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Episode 011: Bogleheads on Investing – guest Mel Lindauer, host Rick Ferri

  Mel Lindauer, CFS, WMS, was dubbed “The Prince of the Bogleheads” by Jack Bogle. He’s one of Boglehead forum founders along with Taylor Larimore, and has contributed thousands of posts, helping investors learn the Boglehead way to invest. In

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Vanguard stock index fund turnover in 2018

Vanguard’s suite of U.S. stock index funds are benchmarked to CRSP indexes. In addition, Vanguard offers sets of U.S. exchange-traded funds benchmarked to Russell and S&P indexes. In 2015 the CRSP index funds had lower turnover rates  in most style categories when compared to the Russell and S&P funds. This continues a trend established

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Episode 010: Bogleheads on Investing- guests Debbie Fuhr and Robin Powell- host Rick Ferri

Debbie Fuhr and Robin Powell are my guests on Episode 10. Our focus is on the global growth of index investing and ETFs. Debbie is the Managing Partner & Founder founder of ETFGI, the world’s leading independent research company. ETFGI

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Fidelity and Schwab index funds: per share distributions

The spreadsheet links below contain annual per share distribution data for Fidelity  index funds and Charles Schwab index and index exchange-traded funds. These distributions include dividend distributions, capital gains distributions, and return of capital distributions. The data is derived from

Posted in Charles Schwab, Fidelity, Market statistics, Mutual funds

Vanguard funds: per share distributions

The table below contains links to spreadsheets containing Vanguard mutual fund and exchange-traded fund annual per share distributions. These distributions include dividend distributions, capital gains distributions, and return of capital distributions. Data derived from  the EDGAR data base of fund

Posted in Market statistics, Mutual funds, Vanguard

Bogleheads® Wiki 2019 annual report

The Bogleheads® Wiki was first created on May 13, 2008 and introduced publicly on May 21, 2008. This May marks the eleventh anniversary of this project endeavor from members of the Bogleheads Forum. The administrators of the wiki customarily see

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Episode 009: Bogleheads on Investing – guest Dr. Wesley Gray, host Rick Ferri

Dr. Wesley R. “Wes” Gray is my guest in Episode 9, and our focus is on “factor” investing. Dr. Gray is the CEO of Alpha Architect, an author, portfolio manager, United States Marine, Iraq War vet, and a former professor

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Dividend Yield: Value vs. Growth

John Bogle, in various writings, argued that his decision to create value and growth index funds was based on meeting the tax, risk, and return needs of investment clienteles during their investment life cycles. Growth index funds were designed for

Posted in Indexing, Market statistics, Mutual funds, Taxes, Vanguard

Episode 008: Bogleheads on Investing – guest Allan Roth, host Rick Ferri

Allan Roth is my guest in Episode 8, and our focus in on the investment advice industry. Allan is a licensed CPA, a Certified Financial Planner (CFP), author, writer, adjunct professor, and Founder of Wealth Logic, hourly based investment advisory and

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Under the hood – Vanguard US stock index funds in 2018

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
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