The newsletter ceased publication on Nov. 30, 2023, with Issue #57. Subscriptions are no longer available.
Our newsletters began having different paid and free editions on Sept. 12, 2018 with Issue #10. Prior newsletters had only a free version. Past free newsletters can be found on our free news page.
♪ = premium content in the paid newsletter
Issue #57 — Nov. 30, 2023
• The 60/40 portfolio is debunked
• Hello PINs are in Windows, but passkeys are better
• How Black Friday numbers predict year-end gains ♪
• Take tax steps in December or be surprised in 2024 ♪
• Really, just how bad are target-date funds? ♪
• How to access past paid content ♪
Issue #56 — Oct. 13, 2023
• The S&P 500 has lost 9.9% since 2022
• Your worst Windows 11 irritations — solved!
• No-commission trading may cost you dearly ♪
• Get a charitable tax break without itemizing ♪
• “Dumb Money” film exposes meme-stock craziness ♪
• How to access past paid content ♪
Issue #55 — July 31, 2023
• Even a 7-year-old beats the market
• Can a stop-loss improve a Muscular Portfolio? ♪
• Inflation may be from cost push or margin expansion ♪
• Congress increases tax break for retirement ♪
• How to access past paid content ♪
Issue #54 — June 27, 2023
• How to avoid a flash crash
• The Star Trek universal translator is here today
• Only 8 stocks produced much of the S&P 500’s gains ♪
• Money flows into some index-fund sponsors but not all ♪
• This account gives you 17% more gain than a 401(k) ♪
• How to access past paid content ♪
Issue #53 — May 1, 2023
• The market is still bearish
• You’re fired if you don’t know how to use GPT-4
• All signs point to a recession within months ♪
• Manufacturers pull back, predicting a slowdown ♪
• During a recession, you need assets other than stocks ♪
• How to access past paid content ♪
Issue #52 — Mar. 24, 2023
• More evidence for best day of month
• Can artificial intelligence help you beat the market? ♪
• Dividend stocks won’t save you from recession ♪
• Want inflation protection? You won’t get it from TIPS ♪
• How to access past paid content ♪
Issue #51 — Feb. 12, 2023
• Your account passes the Monte Carlo test
• Fix File Explorer folder views in Windows 10 & 11
• Be first in line for ChatGPT Plus and the new Bing ♪
• Can you save big bucks with cost-plus medications? ♪
• How to access past paid content ♪
Issue #50 — Dec. 31, 2022
• An unbroken 50-year track record of gains
• Lazy Portfolios have proved to be total failures
• The best tech secrets of the year
• All the experts predicted wrong — again ♪
• If the price ends in 9, you’re paying too much ♪
• How to access past paid content ♪
Issue #49 — Nov. 30, 2022
• Your money is beating the S&P 500 and Nasdaq
• Windows 11 and DuckDuckGo strive for market share
• How to make $100,000 and not pay capital-gains tax ♪
• Don’t pay any company to “improve” your credit score ♪
• Just two firms handled 30% of stimulus applications ♪
• How to access past paid content ♪
Issue #48 — Sept. 29, 2022
• Maximize your money from Social Security
• Can equal-weight ETFs help you make bigger gains? ♪
• Save money by timing your shopping and caffeine ♪
• How to access past paid content ♪
Issue #47 — July 31, 2022
• Frequently asked questions — and answers!
• TikTok steals your files, passwords, and more: FCC official
• AAII sentiment survey doesn’t predict anything ♪
• S&P 500 likely to fall more in 2022: MarketWatch ♪
• Good news: Inflation will be back down to 2.3% by ’23 ♪
• How to access past paid content ♪
Issue #46 — June 30, 2022
• Pain for the S&P 500, profit for you
• How many years will the S&P 500 keep falling? ♪
• Check your account less often and reap greater gains ♪
• How to access past paid content ♪
Issue #45 — May 31, 2022
• S&P nears a bear, but your account is up
• Laptop power specs may be hard for you to find
• Stocks set to decline the next 10 years: Mark Hulbert ♪
• Target-date fund investors are in for a rough ride ♪
• Hedge funds predict stocks worse than individuals do ♪
• How to access past paid content ♪
Issue #44 — Apr. 30, 2022
• Market-like returns, bond-like volatility
• Which technology will run your life a few years from now?
