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February 25, 2013: Risk Parity All Weather & Permanent Portfolio Review
Review of all weather portfolios including permanent portfolios, four pillar foundation based and risk parity based Bridgewater’s portfolios.
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February 18, 2013: Dividend & Income Funds In Asset Allocation
Dividend and income funds are good substitutes for asset allocation portfolios.
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February 4, 2013: Day To Day Portfolio Management
Day to day portfolio management tips and techniques matter.
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January 28, 2013: Valuation Matters
We are value investors at heart but pragmatists in spirit. Valuation does matter.
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January 21, 2013: Year End Review Of Brokerage Specific ETF and Mutual Fund Portfolios
We review 2012 performance of brokerage specific ETF and mutual fund portfolios.
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January 14, 2013: Year End Review Of Advanced Portfolios
We review 2012 performance of various advanced portfolios including our benchmark tactical portfolios and conservative and fixed income portfolios.
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January 7, 2013: Year End Review Of Featured ETF Portfolios
Tactical and Stategic Asset Allocation Portfolios for Featured ETF plans are reviewed for their 2012 performance.
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December 31, 2012: New Year Resolutions
Our New Year resolutions are better investment process and implementation amid the best and the worst of our time!
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December 24, 2012: Season’s Greetings
On behalf of the entire staff at MyPlanIQ.com, we wish you a happy holiday!
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December 17, 2012: Financial Repression: What To Do With Your Investments
We discussed the concept of financial repression around the globe and its ramifications on investments. Several ways to cope with this ongoing repression are further discussed.
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December 10, 2012: How Asset Allocation Strategies Performed In Secular Market Trends
We look at the longest history relative strength based asset allocation portfolio to understand how strategic and tactical perform in various secular markets.
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December 3, 2012: Asset Trends & Correlations For Portfolio Construction
We discuss how asset trends & correlations can be used for portfolio construction.
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November 26, 2012: College Savings 529 Plan Investment Portfolio Management
College savings 529 plans have many tax advantages and some serious drawbacks. We discuss and review some of portfolio management styles for this kind of plans.
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November 19, 2012: Asset Trends & Correlations
Asset trends and their correlations can serve as good indicators for short and long term major asset behaviors. They are useful references and can be also important educational materials to help reinforce diversification and risk management concepts.
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November 12, 2012: Multiple Portfolios As Another Diversification Dimension
Using multiple portfolios and/or strategies can increase diversification effect and better your investment behavior.
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November 5, 2012: 401K Investment Portfolio Management
This newsletter discusses 401K investment portfolio management issues including asset allocation and how to handle regularly added new money from salary deduction.
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October 29, 2012: Sharpe, Maximum Draw Down And Sortino Ratios
We discussed Sharp ratio, maximum drawdown and Sortino ratio, all of which are important metrics for portfolio behavior measurement.
