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Three fund portfolios for taxable accounts – 2019 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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Posted in Market statistics, Portfolios

Three fund portfolio 2019 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 portfolio

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Posted in Market statistics, Portfolios

2019 US stock market index returns

Posted in Indexing, Market statistics

Leveraging S&P 500 – Quantitative Analysis

In the past decade, a specialized type of fund gained increased popularity, funds implementing leverage over a given benchmark. The most popular benchmark being the S&P 500, this article will quantitatively explore the outcome of such leveraging technique in the context of a long-term buy and hold approach.

Posted in Investing, Market history, Market statistics

Update: Vanguard brokerage commission expense (1994 – 2018)

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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Posted in Market statistics, Mutual funds

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

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

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

Under the hood – Vanguard international 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

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Posted in International stocks, Market statistics, Vanguard
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