September 16, 2019: Factor ETFs
We review the most popular stock factors and their indexes. We believe that using these factor based index funds can enhance investment returns with similar risk.
September 9, 2019: Momentum Factor Stock ETFs
We review several momentum stock ETFs, especially on iShares Momentum Factor ETF MTUM. We are impressed with its performance and methodology.
August 26, 2019: Employer 401k Match: Yet Another Free Lunch Not To Be Missed
Employer-matching contributions to a retirement plan are free lunches that are missed by about one third of participants.
August 19, 2019: PIMCO Income Fund and Other Total Return Bond Funds Update
Star funds can and will falter one day and investors should have a strategy to deal with it.
August 12, 2019: Aggressive Fixed Income Portfolios?
We review a total return bond plus muni bond fund portfolio and see whether it can be made more aggressive.