Time-Tested Investment Strategies
Since 2008, MyPlanIQ has offered investment newsletters and model portfolios for retirement plans such as 401(k)s, IRAs, and brokerage investments. These portfolios are based on time-tested investment strategies that include Strategic Asset Allocation (SAA), Tactical Asset Allocation (TAA), and tactical fixed income strategies.
See Asset Allocation Strategy White Paper and Fixed Income Strategy White Paper.
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …
Time-tested Asset Allocation Strategies
- Strategic allocation portfolios
- Tactical dynamic allocation portfolios
- Taylored to personal risk profile
- With low-cost ETFs or mutual funds
- Applied to retirement plans (401(k), annuities …)
Brokerage IRA or Taxable Investors
- Model portfolios for major brokerages
- Retirement IRAs or solo 401(k)
- Taxable brokerage investment accounts
- ETFs or no-load no-transaction fee mutual funds
Income Investors
- Model portfolios for major brokerages
- Based on excellent total return bond mutual fund
- Based on total return bond ETFs
- Outperformed even best bond mutual funds for past decade
401(k) Investors
- Interactive 401(k) Investment Assistant
- MyPlanIQ Composite Allocation Indicator to overlay on existing portfolios to reduce risk
- Customize model portfolios specific to your 401(k) plan
- Free tools for 401(k) savings, IRAs, Solo 401(k), Roth IRAs …
Experienced Investors
- Global tactical allocation portfolios
- Factor, style, sector and Fidelity select fund rotation portfolios
- Various timing and seasonality portfolios
- Tools for asset trends, correlation, smart fund manager …
- ETFs, Mutual Funds analytical data: rolling returns, maximum drawdowns, DCA calculator, dividends, …
Lazy Portfolios from Gurus
- Comprehensive collection of lazy portfolios
- Gurus like Warrent Buffett, David Swensen, Scott Burns etc.
- Detailed historical returns, rolling returns, maximum drawdowns etc.
Feature Investment Articles
Annuity Income Payout vs. Invest & Withdraw
What $1 Million Really Buys You in Retirement: Annuity vs. Investment Strategy
Public Pay Might Be Higher Than You Think (Once You Do the Math)
Why Managing Volatility Matters
Stock Compensation 101: How People Build Wealth (or Blow It)
How to Take Advantage of Your ESPP (Employer Stock Purchase Plan)
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
Free newsletters
Quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning, and much more …