Portfolio Review: Diversification Effects on Israelsen 7Twelve
Craig L. Israelsen, Ph.D., is an Associate Professor at Brigham Young University in Provo, Utah where he teaches Personal and Family Finance to over 1,200 students each year. The Israelsen Seven Equally Weighted is aimed to protect the portfolio against losses. The...
Constructing Asset Allocation Portfolios From Schwab Commission Free ETFs
Schwab initially only made its own ETFs commission free for clients in Schwab accounts. It has since dramatically expanded its offerings to 105 ETFs. These funds enable participants to gain exposure to 6 major assets: US Equity, Commodity, Foreign Equity,...
Sound Asset Allocation Portfolios From Schwab Income Mutual Fund Select List
Schwab’s Income Select List was developed and is managed by the Charles Schwab Investment Advisory, Inc. (CSIA) experts and includes mutual funds that have met their rigorous criteria, including both quantitative and qualitative factors. All are no-load and...
Fidelity Commission Free ETFs
Fidelity has a suite of commission free ETFs. We use these ETFs to construct an investment plan Fidelity Commission Free ETFs. The plan consists of 65 funds. These funds enable participants to gain exposure to 5 major assets: US Equity, Foreign Equity,...
10 Best Inflation-Protected Bond Mutual Funds
Inflation protected bonds (TIPS) have been weak recently, along with general bond markets. The following shows how these bonds have performed: Ticker/Portfolio NameYTDReturn**1Yr AR3Yr AR5Yr AR10Yr AR TIP (iShares Barclays TIPS Bond) -7.4% -8.3% 2.7% 6.1% ...
Wasik Nano Lazy Portfolio, Its Strategic & Tactical Versions
John Wasik has been a professional journalist and author for 30 years specializing in personal finance, the environment, investing and social issues. John has proposed a Nano plan investment portfolio which employs just a handful of index or ETFs to cover virtually...
8 Best High Yield Muni Mutual Funds For Asset Allocation Portfolios
Municipal bonds recently took a beating, along with general bonds. However, as cities and local state governments have improved their financial recently, these bond mutual funds exhibit some good value again. Investors can look at high yield municipal bond funds...
Tactical and Strategic Portfolios vs. FundAdvice Ultimate Buy and Hold
FundAdvice Ultimate Buy and Hold Portfolio is a long running portfolio that is tracked on MarketWatch.com’slazy portfolios, maintained by Paul Farrel. The portfolio was proposed by Paul Merriman, who has been an advocate on asset allocation and some...
Asset Allocation Model Portfolios Using Vanguard ETFs
Vanguard now has one of the largest ETF lineups. Continuing their low cost index fund tradition, Vanguard has made these ETFs have extremely low (if not lowest) cost. If you have a brokerage account at Vanguard, you can also trade these ETFs commission free. For more...
Fixed Income Bonds Are Still In Downtrend
The latest fixed income segment trend scores: Fixed Income Assets Trend 10/31/2013 DescriptionSymbol1 Week4 Weeks13 Weeks26 Weeks52 WeeksTrend Score High Yield JNK 0.0% 2.06% 3.11% -0.06% 6.78% 2.38% Short Term Credit CSJ 0.08% 0.23% 0.61% 0.4% 0.98% 0.46%...
4 Best World Bond Mutual Funds
Templeton global bond fund, PIMCO Foreign bond fund and the other two world bond funds have best 10 year world bond investment records. Templeton world and international bond funds, however, stand out by delivering the best 10 year return with a big margin: ...
10 Best High Yield Bond Mutual Funds
Investing in high yield bonds, if managed properly, can be rewarding. The following is the the list of top 10 high yield bond funds: Portfolio Performance Comparison Ticker/Portfolio Name1 WeekReturn*YTD Return**1Yr AR1Yr Sharpe3Yr AR3Yr Sharpe5Yr AR5Yr...
