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May 4, 2020: The Real, Sensible And Wise Warren Buffett

May 4, 2020: The Real, Sensible And Wise Warren Buffett

by MyPlanIQ | May 5, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We find a more assuring Warren Buffett amid his seemingly pessimistic annual shareholding metting.  

April 27, 2020: Total Return Bond Funds & Portfolios

April 27, 2020: Total Return Bond Funds & Portfolios

by MyPlanIQ | Apr 28, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We review our total return bond fund based portfo 

April 20, 2020: Multi-Factor ETFs and Rotation

April 20, 2020: Multi-Factor ETFs and Rotation

by MyPlanIQ | Apr 21, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We look at the latest factor based ETFs and their momentum based rotation portfolios 

April 13, 2020: A Closer Look At 401(k) Investment Portfolios

April 13, 2020: A Closer Look At 401(k) Investment Portfolios

by MyPlanIQ | Apr 14, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We reviewed a typical 401k plan’s model portfolios 

April 6, 2020: Long Term Stock Market Timing Since 1871 Revisited

April 6, 2020: Long Term Stock Market Timing Since 1871 Revisited

by MyPlanIQ | Apr 7, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We revisit the long term moving average timing data for S&P 500 since 1871. Again such a simple strategy has been able to avoid larger loss even in the current crisis. 

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Tag Cloud

AAPL AGG AMZN BAC BND BOE BOND COMP CPI DBC DIA DJI EEM EFA F FB GE GLD GOOG HYG IAU intc IWM IYR JNJ JNK JPM MSFT NYA NYT QQQ Recession SPX SPY T TLT uncategorized Unemployment VNQ Volatility VTI VWO Wall Street Breakfast XOM Zacks Funds

RSS Bogleheads Latest Posts

  • Re: New fee for Vanguard mutual accounts August 9, 2022
    the_wiki wrote: ↑Tue Aug 09, 2022 4:28 pm Man, I just can't see why so many people are worried about a $20/year fee to keep an account that serves them well. It's $20 per fund, so it could be a lot more than just $20.
    retiredjg
  • Re: Help to consolidate in Taxable account August 9, 2022
    lakpr wrote: ↑Tue Aug 09, 2022 3:32 pm lepa71 wrote: ↑Tue Aug 09, 2022 3:22 pm So just I understand. 1. sell VBR with losses only, keep one VBR with gains 2. sell VFH 3. sell all VOO 4. keep all VGT 5. sell VUG worth $6300 or close enough. questions 1. Why do I […]
    lepa71
  • Re: Managing A Modest Windfall - Request Feedback and Recommendations August 9, 2022
    kmanjir wrote: ↑Tue Aug 09, 2022 11:11 am Thanks for bringing up this option I had not thought about at all, squirrel1963. I will need to do some digging into this to understand the full implications of the 'nominal treasuries' - I don't feel like I have grasped it. ....... ....... I need to spend […]
    squirrel1963
  • Re: Overall savings between Gas, Hybrid and EV vehicles August 9, 2022
    billaster wrote: ↑Tue Aug 09, 2022 3:54 pm stoptothink wrote: ↑Tue Aug 09, 2022 3:04 pm billaster wrote: ↑Tue Aug 09, 2022 2:51 pm I picked the Camry for comparison because it is the most popular 4-door sedan sold in the U.S. So the point is that there are available EVs that are equivalent in […]
    stoptothink
  • Re: 20 Years for SP500 to Recover August 9, 2022
    marcopolo wrote: ↑Tue Aug 09, 2022 4:17 pm I guess this is mildly interesting to someone who lump sums into the market at the absolute worst time during their investing life time. Are there any actual such people? To balance this, we should have a similar chart that shows what happens when people pull all […]
    9-5 Suited
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*Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser. MyPlanIQ is not affiliated with any retirement plan and brokerages

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