Optimized Portfolio
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Know everything about investments. Optimized Portfolio analyzes and optimizes personal finance and investing.
Optimized Portfolio
2M ago
What if I told you there’s a way to get the risk-free return of T-bills but in a way that’s more tax-efficient than buying T-bills directly or buying a T-bills fund. Here I review the BOXX ETF ..read more
Optimized Portfolio
5M ago
Avantis launched new ETFs on November 9, 2023 - AVMC, AVMV, and AVEE. I briefly summarize them here ..read more
Optimized Portfolio
10M ago
The Buy Borrow Die strategy is a tax minimization technique used by the rich. Here's how you can use the same tactics to minimize your tax burden ..read more
Optimized Portfolio
11M ago
Whole life insurance and term life insurance are pretty different. Here we'll go over their similarities, differences, pros, and cons ..read more
Optimized Portfolio
11M ago
A 529 account or is a tax-advantaged investment account to save for future education expenses. Here we'll look at what it is and where, why, and how to open one ..read more
Optimized Portfolio
1y ago
While there's no one-size-fits-all approach for how much one should save by age, here's a general framework to aim for on your financial journey to retirement ..read more
Optimized Portfolio
1y ago
T Bills are ultra-short-term treasury bonds backed by the full faith and credit of the U.S. government. Here we'll check out the best T Bill ETFs to buy treasury bills ..read more
Optimized Portfolio
1y ago
I'm a proponent of index investing, buying diversified funds that hold a basket of investments. But here I'll explain why "passive" investing is a myth ..read more
Optimized Portfolio
1y ago
Avantis filed for 6 new ETFs on March 21, 2023 - AVGV, AVDS, AVMG, AVTD, AVTV, and AVLC. I briefly summarize them here ..read more
Optimized Portfolio
1y ago
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 ..read more