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  • February 13, 2017: Alternative Investment Portfolios Review

    February 13, 2017: Alternative Investment Portfolios Review

    February 14, 2017

    We review alternative investment portfolios and discuss their outlook. 


  • February 6, 2017: Tax Free Municipal Bond Investments Review

    February 6, 2017: Tax Free Municipal Bond Investments Review

    February 7, 2017

    We review the tax free municipal bond investment portfolios and discuss their outlook. 


  • January 30, 2017: Brokerage Specific Conservative Portfolios

    January 30, 2017: Brokerage Specific Conservative Portfolios

    January 31, 2017

    We introduce major brokerage specific conservative portfolios using a combination stock index funds and total return bond fund portfolios. 


  • January 23, 2017: Fixed Income Portfolio Review

    January 23, 2017: Fixed Income Portfolio Review

    January 24, 2017

    We review our fixed income total return bond fund portfolios in 2016. In 2016, these portfolios outperformed the benchmark again. We also discuss the fixed income outlook. 


  • January 16, 2017: Long Term Trend Following Portfolio Review

    January 16, 2017: Long Term Trend Following Portfolio Review

    January 17, 2017

    We review tatical asset allocation portfolios in 2016 and examine their underperformance in close details. 


  • January 9, 2017: Tactical Asset Allocation Review

    January 9, 2017: Tactical Asset Allocation Review

    January 10, 2017

    We review tatical asset allocation portfolios in 2016 and examine their underperformance in close details. 


  • January 3, 2017: Strategic Asset Allocation Review

    January 3, 2017: Strategic Asset Allocation Review

    January 4, 2017

    We review strategic asset allocation portfolios in 2016 and discuss asset outlook in 2017. 


  • December 12, 2016: Enhanced Index Funds

    December 12, 2016: Enhanced Index Funds

    December 13, 2016

    Enhanced index funds can be alternatives for asset classes that improve portfolio returns. 


  • December 5, 2016: Review Of Broad Base Core Mutual Funds For Brokerages

    December 5, 2016: Review Of Broad Base Core Mutual Funds For Brokerages

    December 6, 2016

    We review broad base core mutual funds used in our brokerage plans. 


  • November 28, 2016: Core Index ETFs Review

    November 28, 2016: Core Index ETFs Review

    November 29, 2016

    We review core index ETFs used in our brokerage investment plans. 


  • November 21, 2016: International Exposure Of U.S. Large Companies

    November 21, 2016: International Exposure Of U.S. Large Companies

    November 22, 2016

    We look at international exposure of US large companies’ business and discuss its impact on asset allocation. 


  • November 14, 2016: Asset Trends After The Election

    November 14, 2016: Asset Trends After The Election

    November 15, 2016

    We review major asset trends and argue that the post election market reaction is more a short term trend. 


  • November 7, 2016: Rising Rate And Current Bond Trend

    November 7, 2016: Rising Rate And Current Bond Trend

    November 8, 2016

    We review fixed income bond segments. We believe that it’s very likely the bond market will experience a major turn of trend. 


  • October 31, 2016: Economy Power And Long Term Stock Returns

    October 31, 2016: Economy Power And Long Term Stock Returns

    November 1, 2016

    In a fair capital market, stocks can achieve a long term positive inflation adjusted returns regardless of economy power status. This is evident from the long term stock returns in UK. 


  • October 24, 2016: Current Commodity Trend And Managed Futures

    October 24, 2016: Current Commodity Trend And Managed Futures

    October 25, 2016

    We review the recent trends of commodities and the performance of several managed futures funds. 


  • October 17, 2016: Investment Mistakes And Good Or Bad Investment Strategies

    October 17, 2016: Investment Mistakes And Good Or Bad Investment Strategies

    October 18, 2016

    We discuss the so called ‘mistakes’ in investing and point out the difference between a real mistake and a temporary investment loss/underperformance. 


  • October 10, 2016: Momentum Investing Review

    October 10, 2016: Momentum Investing Review

    October 17, 2016

    Our review on momentum based portfolios at several levels indicate the recent difficult for many such portfolios. However, longer term, such portfolios, especially the one based on multi-asset momentum, should have a place in an investor’s overall portfolio. 


  • October 3, 2016: Survey & Feedback

    October 3, 2016: Survey & Feedback

    October 5, 2016

    We summarize our users’ surveys and feedback. 


  • September 26, 2016: Fixed Income Investing: Actively Managed Funds vs. Index Funds

    September 26, 2016: Fixed Income Investing: Actively Managed Funds vs. Index Funds

    September 27, 2016

    We argue that unlike in stock investing, actively managed bond funds can outperform bond index funds more consistently and thus can be used as candidate funds for fixed income/bond asset class. 


  • September 19, 2016: Stock Investing: Actively Managed Funds vs. Index Funds

    September 19, 2016: Stock Investing: Actively Managed Funds vs. Index Funds

    September 20, 2016

    Based on long term behavior of active stock funds, we believe the best way in stock investing is to invest in low cost index funds instead of active funds. 


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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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