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January 7, 2013: Year End Review Of Featured ETF Portfolios

January 8, 2013

Tactical and Stategic Asset Allocation Portfolios for Featured ETF plans are reviewed for their 2012 performance.
December 31, 2012: New Year Resolutions

January 1, 2013

Our New Year resolutions are better investment process and implementation amid the best and the worst of our time!
December 24, 2012: Season’s Greetings

December 25, 2012

On behalf of the entire staff at MyPlanIQ.com, we wish you a happy holiday!
December 17, 2012: Financial Repression: What To Do With Your Investments

December 18, 2012

We discussed the concept of financial repression around the globe and its ramifications on investments. Several ways to cope with this ongoing repression are further discussed.
December 10, 2012: How Asset Allocation Strategies Performed In Secular Market Trends

December 11, 2012

We look at the longest history relative strength based asset allocation portfolio to understand how strategic and tactical perform in various secular markets.
December 3, 2012: Asset Trends & Correlations For Portfolio Construction

December 4, 2012

We discuss how asset trends & correlations can be used for portfolio construction.
November 26, 2012: College Savings 529 Plan Investment Portfolio Management

November 27, 2012

College savings 529 plans have many tax advantages and some serious drawbacks. We discuss and review some of portfolio management styles for this kind of plans.
November 19, 2012: Asset Trends & Correlations

November 20, 2012

Asset trends and their correlations can serve as good indicators for short and long term major asset behaviors. They are useful references and can be also important educational materials to help reinforce diversification and risk management concepts.
November 12, 2012: Multiple Portfolios As Another Diversification Dimension

November 13, 2012

Using multiple portfolios and/or strategies can increase diversification effect and better your investment behavior.
November 5, 2012: 401K Investment Portfolio Management

November 6, 2012

This newsletter discusses 401K investment portfolio management issues including asset allocation and how to handle regularly added new money from salary deduction.
October 29, 2012: Sharpe, Maximum Draw Down And Sortino Ratios

October 30, 2012

We discussed Sharp ratio, maximum drawdown and Sortino ratio, all of which are important metrics for portfolio behavior measurement.
October 22, 2012: Income And Conservative Portfolio Review

October 23, 2012

We review conservative and bond investing portfolios: fixed income investors can still achieve reasonable returns through diversification and active management of various bond segments.
October 15, 2012: Performance From Asset Allocation And Fund Selection

October 16, 2012

Asset allocation is the key factor for portfolio returns and risk. Fund selection should be oriented around the target asset allocation and funds’ correlation with their asset classes.
October 8, 2012: Asset Allocation Strategies Have Cycles Too

October 9, 2012

Strategic allocation portfolios have out performed their tactical counterparts for the last 3 years? Is it the time to ditch the tactical portfolios? Not so fast, we argue.
October 1, 2012: Strategic Asset Allocation Optimized

October 2, 2012

We released Strategic Asset Allocation – Optimal strategy for basic subscribers. This strategy complements with TAA to form solid core satellite portfolios.
September 24, 2012: Tax Efficient Investing

September 25, 2012

We discussed the tax efficiency of tactical and strategic asset allocation portfolios using our recently released tax performance estimator.
September 17, 2012: 8 Harmful Behaviors For Your Portfolios

September 18, 2012

The 8 harmful behaviors in portfolio implementation are discussed. … the more serious question one should always ask is: What happens if my behavior is wrong (or go against my thinking)? What should I do?
September 10, 2012: Taxonomy Of Momentum, Relative Strength And Trend Following

September 11, 2012

We discuss the difference among momentum, relative strength and trend following and their usages in stock and asset allocation.
September 3, 2012: New Features & Low Cost ETFs For Prime Time

September 3, 2012

New features: get started now, fund expense ratios for plans. Portfolio expense ratios and dividend yields. Low cost ETFs such as those from Vanguard are ready for prime time.
August 27, 2012: Trends Can Be Fickle But Still Are Your Friends

August 28, 2012

From Hussman’s study on all-in/all-out single indicator (moving average) based timing to several ‘impressive’ relative strength studies, we can conclude that Trends Can Still Be Your Friends, though Fickle.