Newsletter Collection Update
We list our latest newsletter articles since last update and briefly overview current market conditions
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.
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
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.
The State of The Economy, Market Trends, Valuation, And Internals
We review the state of the economy, market trends, valuation and internals.
Rules of Thumb For The New Year
Start the new year with 9 sensible and useful rules of thumbs in personal finance, savings & retirement investing.
Best Active Bond ETFs
Presenting the best 7 actively managed bond ETFs. We further discuss how to utilize these excellent funds to build an outperforming bond ETF portfolio.
Best Active Bond Mutual Funds
Presenting the best 13 actively managed bond mutual funds. We further discuss how to utilize these excellent funds to build an outperforming bond portfolio.
Advanced Portfolios Review
We look at our advanced portfolios and show that in the long term, these portfolios have been able to outperform popular asset allocation portfolio, both in terms of returns and risk reduction.
Building a Well-Balanced Retirement Portfolio with the FOOT LOCKER 401(K) PLAN
Introduction Planning for retirement is a critical financial goal, and constructing a diversified asset allocation portfolio is a key component of achieving that goal. The FOOT LOCKER 401(K) PLAN offers a selection of investment options, and in this article,...
Constructing a Diversified Asset Allocation Portfolio for the Community Trust Bancorp Employee Stock Ownership Plan
Planning for retirement is a significant financial milestone, and constructing a well-balanced retirement portfolio is essential to achieve your long-term financial goals. For employees participating in the Community Trust Bancorp, Inc. Employee Stock Ownership Plan...
Growth At A Reasonable Price (GARP) Stock ETFs
We discuss two Growth At A Reasonable Price (GARP) ETFs: T. Rowe Price Capital Appreciation ETF TCAF and Invesco S&P GARP ETF SPGP. We further show one can again do better to outperform PRWCX by utilizing the GARP ETFs and total return bond portfolios
Market and Economy Review
We review the current economy and financial markets.
Maximizing Your Retirement Income: The 4% Withdrawal Rule & Retirement Withdrawal Calculator
We review the latest data for safe retirement withdrawal strategies such as the 4% rule. We also introduce the new retirement withdrawal calculator
How To Fully Utilize Self-Directed IRAs For Retirement Investments
We claim that IRAs in a brokerage now offers better and cheaper investment choices than a typical 401(k) plan.
Newsletter Collection Update
We list our recent articles and briefly overview current market conditions
Portfolio Calculator (Simulator) And Rolling Returns
We present our free Portfolio Calculator and discuss its unique feature of producing historical rolling returns for a portfolio.