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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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Two-fund portfolio – 2018 update

The 2008 inception of the Vanguard Total World Stock Index fund makes it easy for investors to invest in a simple two-fund portfolio, using a combination of the total world stock index fund with a total US bond index fund.

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Core Four portfolios- 2018 update

Core four portfolios are simple indexed portfolios that allocate assets across four asset class mutual or exchange-traded funds. The 2018 performance of the core four portfolio based on Vanguard’s life strategy and target date portfolio allocations, and of Rick Ferri’s

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2018 US stock market index returns

The table below provides US stock market returns for 2018 as measured by major index providers.

Posted in indexing, Market statistics

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

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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

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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

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Episode 004: Bogleheads on Investing – guest Christine Benz, host Rick Ferri

This information packed podcast with guest Christine Benz, CFP®, Morningstar’s Director of Personal Finance covers a lot of important material. We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in

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