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.…
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Three fund portfolio using inflation indexed bonds – 2019 update
The Taylor Larimore three-fund portfolio is a portfolio design consisting of three “total” market index funds covering the US stock market, the international stock market, and the US taxable investment grade bond market. Newspaper columnist Scott Burns has suggested a…
Three fund portfolios for taxable accounts – 2019 update
The Taylor Larimore three-fund portfolio is a portfolio design consisting of three “total” market index funds covering the US stock market, the international stock market, and the US taxable investment grade bond market. However, investors with large taxable accounts and…
Three fund portfolio 2019 update
The Taylor Larimore three-fund portfolio, is a portfolio design consisting of three “total” market index funds, covering the US stock market, the international stock market, and the US taxable investment grade bond market. Investors were able to implement this portfolio…
Leveraging S&P 500 – Quantitative Analysis
In the past decade, a specialized type of fund gained increased popularity, funds implementing leverage over a given benchmark. The most popular benchmark being the S&P 500, this article will quantitatively explore the outcome of such leveraging technique in the context of a long-term buy and hold approach.
Update: Vanguard brokerage commission expense (1994 – 2018)
Mutual funds that buy and sell stock incur costs on these transactions. These transaction costs are not included in a fund’s expense ratio. Transaction costs include brokerage commission expense, buy and sell spread costs, and market impact costs, Among these…
Tagged with: index funds, Stocks, Vanguard brokerage commissions
Posted in Market statistics, Mutual funds
Posted in Market statistics, Mutual funds
Fidelity and Schwab index funds: per share distributions
The spreadsheet links below contain annual per share distribution data for Fidelity index funds and Charles Schwab index and index exchange-traded funds. These distributions include dividend distributions, capital gains distributions, and return of capital distributions. The data is derived from…
Vanguard funds: per share distributions
The table below contains links to spreadsheets containing Vanguard mutual fund and exchange-traded fund annual per share distributions. These distributions include dividend distributions, capital gains distributions, and return of capital distributions. Data derived from the EDGAR data base of fund…
Dividend Yield: Value vs. Growth
John Bogle, in various writings, argued that his decision to create value and growth index funds was based on meeting the tax, risk, and return needs of investment clienteles during their investment life cycles. Growth index funds were designed for…
- Episode 029: Frazer Rice, host Rick Ferri January 1, 2021
- Episode 028: Roger Lowenstein, host Rick Ferri November 29, 2020
- Episode 027: Cliff Asness, host Rick Ferri October 30, 2020
