October 5, 2015: Core Satellite Portfolios In A 401k Account
We propose a core satellite portfolio solution to 401k accounts that have active constant new contributions.
September 28, 2015: Risk Managed Strategic Asset Allocation Portfolios Revisited
At the current market environment, it is pertinent to explore how to adding a risk management layer to a strategic buy and hold portfolio.
August 17, 2015: ETF or Mutual Fund Based Portfolios
The latest newsletter collection that incorporates newsletters since last update in March.
MyPlanIQ Newsletter: Core ETF Commission Free Portfolios
We modified several brokerage specific commission free plans to make them less bloated and easier to maintain.
June 8, 2015: High Yield Bonds As An Asset Class?
High yield bonds are not necessary in asset allocation. They can be substituted with highly liquid and pure stock and Treasury indexes.
June 1, 2015: Summer Blues?
Stocks are historically weaker in summer. This is one of few prominent stock market anomalies investors should be aware to make a proper risk management decision.
May 26, 2015: Cash, Bonds and Stocks In A Rising Rate Environment
Looking at historical data, one can see that in the rising rate environment from 1940-1982, stocks tended to do better while in the meantime, bonds suffered. But are we in a similar era as in those years?
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: Can't swim after 4 lessons at Y. Am I a bad student or is this typical? April 27, 2024Stick with it OP. It doesn't matter how long it takes. Swimming is an absolute necessity. Not competitively, but as a survival skill. Anyone with kids, they should learn to swim today. My kids learned shortly after they learned to breathe- not quite, but they were swimming like fish before they were 6 months old. […]Angel of Empire
- Re: Wanting to buy the house next door April 27, 2024Talk to a real estate attorney, I suspect they know how things work or know who does. The attorney is the vital person to have. The real estate agent is not needed… keep your money.invest4
- Re: Never used BOFA Debit card, online fraudulent transaction April 27, 2024Use ATM card. Banks and credit unions prefer you to use debit but will issue ATM card if you ask.gotoparks
- Re: Selling rental or less to 401k April 27, 2024Kal1981 wrote: ↑Thu Apr 25, 2024 8:45 pm Looking for some feedback. I’m 43 and currently max out my 401K and Backdoor Roth. I plan to retire between age 57-60, depending on the economy. 401k is around $560k and Roth is $50k. My wife and I both have pensions at retirement. Our current monthly mortgage […]4nursebee
- Re: International (Non-US) versus US Equities (The "Arguments") April 27, 2024SB1234 wrote: ↑Sat Apr 27, 2024 2:48 am watchnerd wrote: ↑Sat Apr 27, 2024 2:20 am SB1234 wrote: ↑Sat Apr 27, 2024 2:12 am No I said only for a boglehad who accepts weak EMH. Because boglehead is passive investor with no special private information or model. I don't recall John Bogle saying Bogleheads must […]watchnerd