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Optimized Portfolio

Investing and Personal Finance

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  • Investing 101
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  • Funds
    • VOO vs. VTI – Vanguard S&P 500 or Total Stock Market ETF?
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  • Leverage
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    • NTSX – Review and Summary
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  • Dividends
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  • Brokers
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    • M1 Finance Review
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  • Retirement
    • The 10 Best ETFs for Retirement Portfolios in 2023
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  • My Toolbox

Funds

BlackRock iShares Launches First Target Date ETFs

Last Updated: October 24, 2023 No Comments – 3 min. read

ishares target date chart

Previously you could only get a target date fund in the form of a mutual fund. Now they're available as ETFs. The enormous asset manager BlackRock has launched the industry's first lineup of target date ETFs. I've noted elsewhere why ETFs are usually preferable to mutual funds for a number of reasons and are gradually replacing mutual funds. Millions of Americans … [Read more...] about BlackRock iShares Launches First Target Date ETFs

3 Best Floating Rate Bond ETFs – USFR vs. TFLO vs. FLOT

Last Updated: July 21, 2023 No Comments – 4 min. read

otter floating

Floating rate bonds adjust quickly to interest rate changes. Here we'll compare the best floating rate ETFs - USFR, TFLO, and FLOT. Video Prefer video? Watch it here: What Are Floating Rate Bonds? Floating rate bonds are debt instruments with variable interest rates, as opposed to a typical bond with a fixed rate. That interest rate is based on some … [Read more...] about 3 Best Floating Rate Bond ETFs – USFR vs. TFLO vs. FLOT

Avantis Files for 6 New ETFs – AVGV, AVDS, AVMG, AVTD, AVTV, AVLC

Last Updated: April 8, 2023 No Comments – 2 min. read

Avantis filed for 6 new ETFs on March 21, 2023 - AVGV, AVDS, AVMG, AVTD, AVTV, and AVLC. I briefly summarize them here. Avantis clearly provides great factor funds. They're expanding their offering with 6 new ETFs. Most are "fund of funds" products. AVGV - Avantis All Equity Markets Value ETF AVGV, the Avantis All Equity Markets Value ETF, will be a fund of … [Read more...] about Avantis Files for 6 New ETFs – AVGV, AVDS, AVMG, AVTD, AVTV, AVLC

AVGV ETF Review – Avantis All Equity Markets Value ETF

Last Updated: July 9, 2023 12 Comments – 3 min. read

avgv

AVGV is a new ETF from Avantis that is a single fund solution for the global stock market investor who wants to go all in on Value stocks. I review it here. Prefer video? Watch it here. If not, continue scrolling to read below. If you've arrived here, I'd guess you already know Avantis is one of the best names in the biz for factor funds, that Value has the most … [Read more...] about AVGV ETF Review – Avantis All Equity Markets Value ETF

Return Stacking Explained – Greater Returns With Lower Risk?

Last Updated: April 8, 2023 6 Comments – 9 min. read

return stacking

Return stacking refers to applying a modest amount of leverage to a diversified investment portfolio of different asset classes in an attempt to ratchet up expected returns while simultaneously potentially lowering or at least maintaining risk. Here we'll look at what return stacking is and when, why, and how to do it. What Is Return Stacking? Return stacking is … [Read more...] about Return Stacking Explained – Greater Returns With Lower Risk?

SGOV vs. BIL – Which ETF for U.S. T-Bills in 2023?

Last Updated: April 30, 2023 1 Comment – 2 min. read

dividend income

SGOV and BIL are two popular ETFs for U.S. Treasury Bills. Is there a clear choice for ? Let's compare them. Treasury bills, or T-bills for short, are just ultra-short-term bonds from the U.S. government. These short bonds with maturities of less than a year are called bills. T-bills are referenced as the "risk-free asset" because they are backed by the full faith and … [Read more...] about SGOV vs. BIL – Which ETF for U.S. T-Bills in 2023?

