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Global investment portfolios 2018 update

The Credit Suisse Global Investment Yearbook 2018 summary is now available for download from Publications – Credit Suisse. The yearbooks are an extension of the research of Elroy Dimson, Paul Marsh, and Mike Staunton, first published in the 2002 edition

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Posted in Market statistics

Letter of final instructions

The following is a guest article by Taylor Larimore. As a former life insurance agent and executor of two estates, I understand how important it is to help those we leave behind. Below is my own “Final Instructions” which you

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Posted in Personal finance

Momentum and P/E vs. Market Cap visualizations for new Vanguard factor ETFs and others

This guest article is authored by Bogleheads forum member lack_ey.  See  this forum post for additional commentary. Vanguard’s factor funds, which launched in February 2018, provide yet another take on long-only factor investing within US stocks, joining similar mutual funds

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Posted in Market statistics, Vanguard

Vanguard podcast: Getting started: What would you tell your younger self?

Vanguard has initiated a new podcast series, The Planner and The Geek. The series includes audio podcast interviews with authors and experts who participated in the 2017 Bogleheads® 2017 Conference. The first podcast in the series, Getting started: What would

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Posted in Bogleheads, Vanguard

Vanguard funds and payables to Vanguard Group Inc.

At year-end 2017 The Vanguard Group Inc. managed over five trillion dollars of investor assets. This accumulation of assets is a continuation of a trend of massive inflows of investor funds. The company surpassed two trillion dollars in assets under

Posted in Vanguard

Vanguard Group Inc. book value

One of John Bogle’s most unique achievements is the creation of the organizational structure of The Vanguard Group. It is common for both Bogle and Vanguard to refer to the company as a “mutual” mutual fund company, since the investment management

Posted in Vanguard

Under the hood – Vanguard US stock index funds in 2017

Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year. The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication of a fund’s foreign tax credit; the level of security lending in each fund, and […]

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Posted in indexing, Market statistics, Vanguard

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

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Posted in Bogleheads

Reducing transaction costs: cross trading and in-kind redemption

One of the main arguments for investing in passive index funds is the relative assurance of reaping a fair share of market returns. But as market benchmarks bear no costs, an index fund manager needs to reduce frictional costs in

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Posted in Market statistics, Vanguard

Sacramento Area Bogleheads Meeting Summary (February 10, 2018)

This article is composed by Bogleheads® forum member digarei   Our penchant for greed, even if unconscious, can impact our thinking during periods of low volatility in the markets. The frenetic reporting of last week has dissipated as quickly as

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Posted in Boglehead local chapters
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