Lazy Portfolios Review
We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.
‘Best’ Tactical Stock or Dividend Income Balanced Portfolios vs. Best Balanced Allocation Fund
We present our tactical balanced stock and dividend income portfolios that outperform the best balanced allocation fund T. Rowe Price capital appreciation fund PRWCX both in terms of returns and risk
‘Best’ Stock or Dividend Income Balanced Portfolios vs. Best Balanced Allocation Fund
We take a business investing approach to invest in solid low cost stock index funds such as S&P 500 index funds. We discuss why it’s beneficial to view index fund investments as ‘conglomerate’ business investments.
Harry Browne’s Permanent Portfolio Long Term Performance
This is the latest update (as of 12/31/2016) of the performance of Harry Browne’s permanent portfolio. In 201, 6the portfolio returned 5.4% return. Since 1970, for the past 46 years, the average compound annual return of the permanent portfolio has been 8.5%....
Harry Browne’s Permanent Portfolio Long Term Performance
This is the latest update (as of 12/31/2015) of the performance of Harry Browne’s permanent portfolio. In 2015, the portfolio had a negative -4.5% return. Since 1970, for the past 46 years, the average compound annual return of the permanent portfolio has been...
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: Will the Fidelity Sharks Go After My Wife When I Kick the Bucket? April 27, 2024White Coat Investor wrote: ↑Sat Apr 27, 2024 4:01 pm Charles Joseph wrote: ↑Sat Apr 27, 2024 11:34 am my wife has no interest in investing and I'm wondering whether Vanguard is the better choice for such a surviving spouse. Just put a relationship with a good financial advisory firm in place and have her […]bonesly
- Re: Now that long TIPS yields have breached 2.25% again I will… April 27, 2024protagonist wrote: ↑Sat Apr 27, 2024 1:16 pm CraigTester wrote: ↑Sat Apr 27, 2024 12:55 pm protagonist wrote: ↑Sat Apr 27, 2024 12:35 pm Wrench wrote: ↑Sat Apr 27, 2024 6:37 am Jaylat wrote: ↑Fri Apr 26, 2024 9:59 pm Because the 2.37% is guaranteed. The stock market return is not. Also, because I have […]evancox10
- Re: What Book Are You Currently Reading? Part VI April 27, 2024First read this in my college economics class years ago. Reading again now as a “refresher.” vnatale wrote: ↑Fri Apr 26, 2024 9:05 pm Chv396 wrote: ↑Thu Apr 25, 2024 9:54 pm “The Affluent Society” (1958), John Kenneth Galbraith That's a classic!Chv396
- Re: Opinions of SPHY etf? April 27, 2024VUSXX isn't such a bad place to be right now. I currently have $341k in VUSXXX, but I'm purchasing 6 month treasury bills one month out to create a 4 rung ladder for $200k. Bonds are too volatile at the moment. You need to assess your risk and do what's best for you. I can […]jjgaucho
- Re: GE all in one washer dryer combo April 27, 2024I think the OP needs to be clear about which GE all-in-one they are looking into. There is a huge difference between the one with a heat pump and the one without the heat pump.Wwwdotcom