RSSB ETF Review – Return Stacked Global Stocks & Bonds ETF

Last Updated: April 11, 2023 4 Comments – 5 min. read

RSSB aims to soon provide a "return stacked" solution for global stocks and bonds in a single ETF. Let's review it. First, it's important to note that as of March 29, 2023, RSSB is not trading yet. The SEC filing happened on February 6, 2023. "Return stacking" - a term that was actually coined by the creators of RSSB - simply refers to layering different sources of … [Read more...] about RSSB ETF Review – Return Stacked Global Stocks & Bonds ETF

AVES ETF Review – Avantis Emerging Markets Value ETF

Last Updated: May 17, 2023 2 Comments – 3 min. read

aves

AVES is a relatively new ETF from Avantis for targeted factor exposure in Emerging Markets. I review it here and compare it to its counterparts that are usually included in the same conversation, AVEM and DGS. Prefer video? Watch it here: If you've arrived on this page, you probably already know that overweighting or tilting with certain risk factors may offer … [Read more...] about AVES ETF Review – Avantis Emerging Markets Value ETF

Optimized Portfolio “Best in Class” ETFs List for 2023

Last Updated: April 4, 2023 4 Comments – 3 min. read

best in class etfs

Every year the legendary investing author and educator Paul Merriman and his team release their recommendations of "best in class ETFs" for each market segment suggested for his model portfolios, so I figured I'd do the same. Introduction - Read This First Paul Merriman publishes his list of "best in class ETFs" every year for his model portfolios. I've got quite a … [Read more...] about Optimized Portfolio “Best in Class” ETFs List for 2023

Paul Merriman Best in Class ETFs List for 2023

Last Updated: February 16, 2023 No Comments – < 1 min. read

paul merriman

Every year the legendary investing author and educator Paul Merriman and his team release their recommendations of "best in class ETFs" for each market segment suggested for his model portfolios. They usually line up with my own research and suggestions. The list for 2023 is below. Introduction By "best in class," Merriman aims to identify funds with low fees and … [Read more...] about Paul Merriman Best in Class ETFs List for 2023

SARK ETF – The Inverse ARKK ETF To Bet Against Cathie Wood

Last Updated: February 11, 2023 No Comments – 3 min. read

cathie wood

The SARK ETF allows investors to directly bet against Cathie Wood by aiming to deliver the inverse return of her ARKK ETF. It has returned a whopping 95% in a little over a year. Let's check it out. Prefer video? Watch it here: Cathie Wood is at the helm of ARK Invest, whose flagship fund ARKK - the ARK Innovation ETF - saw record inflows after it returned 153% … [Read more...] about SARK ETF – The Inverse ARKK ETF To Bet Against Cathie Wood

Inverse Cramer ETF (SJIM) – Bet Against Jim’s Stock Picking Advice

Last Updated: February 7, 2023 No Comments – 4 min. read

jim cramer

Jim Cramer's stock picking advice has historically been pretty terrible. Now you may be able to make money betting against that advice with the inverse Cramer ETF. Inverse Cramer ETF Review Video Prefer video? Watch it here: Inverse Cramer ETF (SJIM) Review Jim Cramer is the loud and obnoxious TV personality yelling at you to buy or sell specific stocks … [Read more...] about Inverse Cramer ETF (SJIM) – Bet Against Jim’s Stock Picking Advice

SGOV ETF Review – Is SGOV a Good Investment for T-Bills in 2023?

Last Updated: July 21, 2023 4 Comments – 2 min. read

sgov

SGOV is a relatively new ETF from iShares for 0-3 month U.S. Treasury bonds, called T-bills. But is it a good investment for ? I review it here. SGOV ETF Review Video Prefer video? Watch it here: SGOV ETF Methodology, Dividend Yield, and Fees SGOV is the iShares 0-3 Month Treasury Bond ETF. It launched in mid-2020 and has since quickly amassed nearly … [Read more...] about SGOV ETF Review – Is SGOV a Good Investment for T-Bills in 2023?

