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...
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...
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...
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: How to profit from irrational behavior? January 23, 2021You are already buying TSLA, BTC and others as part of your 3 fund portfolio. You are speculating, that other speculators are speculating on stocks. The fact is, “no one knows” and no one has that crystal ball. Market could crash next week or five -10 years later.sksbog
- Re: Work from home getting harder January 23, 2021KlangFool wrote: ↑Fri Jan 22, 2021 9:59 pm [...] an_asker, It is not that bad when I had a long-term project that booked my full 40 hours for a few years. But, when that project completed and my follow-on project was canceled due to COVID, I was laid off. KlangFool We didn't have any multi-year […]an_asker
- Re: Fidelity 5498 reporting inconsistencies January 23, 2021RJ2010 wrote: ↑Fri Jan 22, 2021 6:09 pm Are financial institutions required to report 5498 for IRAs every year even without contribution? No. When there are no contributions for the year, the IRA custodian has some flexibility. Unless they've been changed by recent legislation, I believe the following rules still apply. By January 31 of […]MarkNYC
- Re: Help me choose a 403B/457 provider January 23, 2021The Vanguard 403b features all of the main index funds at crazy low prices (VTSAX and the like) as well funds like Windsor and Wellington. I am unable to see Fidelity's choices - I suppose I will call them on Monday. Honestly, it looks like what will differentiate the two is the $60/year maintenance fee […]Stanczyk
- Re: Where would you put extra money after you fully fund Roth IRA January 23, 2021What does the asset allocation section of your Investor Policy Statement say? https://www.bogleheads.org/wiki/Investm ... _statement For me, it’s buying VTI in a taxable account or cash in an online savings account depending on my current asset allocation.birdog