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Newsletter Collection Update
We list our latest newsletter articles since last update and briefly overview current market conditions
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Total Return Investments vs. High Yields: Yield Chasing at Your Own Peril
We examine various high dividend ETFs and a closed end fund and discuss how they fare in terms of total returns that combine both capital appreciation and dividend income.
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Foreign Stock Investments — Currency Hedged Or Not?
We delve into the details to examine the role of currency-hedged ETFs in international stock investing within an asset allocation portfolio.
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Unlocking Investment Potentials With 401(k) Brokerage Link Accounts
We discuss the pros and cons of 401(k) brokerage link accounts
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Ranking Biggest 401(K) Stock And Bond Funds
We discuss how to utilize our newly upgraded free comparison tool to better evaluate and compare ETFs, mutual funds and portfolios using rolling returns
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Rolling Returns: A Better Way To Evaluate & Compare Investments
We discuss how to utilize our newly upgraded free comparison tool to better evaluate and compare ETFs, mutual funds and portfolios using rolling returns
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Index Funds As Businesses — Fundamental Indexing
Introducing fundamental index funds that align with business owner’s approach in investing. We also show how these funds have consistently outperformed.
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Investing In Industries With Better Business Models To Outperform Market Indexes
Investing in ‘good’ industry sectors that exhibit strong business models can beat a broad base market index like S&P 500
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S&P Good Sectors Review
We examine the latest business metrics for the four favorable S&P 500 sectors and discuss the latest performance of the portfolios using these sector ETFs as candidate funds.
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The State of The Economy, Market Trends, Valuation, And Internals
We review the state of the economy, market trends, valuation and internals.
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Growth At A Reasonable Price (GARP) Stock ETFs
We discuss two Growth At A Reasonable Price (GARP) ETFs: T. Rowe Price Capital Appreciation ETF TCAF and Invesco S&P GARP ETF SPGP. We further show one can again do better to outperform PRWCX by utilizing the GARP ETFs and total return bond portfolios
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Market and Economy Review
We review the current economy and financial markets.
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Maximizing Your Retirement Income: The 4% Withdrawal Rule & Retirement Withdrawal Calculator
We review the latest data for safe retirement withdrawal strategies such as the 4% rule. We also introduce the new retirement withdrawal calculator
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How To Fully Utilize Self-Directed IRAs For Retirement Investments
We claim that IRAs in a brokerage now offers better and cheaper investment choices than a typical 401(k) plan.
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Newsletter Collection Update
We list our recent articles and briefly overview current market conditions
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Portfolio Calculator (Simulator) And Rolling Returns
We present our free Portfolio Calculator and discuss its unique feature of producing historical rolling returns for a portfolio.
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ETFs In Asset Classes For Portfolio Construction
We discuss our new ETFs in Asset Classes web page and show how these selected group of ETFs can be used for asset allocation portfolios.
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Retirement Savings: How Much Should You Save For A Comfortable Retirement Life?
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
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High Yield Bonds Are Good Alternatives For Aggressive Fixed Income Investors
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
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Trends, Factors & Indicators
We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.