• Small-caps grow no faster than large-caps: study ♪
• Crypto coins down 40% as hackers steal billions’ worth ♪
• How to access past paid content ♪
Issue #43 — Mar. 11, 2022
• A new way to pick portfolio winners
• How Muscular Portfolios save you from crashes
• News: Homemade AirTag “clone” easily evades Apple security
• How to avoid paying taxes on ETF dividends ♪
• Should we add more international ETFs? ♪
• How to access past paid content ♪
Issue #42 — Feb. 13, 2022
• Lazy Portfolios equal lousy performance
• Free PDF for you to download
• Is the Mama Bear better with 9 or 13 assets? ♪
• Wipe out the $695 fee on platinum credit cards ♪
• Most PPP stimulus went to the top 20%: MIT study ♪
• How to access past paid content ♪
Issue #41 — Dec. 31, 2021
• “Environmental” ETFs: it’s hard to be green
• News from the leading edge
• Why Muscular Portfolios never switch to 100% cash ♪
• PDBC pays a 35% dividend — how to avoid taxes ♪
Issue #40 — Dec. 17, 2021
• PDBC pays 26% dividend — a problem?
• News from the leading edge
• An ultrasafe Treasury bond is paying 7.1% interest ♪
• Boost your gain with tax-loss harvesting by Dec. 31 ♪
Issue #39 — Nov. 7, 2021
• Hedge funds badly underperform
• News from the leading edge
• How backtesting creates unprofitable models ♪
• When will the current bull market come to an end? ♪
Issue #38 — Oct. 24, 2021
• Other assets far outdo the market
• News from the leading edge
• SPECIAL REPORT: ♪
— How the rich hide their wealth from discovery ♪
— A US state is one of the world’s most secretive havens ♪
— The legal and not-so-legal uses of trusts ♪
• Don’t lose money in bonds when interest rates rise ♪
Issue #37 — Aug. 30, 2021
• Papa Bear Portfolio trounces S&P 500
• News from the leading edge
• SPECIAL REPORT: ♪
— Readers explain how to lose money in crypto ♪
— Timing is everything and nothing ♪
— When it comes time to pay your taxes, gotcha! ♪
— A Russian doll of cryptocurrencies ♪
Issue #36 — July 3, 2021
• Crypto staking: high yield or high risk of loss?
• Web developer wanted for iframe consulting
• News from the leading edge
• How the top 0.001% paid taxes of only 3.4% of their growth ♪
• CEOs stashing billions in Roths may change your IRA’s rules ♪
Issue #35 — May 16, 2021
• Free performance stats — now updated daily!
• News from the leading edge
• Get a credit card, even if you have no credit score ♪
• Robinhood trader shocked by $800,000 income-tax bill ♪
• That $100 million deli is actually a shell, says CNBC ♪
Issue #34 — Apr. 16, 2021
• The $69m NFT buyer & seller were partners
• News from the leading edge
• Treasury bonds lost 20%, but YOU didn’t. Here’s why. ♪
• Funds soar as March 2020 drops out of 1-year returns ♪
• How to make your shop worth 100 million bucks ♪
Issue #33 — Feb. 26, 2021
• AAII tries to end chapters, then pivots
• GameStop rose 135% on Jan. 27. Yes, it’s a bubble. ♪
• How do assets respond when D’s or R’s run Congress? ♪
• Which stocks do best, based on the president’s party? ♪
Issue #32 — Dec. 30, 2020
• Goodbye Folio — hello to, um, what exactly?
• Margin hits an all-time high — a bad sign ♪
• You can substitute these ETFs for small-cap exposure ♪
• Proof that investing doesn’t mean you’re rational ♪
Issue #31 — Dec. 15, 2020
• And the winner is…
• Folio shifting users to Interactive Brokers
• “Momentum funds” aren’t really muscular ♪
• No market orders while the market’s closed. Why? ♪
Issue #30 — Oct. 30, 2020
• Why not hold both Mama *and* Papa?
• What to do if the top three ETFs change at the close
SPECIAL REPORT —
• 55% of business income goes unreported. How about yours? ♪
• Your chances of being audited are way, way down ♪
Issue #29 — Sept. 30, 2020
• Which day of the month for the Papa Bear?
• The Papa Bear is having a great year
SPECIAL REPORT —
• Part 1: Advisers conceal their fraudulent actions ♪
• Part 2: Many disciplinary cases are left unreported ♪
Issue #28 — Aug. 24, 2020
• Which day of the month is best?
• The Papa Bear aces the pandemic test
• How to tell whether you’re now in a bull market or a depression ♪
• What working from home all the time does to you ♪
Issue #27 — July 17, 2020
• Is weekly trading better than monthly?
• What if we reallocate every TWO weeks? ♪
• How Robinhood traders beat the market (not) ♪
Issue #26a — June 19, 2020, newsletter update
• See seminars you may have missed
Issue #26 — May 13, 2020
• New authorities confirm our results
• Publisher offers a 50%-off coupon!
• SPECIAL REPORT: Maximize your bear-market income ♪
• — Need cash flow? How about 7% (Not guaranteed!) ♪
Issue #25 — Apr. 13, 2020
• S&P crashes 33%. You’re down just 8%. Success!
