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May 4, 2020: The Real, Sensible And Wise Warren Buffett

May 4, 2020: The Real, Sensible And Wise Warren Buffett

May 5, 2020

We find a more assuring Warren Buffett amid his seemingly pessimistic annual shareholding metting.  

April 27, 2020: Total Return Bond Funds & Portfolios

April 27, 2020: Total Return Bond Funds & Portfolios

Apr 28, 2020

We review our total return bond fund based portfo 

April 20, 2020: Multi-Factor ETFs and Rotation

April 20, 2020: Multi-Factor ETFs and Rotation

Apr 21, 2020

We look at the latest factor based ETFs and their momentum based rotation portfolios 

April 13, 2020: A Closer Look At 401(k) Investment Portfolios

April 13, 2020: A Closer Look At 401(k) Investment Portfolios

Apr 14, 2020

We reviewed a typical 401k plan’s model portfolios 

April 6, 2020: Long Term Stock Market Timing Since 1871 Revisited

April 6, 2020: Long Term Stock Market Timing Since 1871 Revisited

Apr 7, 2020

We revisit the long term moving average timing data for S&P 500 since 1871. Again such a simple strategy has been able to avoid larger loss even in the current crisis. 

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*Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser. MyPlanIQ is not affiliated with any retirement plan and brokerages

Investment strategies, results and any other information presented on the website are for education and research purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations.

Information provided by the website could be time-sensitive and out of date. There is no guarantee for accuracy and completeness for the contents on the website. Contents are subject to change without notice.

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