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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
Newsletter Collection Update

Newsletter Collection Update

We list our latest newsletter articles since last update and briefly overview current market conditions

S&P Good Sectors Review

S&P Good Sectors Review

We examine the latest business metrics for the four favorable S&P 500 sectors and discuss the latest performance of the portfolios using these sector ETFs as candidate funds.