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March 30, 2020: How Did Bond ETFs And Mutual Funds Fare In The Current Crisis?
We review bond ETFs and compare their behavior from mutual funds. We also continue our discussion on Covid-19
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March 23, 2020: Chaos And Hope
We believe stock markets are approaching to some reasonable (still not bargain) levels
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March 16, 2020: A Live Lesson
We review current market conditions and discuss likely scenarios of the pandemic and its impact on economy and financial markets
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March 9, 2020: Risk And Reward
We examine popular risk and reward notion and discuss under the current market condition.
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March 2, 2020: The Risk Of Coronavirus Outbreak
We examine the risk of the new coronavirus outbreak and discuss its impact on economy and financial markets.
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February 24, 2020: Long Term Stock Valuation Based Investment Strategies
We examine closely long term stock valuation metric strategies and show that some improvements of a simple strategy can drastically improve returns.
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February 10, 2020: Update On Short Term Cash, Treasury Bills and Brokered CDs
We review the latest interest rates of money market funds, bank cash, Treasury bills and brokered CDs.
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February 3, 2020: Investment Landscape For Retirees And Would-be Retirees: Stocks
We look at stock investing strategies for retirees.
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January 27, 2020: Investment Landscape For Retirees And Would-be Retirees: Fixed Income
We look at fixed income investing strategies for retirees.
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January 13, 2020: Portfolio Performance: A Walk In The Past II
We revisit walk in the past to look at portfolio returns in history.
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January 6, 2020: Asset Outlook and Portfolio Strategies
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.
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December 16, 2019: Q&As On Our Services
We again answer some of our users’ recent questions.
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December 9, 2019: Portfolio Constructions For Advanced Users
We clarify our offerings and discuss how to utilize practical advanced portfolios.
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December 2, 2019: Newsletter Collection Update
We have the latest update on the recent published newsletters.
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November 25, 2019: Core ETFs or Core Mutual Funds Portfolios
We discuss a hybrid ETF and mutual fund portfolio.
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November 18, 2019: Introducing MyPlanIQ Asset Allocation Composite Strategy
We introduce our new Asset Allocation Composite strategy and discuss its brokerage based model portfolios.
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November 11, 2019: Market Indicator And Momentum
We introduce composite momentum that’s a combination of our market indicator and momentum. We show good improvement on portfolios’ returns.
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November 4, 2019: Factor ETF Rotation
We introduce a factor ETF rotation portfolio based on momentum of these ETFs. The results show that the portfolio can improve static allocation portfolios.
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October 28, 2019: Multi-factor ETFs vs. Equal Weight Multi-Factor Portfolios
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.
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October 21, 2019: Multi-factor ETFs: Value And Momentum
We look at value-momentum combined ETFs.



















