Harry Browne’s Permanent Portfolio- 2019 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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Core Four portfolios- 2019 update

Core four portfolios are simple indexed portfolios that allocate assets across four asset class mutual or exchange-traded funds. The 2019 performance of the core four portfolio based on Vanguard’s life strategy and target date portfolio allocations, and of Rick Ferri’s

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Two-fund portfolio – 2019 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.

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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

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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

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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

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Entrevista con ClarkBo: Bogleheads España

ClarkBo es uno de los miembros fundadores de Bogleheads España. El sitio, que consta de un foro y wiki, se creó el 4 de enero de 2019. En su primer año, el foro atrajo a 676 miembros, con 285 publicaciones

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2019 US stock market index returns

Posted in Indexing, Market statistics

Episode 017 Bogleheads on Investing, guest Joe Davis, host Rick Ferri

Joseph “Joe” Davis, Ph.D., is a principal and Vanguard’s global chief economist. He is also head of Vanguard Investment Strategy Group, whose research team is responsible for helping to oversee the firm’s investment methodologies and asset allocation strategies for both

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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.

Posted in Investing, Market history, Market statistics
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