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  • March 30, 2020: How Did Bond ETFs And Mutual Funds Fare In The Current Crisis?

    March 30, 2020: How Did Bond ETFs And Mutual Funds Fare In The Current Crisis?

    March 31, 2020

    We review bond ETFs and compare their behavior from mutual funds. We also continue our discussion on Covid-19 


  • March 23, 2020: Chaos And Hope

    March 23, 2020: Chaos And Hope

    March 24, 2020

    We believe stock markets are approaching to some reasonable (still not bargain) levels 


  • March 16, 2020: A Live Lesson

    March 16, 2020: A Live Lesson

    March 17, 2020

    We review current market conditions and discuss likely scenarios of the pandemic and its impact on economy and financial markets 


  • March 9, 2020: Risk And Reward

    March 9, 2020: Risk And Reward

    March 10, 2020

    We examine popular risk and reward notion and discuss under the current market condition.  


  • March 2, 2020: The Risk Of Coronavirus Outbreak

    March 2, 2020: The Risk Of Coronavirus Outbreak

    March 3, 2020

    We examine the risk of the new coronavirus outbreak and discuss its impact on economy and financial markets.  


  • February 24, 2020: Long Term Stock Valuation Based Investment Strategies

    February 24, 2020: Long Term Stock Valuation Based Investment Strategies

    February 25, 2020

    We examine closely long term stock valuation metric strategies and show that some improvements of a simple strategy can drastically improve returns.  


  • February 10, 2020: Update On Short Term Cash, Treasury Bills and Brokered CDs

    February 10, 2020: Update On Short Term Cash, Treasury Bills and Brokered CDs

    February 11, 2020

    We review the latest interest rates of money market funds, bank cash, Treasury bills and brokered CDs. 


  • February 3, 2020: Investment Landscape For Retirees And Would-be Retirees: Stocks

    February 3, 2020: Investment Landscape For Retirees And Would-be Retirees: Stocks

    February 3, 2020

    We look at stock investing strategies for retirees. 


  • January 27, 2020: Investment Landscape For Retirees And Would-be Retirees: Fixed Income

    January 27, 2020: Investment Landscape For Retirees And Would-be Retirees: Fixed Income

    January 28, 2020

    We look at fixed income investing strategies for retirees. 


  • January 13, 2020: Portfolio Performance: A Walk In The Past II

    January 13, 2020: Portfolio Performance: A Walk In The Past II

    January 14, 2020

    We revisit walk in the past to look at portfolio returns in history. 


  • January 6, 2020: Asset Outlook and Portfolio Strategies

    January 6, 2020: Asset Outlook and Portfolio Strategies

    January 7, 2020

    We discuss our asset outlook and point out that it’s more important to adopt an active (tactical) portfolio strategy from now on as risk is rising. 


  • December 16, 2019: Q&As On Our Services

    December 16, 2019: Q&As On Our Services

    December 17, 2019

    We again answer some of our users’ recent questions. 


  • December 9, 2019: Portfolio Constructions For Advanced Users

    December 9, 2019: Portfolio Constructions For Advanced Users

    December 10, 2019

    We clarify our offerings and discuss how to utilize practical advanced portfolios. 


  • December 2, 2019: Newsletter Collection Update

    December 2, 2019: Newsletter Collection Update

    December 3, 2019

    We have the latest update on the recent published newsletters.


  • November 25, 2019: Core ETFs or Core Mutual Funds Portfolios

    November 25, 2019: Core ETFs or Core Mutual Funds Portfolios

    November 26, 2019

    We discuss a hybrid ETF and mutual fund portfolio. 


  • November 18, 2019: Introducing MyPlanIQ Asset Allocation Composite Strategy

    November 18, 2019: Introducing MyPlanIQ Asset Allocation Composite Strategy

    November 19, 2019

    We introduce our new Asset Allocation Composite strategy and discuss its brokerage based model portfolios. 


  • November 11, 2019: Market Indicator And Momentum

    November 11, 2019: Market Indicator And Momentum

    November 12, 2019

    We introduce composite momentum that’s a combination of our market indicator and momentum. We show good improvement on portfolios’ returns. 


  • November 4, 2019: Factor ETF Rotation

    November 4, 2019: Factor ETF Rotation

    November 5, 2019

    We introduce a factor ETF rotation portfolio based on momentum of these ETFs. The results show that the portfolio can improve static allocation portfolios. 


  • October 28, 2019: Multi-factor ETFs vs. Equal Weight Multi-Factor Portfolios

    October 28, 2019: Multi-factor ETFs vs. Equal Weight Multi-Factor Portfolios

    October 29, 2019

    We look at multi-factor (value, quality, low volatility and momentum) ETFs and portfolios. We believe factor ETFs can add good value to an asset allocation portfolio. 


  • October 21, 2019: Multi-factor ETFs: Value And Momentum

    October 21, 2019: Multi-factor ETFs: Value And Momentum

    October 22, 2019

    We look at value-momentum combined ETFs. 


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Copyright @ LTI Systems, Inc.

*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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