Top 10 World Allocation Mutual Funds
The following are the top 10 world allocation mutual funds based on MyPlanIQ’s fund ratings: 1. PASDX (PIMCO All Asset D) 0.58% (100%) 2. PGDIX (Principal Global Div Inc Instl) 0.29% (100%) 3. PAUIX (PIMCO All Asset All Authority Inst) 0.37% (99%) 4. LSWWX...
Smart Allocation Managers Are Still Unfazed: Central Banks’ Put In Place?
It seems that majority of smart allocation managers, tracked by MyPlanIQ on SmartMoneyIQ Managers, are putting full faith into central banks’ backstop to European crisis. It is surprising that amid recent market turmoils and economic weakness, most funds still...
Smart Money Unfazed By The Recent Stock Decline
MyPlanIQ’s SmartMoneyIQ Managers monitors 22 domestic and global allocation mutual funds’ asset allocation weekly. From the readings on Friday last week (5/18/2012), it showed that most managers did not alter their allocations dramatically. Among them, GMO...
Fund Asset Allocation: GMO Benchmark-Free Allocation Fund Is Light On Stocks
GMO’s benchmark-free allocation fund (GBMFX) is an absolute return fund that invests primarily in shares of other GMO funds. As the name suggests, the Fund is not restricted in its exposure to any particular asset class, and may be substantially invested in...
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: VDHG to pay rent via distributions? May 15, 2021I agree, for the OP I would not sell the VDHG, that would be a step backwards especially with paying tax. VDHG is a good long term keeper. I have some friends talking about passive income (not growth) for semi-retirement and there is REIT talk, as I believe these are meant to return 90% of […]SR7
- Re: Recent William Bernstein interview in Barron's May 15, 2021junior wrote: ↑Sat May 15, 2021 10:51 am Nothing terribly surprising for people who have followed his interviews and books over the years. He Sees Market Bubbles Everywhere. Why Stocks Are Still the Place to Be. Bernstein estimates only 4 to 6 percent nominal equity returns over the coming decades, with a 55 to 60 […]abuss368
- Re: How many professional advisors required ? May 15, 2021SwissCoffee wrote: ↑Sat May 15, 2021 3:29 pm - Asset consolidation will require sale of assets and subsequent capital gains and loses, how to best handle these sales? These articles can give you some general ideas. Obviously, without specifics, it is hard to provide more concrete guidance. That said, a CPA should be able to […]humblecoder
- Re: "Beware of Sci-Fi Portfolios" May 15, 20211789 wrote: ↑Sat May 15, 2021 4:25 pm I read Larry’ s books as i read alot of books. How come all these alternative investment have been doing terrible? Is there really a time in history they performed well. Overall good article Allan Roth. One can just invest in a single fund like sp500 fund […]abuss368
- Re: How is Bogle's Vanguard held accountable? May 15, 2021RickBoglehead wrote: ↑Sat May 15, 2021 4:24 pm nisiprius wrote: ↑Sat May 15, 2021 8:50 am Random thoughts. 2) Some mutual fund companies, e.g. Capital Group (American Funds), Fidelity, and Vanguard are privately held companies. So Fidelity, for example, is responsible to its owners. I'm not sure how much of the company the Johnson family […]nisiprius