The following table lists 2019 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, three-fund, and…
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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…
Lazy Portfolios in 2018
The following table lists 2018 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, three-fund, and…
Three fund portfolios for taxable accounts – 2018 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 using inflation indexed bonds – 2018 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 portfolio 2018 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…
Interview with Taylor Larimore, author of The Bogleheads Guide to the Three-Fund Portfolio
Taylor Larimore, affectionately known as “the dean of the Bogleheads,” will soon (June 26, 2018) see the publication of the third Bogleheads Guide book, The Bogleheads Guide to the Three-Fund Portfolio. Taylor has kindly agreed to answer a few questions…
Lazy Portfolios in 2017
The following table lists 2017 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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- Episode 051: Christine Franquin and Michael Perre on international stock index funds, host Rick Ferri
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