.
March 22, 2021: Ultra Short Term Bond ETF Portfolio As A Money Market Fund
We introduce MPIQ Ulta Short Term Bond ETF portfolio and show that it’s as safe as a money market fund but offers higher returns.
March 15, 2021: Make Your Own Private Bank
A brokerage investment account, used properly and consistently, can provide most banking services one needs.
March 8, 2021: The Not So Orderly Market Rotation Amid Rising Bond Yields
We examine the current market disruption and discuss what to do with it.
March 1, 2021: Average 20% Annual Returns: The Upper Bound Of Stock Investments?!
We discuss Berkshire Hathaway’s annual returns and compare that with a top mutual fund and one of our model portfolios.
February 22, 2021: Rising Bond Yields And Current Stock Trends
We review current bond yields and look at stock internal trends to see how much stocks are affected.
February 8, 2021: Total Return Bond ETFs Review
We looked at some new total return bond ETFs and review our ETF fixed income portfolio.
February 1, 2021: REITs And Major Asset Trends
We review major asset trends and also look at REIT sectors in more details.
January 25, 2021: Industry ETFs And ARK ETFs Portfolios
We discuss our industries ETF rotation portfolio and its use of ARK ETFs. We also discuss ARK investment methodology.
January 11, 2021: Smart Cash Management: Can I Just Withdraw From My Bond Portfolio?
We show studies on regular withdrawal for relatively stable monthly spending need on some bond funds and portfolios. We conclude that if this approach is applied for a long period of time, it can actually result in much better than short term cash withdrawal approach.
January 4, 2021: Our Investment Philosophy For 2021 And Beyond
We summarize our investment philosophy in order for our subscribers to understand our services more clearly.
December 14, 2020: Style and Factor ETFs Portfolio Reviews
We review our style and factor ETF momentum portfolios and discuss their construction.
December 7, 2020: A Really Long Term (30 Years) Stock Returns
We look at Japanese stock returns and discuss the current US stocks long term returns
November 30, 2020: Higher Return Portfolios: Part 2
We further study higher return portfolio using industry ETFs.
November 16, 2020: Higher Return Portfolios
We present several advanced portfolios whose returns are boosted by technology funds.
November 9, 2020: Fixed Income Funds Update
We review PIMCO bond funds whose manager won the Morningstar award.
November 2, 2020: Polls Are Useless vs. This Investment Strategy Doesn’t Work!
We argue that one shouldn’t quickly accept or dismiss an election poll just because a low probability event occurs. This is similar to an investment strategy
October 26, 2020: Recent Improvements
We describe our recent change, improvements and offerings to our subscribers
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: Cryptocurrency - Bitcoin Continues to Soar! April 14, 2021Anyone else do a spit take with their coffee this morning looking at the price of crypto ? Bitcoin $64,000!!!!JonnyDVM
- Re: Box Spreads as Loans - Interactive Brokers IBKR - 2021 April 14, 2021secondopinion wrote: ↑Tue Apr 13, 2021 5:12 pm jarjarM wrote: ↑Tue Apr 13, 2021 5:08 pm secondopinion wrote: ↑Tue Apr 13, 2021 5:04 pm kellykline wrote: ↑Tue Apr 13, 2021 1:14 pm inbox788 wrote: ↑Tue Apr 13, 2021 1:07 pm Are you including the 3X from the TQQQ and the 4X from the margin loans […]kellykline
- Re: Beginning to evaluate the holdings of Vanguard Target Retirement Funds April 14, 2021Flashes1 wrote: ↑Tue Apr 13, 2021 2:54 pm International comprises approximately 41% of equities in the Target 2025 fund. That's out of my comfort zone. That is the same weight as Total World Index -- which plenty of investors are perfectly comfortable with. It doesn't make the target fund bad. It just means you need […]Tom_T
- Re: How close to retirement age would you start to coast instead of grinding it out? April 14, 2021I went to half-time at age 50. it was never a grind though.livesoft
- Re: Medicare - just A + B? April 14, 2021nisiprius wrote: ↑Wed Apr 14, 2021 6:25 am Here's a question. There have been newspaper stories about people getting snakebite, going to an emergency room, and getting billed $100,000 for antivenin. Exactly what kinds of insurance would have covered the cost of the antivenin? Medicare part A, B, D? Medigap? If the patient just goes […]ModifiedDuration