AOK ETF Review – iShares Core Conservative Allocation ETF

Last Updated: January 25, 2023 No Comments – 3 min. read

aok

AOK is a conservative ETF from iShares that is part of their line of Core Allocation ETFs, which provide a globally diversified, multi-asset portfolio in a single fund. But is AOK a good investment? I review it here. AOK ETF - What, How, and Why AOK is the iShares Core Conservative Allocation ETF. It is part of iShares' line of asset allocation ETFs called Core … [Read more...] about AOK ETF Review – iShares Core Conservative Allocation ETF

AOM ETF Review – iShares Core Moderate Allocation ETF (40/60)

Last Updated: January 25, 2023 No Comments – 3 min. read

aom

AOM is an ETF from iShares that is part of their line of Core Allocation ETFs, which provide a well-diversified portfolio in one single fund. But is AOM a good investment? I review it here. AOM ETF - What, How, and Why The AOM ETF from iShares is part of their line of asset allocation ETFs called Core Allocation Funds that launched in late 2008. AOM is called … [Read more...] about AOM ETF Review – iShares Core Moderate Allocation ETF (40/60)

AOR ETF Review – iShares Core Growth Allocation ETF (60/40)

Last Updated: January 25, 2023 No Comments – 4 min. read

aor etf

AOR is an ETF from iShares that is part of their line of Core Allocation ETFs, which provide a globally diversified, multi-asset portfolio in one single fund. But is AOR a good investment? I review it here. AOR ETF - What, How, and Why AOR is the iShares Core Growth Allocation ETF. It is part of iShares' line of asset allocation ETFs called Core Allocation Funds … [Read more...] about AOR ETF Review – iShares Core Growth Allocation ETF (60/40)

AOA ETF Review – iShares Core Aggressive Allocation ETF (80/20)

Last Updated: January 25, 2023 2 Comments – 3 min. read

aoa

AOA is an ETF from iShares that is part of their line of Core Allocation ETFs, which provide a well-diversified portfolio in one single fund. But is AOA a good investment? I review it here. AOA ETF - What, How, and Why The AOA ETF from iShares is part of their line of asset allocation ETFs called Core Allocation Funds that launched in late 2008. AOA is called … [Read more...] about AOA ETF Review – iShares Core Aggressive Allocation ETF (80/20)

The 4 Best Cybersecurity ETFs To Buy in 2023

Last Updated: January 24, 2023 No Comments – 4 min. read

cybersecurity

With greater technological reliance comes a greater risk for cyber threats and thus a greater need for cybersecurity. Here we'll check out the 4 best cybersecurity ETFs for . Introduction - Why Cybersecurity ETFs? Technological reliance by businesses and individuals is rapidly increasing globally, and with it the number and sophistication of cyber threats. … [Read more...] about The 4 Best Cybersecurity ETFs To Buy in 2023

PFIX ETF Review – Interest Rate Hedge ETF for Fed Rate Hikes in 2023?

Last Updated: February 4, 2023 No Comments – 4 min. read

pfix

PFIX is an ETF from Simplify to hedge against upward interest rate changes and volatility. It returned a whopping 92% in 2022. But is it a good investment for ? I review it here. PFIX ETF Review Video Prefer video? Watch it here: PFIX ETF - What It Is and How It Works PFIX from Simplify launched in mid-2021 and has quickly amassed over $330 million in … [Read more...] about PFIX ETF Review – Interest Rate Hedge ETF for Fed Rate Hikes in 2023?

GOVT ETF Review – iShares U.S. Treasury Bond ETF

Last Updated: January 23, 2023 No Comments – 2 min. read

govt

GOVT is a total U.S. Treasury bond market ETF from iShares that covers the entire yield curve. But is it a good investment? I review it here. GOVT Methodology and Fees GOVT from iShares is the only ETF I know of for the total U.S. treasury bond market. It launched in late 2012 and has since amassed nearly $22 billion in assets. GOVT tracks a market-weighted … [Read more...] about GOVT ETF Review – iShares U.S. Treasury Bond ETF

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John Williamson, APMA®

Analytical data nerd, investing enthusiast, fintech consultant, Boglehead, and Oxford comma advocate. I'm not a big fan of social media, but you can find me on LinkedIn and Reddit. Read More…

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