Using ETrade All-Star ETFs to Construct Sound Asset Allocation Investment Portfolios
Like other brokerages, ETrade also provides a list of commission free ETFs. However, these ETFs are mostly low volume sector or specific ETFs that, unlike broad based ETFs, can not be used to construct a sound asset allocation portfolio. However, ETrade does provide...
Schwab Commission Free ETFs
Schwab has introduced ultra low cost ETFs to compete against Vanguard. These ETFs can be also traded commission free in a Schwab brokerage account. However, unlike Vanguard, Schwab includes other brand ETFs in its commission free ETF line ups....
Portfolio Review: Israelsen 7Twelve
Craig L. Israelsen, Ph.D., is an Associate Professor at Brigham Young University in Provo, Utah where he teaches Personal and Family Finance to over 1,200 students each year. The Israelsen Seven Equally Weighted is aimed to protect the portfolio against losses. The...
Permanent Portfolios and Funds Review
In his Fail-Safe Investing book, Harry Browne proposed this one size fit all portfolio that he called ‘permanent portfolio’. His theory has been discussed in numerous articles like this. A mutual fund PRPFX was constucted and named...
401K Investments Review: Advanced Micro Devices Inc (AMD) Retirement Savings Plan
Advanced Micro Devices (AMD) is one of the largest semiconductor companies. It products include microprocessor and graphics ICs. Advanced Micro Devices Inc (AMD) Retirement Savings Plan is a simple plan that consists of most Vanguard funds and a...
The Coffee House Lazy Portfolio ETF
The Coffee House Lazy Portfolio ETF Version is a plan that uses ETFs instead of index funds for the plan The Coffee House Lazy Portfolio. Since many ETFs have short history, only recent history is meaningful here. Here is the description of the plan: Bill...
Vanguard ETFs for Portfolio Construction
As many brokerages such as Fidelity and Schwab plans, Vanguard provides a list of commission free ETFs. They are essentially all of Vanguard ETFs. Clients can trade these ETFs in a Vanguard brokerage account for free. For more details, please...
Diversified Asset Allocation Portfolios For Your Plans
Featured Brokerage Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
*:5 Yr Annualized Return of TAA Moderate Portfolio
Bogleheads Latest Posts
- Re: Under what conditions is a 50/50 portfolio worse than any other? November 29, 2021pascalwager wrote: ↑Sun Nov 28, 2021 2:52 pm Phyneas wrote: ↑Sun Nov 28, 2021 2:13 pm nisiprius wrote: ↑Sun Nov 28, 2021 8:17 am 50% stocks (VTI+VXUS), 50% bonds. The bonds are there for ballast and hopefully some anti-correlation, not income, so they are treasuries only, split 50/50 between long and short, The long and […]Phyneas
- Re: How much of the historical average return comes from dividends? November 29, 202122twain wrote: ↑Mon Nov 29, 2021 2:37 am Using http://portfoliovisualizer.com to analyze Vanguard's 500 Index fund 1985-2021 I get: With dividends reinvested: Initial balance = $10,000 Final balance = $607,000 CAGR = 11.8% With dividends not reinvested: Initial balance = $10,000 Final balance = $218,000 CAGR = 8.7% So roughly a quarter of the S&P […]rossington
- Re: Afraid to realize capital gains or rebalance November 29, 2021I realize this doesn't answer your question, but depending on your personal goals, it might actually work around the problem. Bogleheads as a group tend to be extreme savers, but most believe at the end of the day that their intention is to spend the money eventually. Granted, some of that "spending" might be in […]dboeger1
- Re: High Cost Once-in-a-lifetime "Vacation" November 29, 2021I'll add myself to the "just do it" camp. Here's a trip that the wife might find more attractive. She can meet you at the pole. https://white-desert.com/adventures/sou ... -emperors/VaR
- Re: Tales from this insane real estate market November 29, 2021Bought a house about a year ago during what felt like must be a peak. I had a safety threshold of a 50% drop in value (of all non-cash assets including the house), plus a job loss without disastrous impact. It was very scary, but it was our plan before Covid and we decided not […]vfinx