• How to tell when the bear market is over and a new bull has begun ♪
• How to use today’s volatility to predict future volatility ♪
Paid Issue #24 — Mar. 2, 2020
• Do you make these behavioral errors?
• SPECIAL REPORT: How to play the market’s sudden losses ♪
• How to access past paid content ♪
Paid Issue #23 — Jan. 31, 2020
• Performance results for the year
• Exposing the features of all market-beating strategies ♪
• Would a higher minimum wage “trickle up” to you? ♪
Paid Issue #22 — Dec. 31, 2019
• ETFScreen gives away the signals
• Congress makes major changes to your IRA/401(k) ♪
• Experts forecast interest rates wrong in most years ♪
• The best stock-market bloggers are poor prophets ♪
Paid Issue #21 — Nov. 30, 2019
• “Free” commissions actually aren’t
• Most market timers fail, Hulbert study shows
• Are you paying more tax than a billionaire? ♪
• How to game “opportunity zones” for more profit ♪
• Which ETFs make our performance even better? ♪
Paid Issue #20 — Sept. 25, 2019
• Will ETFs crash the market? No.
• Vanguard provides a commodities alternative ♪
Paid Issue #19 — Aug. 16, 2019
• Stocks go down, but your money goes up
• A fireside chat with Mebane Faber
• Sharpe and Sortino ratios debunked — by Sortino himself
• ETFs in US & Canadian dollars, or any other currency ♪
• “Fiduciary advisers” can still give you conflicted guidance ♪
Paid Issue #18 — July 8, 2019
• Fresher ETF price data for you
• The S&P 500’s coming five-year return? How about zero.
• Get ready for big changes in your 401(k) plan ♪
• How to sell stocks and buy ETFs without paying taxes ♪
Paid Issue #17 — May 15, 2019
• The market hit a new high — now what?
• No change in the Mama Bear formula
• Buying a new fund? Don’t even THINK about it.
• Which is better: owning 10 stocks or 500? ♪
• A revolutionary new way to invest in real estate ♪
• Regulations finally make Opportunity Zones attractive ♪
• Free stuff you might like
Paid Issue #16 — Apr. 8, 2019
• A proposed change to the Mama Bear
• What two assets can you combine for the most gain?
• LeCompte responds to tests of 4-month lookback ♪
• Find the best ETFs using any method you like ♪
• Keep your per-trade transaction fees low ♪
Paid Issue #15 — Mar. 4, 2019
• Target-date funds are hazardous to your wealth
• Pardon me, there’s a bubble in your bong
• Handling tracking error makes you a better investor
• New gold ETFs threaten dominance of GLD and IAU ♪
• Possible Mama Bear change: request for comments ♪
• Mutual-fund taxable distributions are huge in 2018 ♪
• Health is our greatest wealth ♪
Paid Issue #14 — Jan. 28, 2019
• Which way will the S&P 500 move?
• Detailed portfolio stats are on the way
• Bogle leaves us his final revelations
• Some ETFs aren’t actually low-cost ♪
• Mark Hulbert proves advisers are contrary indicators ♪
• Free stuff you might like
Paid Issue #13 — Dec. 17, 2018
• Rock your “529” college savings plan
• Federal Thrift Savings Plan traps 5 million workers
• Complete statistics are coming in January
• Get Vanguard index funds for 2/3 less buy-in ♪
• Investor beware! Some funds have front-end loads ♪
• Free stuff you might like
Paid Issue #12 — Nov. 11, 2018
• StockCharts.com gets muscular
• Yahoo Finance TV showcases some old wisdom
• Get the book that frees you from Wall Street
• New regulations enable tax-free capital gains ♪
• How Robinhood.com affords no-commission trading ♪
Paid Issue #11 — Oct. 9, 2018
• Your feedback is great
• Which funds represent small-cap equities best?
• Pixel phones need fixing to support redirection
• SPECIAL REPORT: Are equity funds better when active or passive? ♪
• The most profitable locations for opportunity zones ♪
Paid Issue #10 — Sept. 11, 2018
• Get up to 10 times more yield on your cash
• The S&P’s small-caps are better than Russell’s
• The best way to get no-transaction-fee ETFs ♪
• Shelter unlimited gains tax-free — no Roth limitations ♪
• Are cryptocurrencies a safe way to diversify? ♪
• Study says advisers are going away like travel agents ♪
• Free stuff you might enjoy
NOTE:
- Newsletters prior to Issue #10 had only a free version, not a paid version.
- Free newsletters between Apr. 28, 2015, and Sept. 11, 2018, were beta-test editions and were published irregularly, not monthly.
- The website and newsletter began in 2015 with the temporary name Goldilocks Investing but changed in January 2017 (Issue #8) to Muscular Portfolios.
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