February 2025 MyPlanIQ Portfolio Update
In this issue:
- QARP: Quality at a Reasonable Price — Graham’s Framework for Defensive Investors
- Fund Analysis: QARP-style ETFs
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
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
December 2024 MyPlanIQ Portfolio Update
In this issue:
- Tactical Asset Allocation Portfolios In-Depth Update
- Fund analysis: U.S. stock momentum factor ETFs
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
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.