Notes from Bogleheads® 16

This is a guest post by forum member Moolala. The Bogleheads® 16 Conference took place in Philadelphia, Pennsylvania October 18 – 20, 2017. Jack Bogle’s presentation Slideshow link Jack Bogle opened the event with highlights from the past year, including being

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Three fund portfolio using inflation indexed bonds

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

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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Sacramento Area Bogleheads Meeting Summary (September 9, 2017)

This article is composed by Bogleheads® forum member digarei Prologue KISS and Tell •  Keeping it Simple Last weekend, on the same day and in the hours leading up to and following the start of our meeting, Hurricane Irma was

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Portfolio Diversification: REITs and International/Emerging Bonds

Vanguard and others have put a lot of emphasis on bonds diversification using international bonds in recent years, while the Bogleheads community mostly shrugged. This article studies the effect of such diversification through backtesting techniques, looking at both regular International bonds and Emerging Market bonds. We’ll take a close look by studying monthly returns to better analyze the volatility and correlation properties of various portfolios. Then we’ll perform a similar study about diversification of equities with domestic, global or international real estate funds.

Posted in Asset allocation, Bonds, international stocks, Market history, Market statistics, Portfolios, REITS

RTP, NC Chapter Meetings in 2017

The Research Triangle Park Bogleheads®,  North Carolina Local Chapter  has held three meetings in 2017.  This entry will be updated for subsequent meetings. Bogleheads forum member Steve Thorpe recaps these meetings in this  guest article. RTP, NC Chapter Meeting 11:00

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Update: Vanguard brokerage commission expense (1994 – 2016)

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

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South Florida local chapter meeting, July 30, 2017

This account of the South Florida local chapter meeting, July 30, 2017, is contributed by guest author, LazyNihilist. The South Florida Boglehead Chapter had a meeting on July 30th from noon to 2pm at the Stirling Road Branch Library in

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International Small-Caps and Vanguard funds

Vanguard manages two funds addressing the International Small-Caps market segment. The Vanguard International Explorer Fund (VINEX) is one of them. It was launched in Nov-96 by a UK investment company (Schroders PLC), then acquired by Vanguard in Mar-02, and it keeps operating as an active fund to this day.

More recently (Apr-09), Vanguard launched the Vanguard FTSE All-World ex-US Small-Cap Index Fund (VFSVX – also known as VSS in ETF form), a passive index fund.

This articles explores the differences between the two funds, as an attempt to help investors decide which one is best suited for them.

Posted in international stocks, Market history, Vanguard

Sacramento Area Bogleheads Meeting Summary (November 12, 2016)

This article is composed by Bogleheads® forum member digarei On a beautiful day in November ELEVEN (11) people attended the 20th meeting of the Sacramento Area Bogleheads at its midtown headquarters. This event took place on the 12th of the

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