Top 10 World Allocation Mutual Funds
The following are the top 10 world allocation mutual funds based on MyPlanIQ’s fund ratings: 1. PASDX (PIMCO All Asset D) 0.58% (100%) 2. PGDIX (Principal Global Div Inc Instl) 0.29% (100%) 3. PAUIX (PIMCO All Asset All Authority Inst) 0.37% (99%) 4. LSWWX...
Smart Allocation Managers Are Still Unfazed: Central Banks’ Put In Place?
It seems that majority of smart allocation managers, tracked by MyPlanIQ on SmartMoneyIQ Managers, are putting full faith into central banks’ backstop to European crisis. It is surprising that amid recent market turmoils and economic weakness, most funds still...
Smart Money Unfazed By The Recent Stock Decline
MyPlanIQ’s SmartMoneyIQ Managers monitors 22 domestic and global allocation mutual funds’ asset allocation weekly. From the readings on Friday last week (5/18/2012), it showed that most managers did not alter their allocations dramatically. Among them, GMO...
Fund Allocation: Loomis Sayles Dan Fuss’ Global Markets Fund Is Heavy In International Stocks
Loomsi Sayles Global Markets (LSWWX) is a global allocation fund that can go anywhere. The fund seeks high total investment return through a combination of capital appreciation and current income. The fund invests at least 80% of its net assets in equity and...
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: Wade Pfau's Retirement (2.2% SWR, Annuities) August 17, 2022vineviz wrote: ↑Wed Aug 17, 2022 4:17 pm HomerJ wrote: ↑Wed Aug 17, 2022 3:54 pm When we say "actual" results, we mean forward results. Marcopolo is too intelligent to have meant that. That said, send me some data from the future and I’ll be happy to analyze it for you. Send me a time […]HomerJ
- Re: [Stocks On Sale!] August 17, 2022OP. Suggested library book: Seeking Alpha, Swedroe. It's a recounting of investing methods that have been tried, to improve upon the success of long-term market index invest, and failed. Spoiler alert: nothing beats LT market index investing. Conclusions. --Public knowledge of investing fads is not worth knowing... though early adopters may do okay... if they […]dratkinson
- Re: Outdoor power tools (string trimmer) August 17, 2022So, IIUC, with an EGO universe of tools: You could use a big (lawnmower-sized) battery in a string trimmer, and it would work fine, but be heavy. You could use a small (string-trimmer sized) battery in a lawnmower, and it would work, but POSSIBLY at a loss of power/torque, in addition to loss of run-time? […]psteinx
- Do REITs deliver better long-term return than C-corps due to tax savings? August 17, 2022"In this world nothing can be said to be certain, except death and taxes." - Ben Franklin. It is also certain that, other things being equal, lower tax bills must mean higher return on your investment. Since REITs do not pay corporate tax, can we say that they have higher expected return insofar as their […]EpsilonDelta
- Re: Increasing FDIC limit by beneficiary? August 17, 2022You can use this online tool to model your ideas https://edie.fdic.gov/prudent