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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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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,

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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

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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

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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

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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

Three fund portfolios for taxable accounts

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

Lazy Portfolios in 2016

The following table lists 2016 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,

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Posted in Market statistics, Portfolios

A Three Fund Portfolio tailored for stable retirement spending

Bobcat2 has long been a proponent of applying the life cycle financial model of modern finance economics to the problem of creating a secure base of retirement income. In this guest post, he shows how a simple three-fund portfolio can

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Posted in Portfolios

Lazy Portfolios in 2015

The following table lists 2015 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 (Ideal and Swensen) are designed as 70/30 stock/bond portfolios.  The two-fund, three-fund,

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Posted in Market statistics, Portfolios
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