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.
When to Retire Matters—A Lot!
Retiring at the peak of a bull market or right after a bear market can significantly impact your retirement finances.
How to Become a 401(k) Millionaire?
Save & invest consistently, dollar-cost average your way to be a 401k millionaire.
Introducing the Save More, Grow Wise Newsletter
Introducing Save More, Invest Wise Newsletter that focuses on retirement savings, retirement investments, etirement planning, personal finance topics such as debts and spending, and tools.
Berkshire Hathaway — A Conglomerate of Diversified Holdings as a Fund
In this newsletter, we unveil the ‘best’ long-term stock mutual fund! We discuss its investment methodology and use our own unique tools to measure it against other excellent long-term stock funds.
Lessons From the Investment Options Selection of Savvy Investment Companies’ 401(k) Plans
We examine the 401(k) retirement plans from several savvy investment and financial service companies. In particular, we look at their investment options offered in the plans and discuss some of the funds briefly.
Economic And Financial Market Trends Review
We review the latest economy and financial market trends. We also discuss their impact on investments.
The Best Stock Funds In The Long-Term
In this newsletter, we unveil the ‘best’ long-term stock mutual fund! We discuss its investment methodology and use our own unique tools to measure it against other excellent long-term stock funds.
Stock Seasonality Strategy: Consistency Leads to Long-Term Success
In this newsletter, we revisit a well-known stock anomaly: seasonality. We further demonstrate that this seasonality extends to other stock funds and balanced funds as well.
Quality Business Models Triumph: What Insurance Broker Stock Returns Can Teach Us
In this newsletter, we highlight stocks from a particularly excellent yet somewhat surprising industry—insurance brokers—that have consistently delivered higher returns compared to stock indexes such as the S&P 500.
Gold’s Long-Term Performance: Historical Returns and Key Drivers
We review gold’s long-term returns since 1971. We further examine key drivers that are behind gold returns and point out these factors, inflation, inflation expectation, interest rates, economic uncertainties, international demand and geopolitical events, have a more complex relationship with gold prices.
150+ Years of Long-Term Earnings and Stock Returns of the ‘Conglomerate’ of Collective S&P 500 Index Companies
We look at over 150 years data on S&P 500 earnings and total returns. We then study the rolling returns and compare it with a moving average based portfolio. We conclude that S&P 500 index represents a fantastic ‘business’ to own.
Factor ETFs For Diversification & Return Improvement
We review smart factor ETFs and a momentum portfolio based on these factor ETFs. We argue that major factor ETFs like Quality, Momentum, GARP, Minimum Volatility, Value and Size all have potential to outperform cap-weighted stock indexes such as S&P 500. These ETFs can be effective builindg components for a core portfolio.
Total Return Investments vs. High Yields: Yield Chasing at Your Own Peril
We examine various high dividend ETFs and a closed end fund and discuss how they fare in terms of total returns that combine both capital appreciation and dividend income.
Foreign Stock Investments — Currency Hedged Or Not?
We delve into the details to examine the role of currency-hedged ETFs in international stock investing within an asset allocation portfolio.
Unlocking Investment Potentials With 401(k) Brokerage Link Accounts
We discuss the pros and cons of 401(k) brokerage link accounts
Ranking Biggest 401(K) Stock And Bond Funds
We discuss how to utilize our newly upgraded free comparison tool to better evaluate and compare ETFs, mutual funds and portfolios using rolling returns
Rolling Returns: A Better Way To Evaluate & Compare Investments
We discuss how to utilize our newly upgraded free comparison tool to better evaluate and compare ETFs, mutual funds and portfolios using rolling returns
Index Funds As Businesses — Fundamental Indexing
Introducing fundamental index funds that align with business owner’s approach in investing. We also show how these funds have consistently outperformed.
Investing In Industries With Better Business Models To Outperform Market Indexes
Investing in ‘good’ industry sectors that exhibit strong business models can beat a broad base market index like S&P 500