We review some of the best US asset allocation funds. 

Brief review of current markets

Four big banks are still offering close to nothing interest to their customers, an amazing phenomenon considering now the interest rate is about 2.3%. 

Right or wrong decision for a short term market direction is not equal to long term investing performance. 

We discuss a possible modification of our taxable total return bond fund portfolios with addition of muni bond funds. We also comment on our strategies for the current market condition. 

We review DoubleLine CAPE Based US and International Funds — The funds are long term stock valuation metric based while employing momentum technique. 

We add the newsletters published in the past six months to our newsletter collection. 

We look closely at the current asset trends, especially US stock market internals. 

We compare taxable and tax exempt high yield bonds and discuss tax exempt portfolios that utilize high yield muni bond funds. 

We examine historical data to see how high yield bonds have performed in the past rising rate periods. 

We looked at several main themes in the investment since the financial crisis. 

We argue that pure value or pure growth style investing is not ideal and review their behavior. 

We look at so called ‘money market’ ETFs and see whether they are up to the task. 

We look at rolling 10 and 15 year returns of momentum based stock portfolios. 

Our review on total return bond ETFs still shows that these ETF based fixed income portfolios are not comparable to the total return bond mutual fund portfolios. 

We look at Fidelity low cost index funds in more details

We discuss tax efficient investments, especially for equities. 

We review municipal bond funds, their portfolios and current outlook. 

An official guide to construct a good conservative portfolio for various purposes. 

We study conservative allocation mutual funds and discuss whether to use them to construct a conservative portfolio.