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  • April 30, 2018: Momentum Investing Review

    April 30, 2018: Momentum Investing Review

    May 1, 2018

    Momentum investing does well in the past year. We also look at MTUM, a stock momentum ETF and discuss the performance of strategies at various levels. 


  • April 23, 2018: Commodities In Current Environment

    April 23, 2018: Commodities In Current Environment

    April 24, 2018

    We look at the recent commodity trend and discuss what to do in the current market environment. 


  • April 16, 2018: Municipal Bonds As A Fixed Income Asset Class

    April 16, 2018: Municipal Bonds As A Fixed Income Asset Class

    April 17, 2018

    We look at the municipal bond market and argue that they themselves can be a good asset class. 


  • April 9, 2018: Exponential Or Compounding Nature In Investing

    April 9, 2018: Exponential Or Compounding Nature In Investing

    April 10, 2018

    The inability to understand exponential functions can greatly surprise us. 


  • April 2, 2018: Inside Of The Stock Chaos

    April 2, 2018: Inside Of The Stock Chaos

    April 3, 2018

    We discuss in details the market internals. 


  • March 26, 2018: Total Return Bond Update

    March 26, 2018: Total Return Bond Update

    March 27, 2018

    We update total return bond funds and PIMCO share conversion. 


  • March 19, 2018: Treasury Bills vs. Brokered CDs

    March 19, 2018: Treasury Bills vs. Brokered CDs

    March 20, 2018

    We discuss the difference between Treasury bills and brokered CDs. Surprisingly, brokered CDs are yielding lower than Treasury bills right now. 


  • March 12, 2018: Defensive Conservative Portfolio Review

    March 12, 2018: Defensive Conservative Portfolio Review

    March 13, 2018

    We review our defensive conservative portfolios. 


  • March 5, 2018: Warren Buffett’s Advices

    March 5, 2018: Warren Buffett’s Advices

    March 6, 2018

    We delve into more precise details to analyze Warren Buffett’s recent advices. 


  • February 26, 2018: Pros And Cons of Strategic And Tactical Portfolios In 2018

    February 26, 2018: Pros And Cons of Strategic And Tactical Portfolios In 2018

    February 27, 2018

    We look at specific pros and cons of our strategic and tactical asset allocation strategies for 2018. 


  • February 12, 2018: Trend Review

    February 12, 2018: Trend Review

    February 13, 2018

    We review the recent market trends. 


  • February 5, 2018: Market Selloff And Long Term Investing

    February 5, 2018: Market Selloff And Long Term Investing

    February 6, 2018

    We examine the recent selloff and the price action around the Black Monday, 1987 to understand why it’s important to stay the course.


  • January 29, 2018: The New Addition To Our Total Return Bond Fund Candidates

    January 29, 2018: The New Addition To Our Total Return Bond Fund Candidates

    January 30, 2018

    We are adding Prudential total return bond fund to our total return bond portfolios’ candidate fund lists. We also look at the performance of our total return bond fund portfolios.


  • January 22, 2018: Where Are Bonds Heading?

    January 22, 2018: Where Are Bonds Heading?

    January 23, 2018

    The current bull market in bonds might be ending. However, investors should stay the course to take advantage of pockets of opportunities while managing risk.


  • January 15, 2018: Tactical Portfolios Review

    January 15, 2018: Tactical Portfolios Review

    January 16, 2018

    We review our tactical asset allocation portfolios and discuss its relationship to so called dual momentum.


  • January 8, 2018: Strategic Portfolios Review

    January 8, 2018: Strategic Portfolios Review

    January 9, 2018

    We review strategic asset allocation portfolios and discuss asset outlook for 2018.


  • December 18, 2017: Record Highs And Risk

    December 18, 2017: Record Highs And Risk

    December 19, 2017

    Record high markets and high risk coexist right now. Manage risk tolerance level carefully and be disciplined and rigorous.


  • December 11, 2017: Cash Return And Interest Rate Update

    December 11, 2017: Cash Return And Interest Rate Update

    December 12, 2017

    Short term Treasury yields have risen continuously. We look at the latest cash returns and interest rate update.


  • December 4, 2017: Mutual Fund Star Ratings: Are They Useful?

    December 4, 2017: Mutual Fund Star Ratings: Are They Useful?

    December 5, 2017

    The Morningstar and other fund ratings shouldn’t be used as an occasional guide for fund selection. A more regular and rigorous process should be followed.


  • November 20, 2017: Thankful And Mindful

    November 20, 2017: Thankful And Mindful

    November 21, 2017

    We should be thankful for the good stock market environment so far but on the other hand, mindful of their high valuation. 


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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.

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