Exchange-traded fund AUM in 2016

Exchange-traded funds (ETFs)  continued a long-term trend of asset growth in 2016. As most ETFs are passively managed, this growth has made a considerable contribution to the influx of investor assets into passively managed index funds over the past few

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Under the hood – Vanguard international index funds

Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year. The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication

Posted in international stocks, Market statistics, Vanguard

Monitoring Your Retirement Goal – the Funded Ratio

This is a guest post from Bogleheads® forum member Bobcat2. Definition Funded ratio – The ratio of a pension plan’s assets to its liabilities. A funded ratio above 1.0 indicates that the pension plan is able to cover all payments it

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Harry Browne’s Permanent Portfolio 2016 update

“For the money you need to take care of you for the rest of your life, set up a simple, balanced, diversified portfolio. I call this a “Permanent Portfolio” because once you set it up, you never need to rearrange

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Lazy Portfolios in 2016

The following table lists 2016 total returns for various examples of “lazy portfolios”. Some of the portfolios (Coffeehouse and Coward’s) are designed as  60/40 stock/bond portfolios. Other portfolios (Armstrong Ideal and Swensen) are designed as 70/30 stock/bond portfolios.  The two-fund,

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Posted in Market statistics, Portfolios

2016 US stock market index returns

The table below provides US stock market returns for 2016 as measured by major index providers. For the year, small cap stocks provided superior returns over large cap and mid cap stocks, and value stocks outperformed growth stocks.

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David Swensen’s portfolio (from Unconventional Success) 2016 Update

David Swensen, investment manager of the Yale University Endowment Fund, has addressed how investors should set up and manage their investments in his book, Unconventional Success: A Fundamental Approach to Personal Investment. The Swensen portfolio consists of six core asset

Posted in Market statistics, Portfolios

Frank Armstrong’s Ideal Index portfolio 2016 update

Frank Armstrong III, investment advisor and author, offers the following seven fund “Ideal Indexed” portfolio in his book, The Informed Investor: A Hype-Free Guide to Constructing a Sound Financial Portfolio (published December 16, 2003). The portfolio employs a 70% equity

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William Bernstein’s Coward’s Portfolio 2016 Update

William Bernstein, investment manager and author, first introduced a version of his “Coward’s portfolio” in 1996. The “coward” refers not to the investor’s risk tolerance but to the strategy of hedging one’s bets and having slices of a number of

Posted in Market statistics, Portfolios

Two-fund portfolio 2016 update

The 2008 inception of the Vanguard Total World Stock Index fund makes it easy for investors to invest in a simple two-fund portfolio, using a combination of the total world stock index fund with a total US bond index fund.

Posted in Market statistics, Portfolios
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