Stocks | Better Financial Future -- MyPlanIQ

Growth At A Reasonable Price (GARP) Stock ETFs

Nov 7, 2023

We discuss two Growth At A Reasonable Price (GARP) ETFs: T. Rowe Price Capital Appreciation ETF TCAF and Invesco S&P GARP ETF SPGP. We further show one can again do better to outperform PRWCX by utilizing the GARP ETFs and total return bond portfolios

Market and Economy Review

Oct 24, 2023

We review the current economy and financial markets.

High Yield Bonds Are Good Alternatives For Aggressive Fixed Income Investors

Jul 18, 2023

High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.

Trends, Factors & Indicators

Jul 5, 2023

We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.

Harry Browne’s Permanent Portfolio Long Term Performance

Feb 14, 2017

This is the latest update (as of 12/31/2016) of the performance of Harry Browne’s permanent portfolio. In 201, 6the portfolio returned 5.4% return. Since 1970, for the past 46 years, the average compound annual return of the permanent portfolio has been 8.5%....

Harry Browne’s Permanent Portfolio Long Term Performance

Jan 26, 2016

This is the latest update (as of 12/31/2015) of the performance of Harry Browne’s permanent portfolio. In 2015, the portfolio had a negative -4.5% return. Since 1970, for the past 46 years, the average compound annual return of the permanent portfolio has been...

September 28, 2015: Risk Managed Strategic Asset Allocation Portfolios Revisited

Sep 29, 2015

At the current market environment, it is pertinent to explore how to adding a risk management layer to a strategic buy and hold portfolio.

Asset Class Trend: Large Cap Growth Stocks Stand out

Dec 7, 2011

In this volatile and uncertain environment, proper asset allocation is the first step to ensure safety for a long term retirement investment (such as a 401K, 403B or variable annuity) portfolio. The second step is to decide what to invest in each asset identified in...