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May 6, 2013: High Dividend ETF Portfolio Construction
One can use a tactical strategy to construct a high dividend ETF portfolio by carefully including a well selected candidate ETFs with high yields. A 6% to 7% yield portfolio is possible.
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April 29, 2013: Goal Based Financial Planning And Investing
Goal based financial planning helps you to classify your needs into several categories. You then setup your investment portfolios based on these goals.
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April 22, 2013: Portfolio Rebalance – Ease of Use
We review portfolio rebalances for both ETF, mutual fund brokerage accounts as well as 401k accounts. We further show FolioFn’s one-click basket rebalance feature.
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April 15, 2013: What Happened To Gold And Commodities?
Gold and commodities are down. But for a long term investor, this is just a natural part of the whole process. At some point, they will have positive effect on portfolios.
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April 8, 2013: First Quarter Review: Trends Are In Place But Can They Sustain?
We review our asset allocation strategies for some typical portfolios. Overall, we are pleased with the performance of the three strategies (SAA equal weight, SAA Optimal and TAA). They have done exactly as what they were supposed to do.
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April 1, 2013: Momentum Over Stocks, Sector And Style Funds
We present performance results on momentum based stock funds, sector rotation and style rotation. We further make observations on the effectiveness of momentum based investing in various categories.
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March 25, 2013: New Feature: Advanced Static Portfolios & Lazy Portfolio Asset Allocations
A new feature allows users to use their allocations to create portfolios for a list of funds (such as a 401k plan or a brokerage recommended funds such as Fidelity Fund Picks or Schwab OneSource Select Funds) and receive monthly or quarterly rebalance emails.
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March 18, 2013: Are Bond Investors Doomed?
Fixed income bond investing is still full of opportunities.
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March 11, 2013: How To Evaluate Investing Strategies
Understand the nature of a strategy and setting up the right expectation is the key in investment success. Current situation calls for extreme cautions.
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February 25, 2013: Risk Parity All Weather & Permanent Portfolio Review
Review of all weather portfolios including permanent portfolios, four pillar foundation based and risk parity based Bridgewater’s portfolios.
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February 18, 2013: Dividend & Income Funds In Asset Allocation
Dividend and income funds are good substitutes for asset allocation portfolios.
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February 4, 2013: Day To Day Portfolio Management
Day to day portfolio management tips and techniques matter.
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January 28, 2013: Valuation Matters
We are value investors at heart but pragmatists in spirit. Valuation does matter.
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January 21, 2013: Year End Review Of Brokerage Specific ETF and Mutual Fund Portfolios
We review 2012 performance of brokerage specific ETF and mutual fund portfolios.
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January 14, 2013: Year End Review Of Advanced Portfolios
We review 2012 performance of various advanced portfolios including our benchmark tactical portfolios and conservative and fixed income portfolios.
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January 7, 2013: Year End Review Of Featured ETF Portfolios
Tactical and Stategic Asset Allocation Portfolios for Featured ETF plans are reviewed for their 2012 performance.
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December 31, 2012: New Year Resolutions
Our New Year resolutions are better investment process and implementation amid the best and the worst of our time!
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December 24, 2012: Season’s Greetings
On behalf of the entire staff at MyPlanIQ.com, we wish you a happy holiday!
