Blog Archives

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

Tagged with: , , , , , ,
Posted in Market statistics, Portfolios

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

Tagged with:
Posted in Market statistics, Portfolios

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

Tagged with:
Posted in Market statistics, Portfolios

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

Tagged with:
Posted in Market statistics, Portfolios

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

Tagged with: ,
Posted in Bogleheads

Lazy Portfolios in 2017

The following table lists 2017 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,

Tagged with: , , , , , ,
Posted in Market statistics, Portfolios

Three fund portfolio using inflation indexed bonds – 2017 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

Tagged with:
Posted in Market statistics, Portfolios

Three fund portfolios for taxable accounts – 2017 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

Tagged with:
Posted in Market statistics, Portfolios

Three fund portfolio 2017 update

  The 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 beginning

Tagged with:
Posted in Market statistics, Portfolios

Three fund portfolio using inflation indexed bonds

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

Tagged with:
Posted in Market statistics, Portfolios
Archives
Categories
Follow Financial Page on WordPress.com