The 2019 Boglehead Contest

The 2019 Boglehead Contest was announced in a January 1, 2019  Bogleheads Forum topic post . The Boglehead Contest is an annual event that takes place on the Bogleheads forum where members take guesses to forecast the closing price of

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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

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Vanguard Managed Payout fund tracking error

Tracking error is one measure of judging a fund manager’s performance. Managed Payout Fund The Managed Payout Fund is designed to give investors regular monthly payouts. The fund is intended to supplement  other sources of retirement income. The Managed Payout

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Vanguard balanced index fund tracking error

Tracking error is the ultimate measure of judging an index fund manager’s performance. Since an index manager does not engage in security selection with an index fund, it is the manager’s transactional skill which distinguishes performance. For stock market allocations 

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Episode 005: Bogleheads on Investing – guest , Gus Sauter, host Rick Ferri

This information packed podcast is with guest Mr. George Upham Sauter, fondly known as “Gus”, former Chief Investment Officer, Managing Director and Portfolio Manager of The Vanguard Group, Inc., the investment advisor of Vanguard Index Funds. Gus joined Vanguard Funds

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Harry Browne’s Permanent Portfolio- 2018 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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William Bernstein’s Coward’s Portfolio – 2018 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

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Frank Armstrong’s Ideal Index portfolio – 2018 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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David Swensen’s portfolio (from Unconventional Success) – 2018 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

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The Coffeehouse Portfolio- 2018 Update

The Coffeehouse portfolio is an indexed seven-fund portfolio popularized by financial planner and author Bill Schultheis. The portfolio holds the following asset classes: US large cap stocks US large value stocks US small cap stocks US small cap value stocks

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