January 2025 MyPlanIQ Portfolio Update

January 2025 MyPlanIQ Portfolio Update

In this issue:

  • 2024 Review
  • Fund Analysis: Be Cautious with Options-Based Income Funds
  • Economic & Market Indicators
  • Model Portfolios
  • Funds to Watch
  • Expect a Bumpy Ride: Outlook for Stocks and Bonds in 2025
MyPlanIQ Monthly Portfolio Update

MyPlanIQ Monthly Portfolio Update

We explain our premium portfolios and discuss their holdings. We further discuss several funds that are related to our portfolios. Current economic and financial conditions are also discussed.