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So if you do the last 10 years, here is how $10,000 ends up:

Vanguard Dividend Growth Inv:26,402.20

Vanguard Value Index Inv:22,713.62

Vanguard Total Stock Mkt Idx Inv:23,241.04

Vanguard 500 Index Inv:21,511.65

Keep in mind that the fund changed strategies in 2002, so those charts starting in 1992 are misleading. **Effective December 6, 2002, the fund changed its investment objective and concentration policy. Prior to making these modifications, the fund was called Vanguard Utilities Income Fund, reflectin...

at the end of the day, if the average investor had put every available $ to buy into BRK.b over the last few decades, and that is all they did, they would have done very well. as opposed to trying to decide btw intermediate or short term bonds, small value tilt or not, precious metals or emerging ma...

I hit a rebalancing band and just exchanged TSM for Limited Term Tax Exempt. It was a little painful to be honest, the frequent trading warning saying I couldn't rebuy TSM until 7/2/2013 for some reason gave me pause (although I know there are a ton of "close enough" funds I could use for ...

This might be a naive question - but is the price of the fund based upon the performance of the assets it owns or the buy/sell activity of the fund on the open market, or both??

He didn't delve into succession plans, but said the two investment managers Berkshire has hired in recent years, Todd Combs and Ted Weschler, outperformed the S&P 500 by double digits in 2012.

stocktwits.com is pretty "active".

Here is what Jack Bogle thinks of that: The best investment advice I ever got came when I was a runner for a brokerage firm when I was in college. One of the other runners said: “Nobody knows nothing.” And of course that’s true. It’s not given to us to know. The future is not ours to see. You try to...

Bogle, If I had to try and imitate the original Swedroe concept given your mix, I would likely be 100% Vanguard Small Cap Index (about 30% of your portfolio), and the rest (70%) in ST High Quality Bonds (given current TIPS yields, and once I thoroughly looked under the hood of that ST fund you have...

How many stocks are you invested in? just a few or a big basket?

Is there any way to come close to replicating the Swedroe Fat Tails porfolio in the Vanguard 529 Plan? You are only allowed to use 5 funds, and the selection is limited. Here are the options: Stock Portfolios Vanguard 500 Index Portfolio Vanguard Aggressive Growth Portfolio Vanguard Growth Index Por...

Just wanted to bump this thread. I want to max out the i-bond purchasing for my family each year (myself, wife, and two kids). Adding the kids was easy. But I can't figure out how to add my wife to be able to buy her $10k from the same account. I would like to make all the purchases from the same b...

Just wanted to bump this thread. I want to max out the i-bond purchasing for my family each year (myself, wife, and two kids). Adding the kids was easy. But I can't figure out how to add my wife to be able to buy her $10k from the same account. I would like to make all the purchases from the same b...

Just wanted to bump this thread. I want to max out the i-bond purchasing for my family each year (myself, wife, and two kids). Adding the kids was easy. But I can't figure out how to add my wife to be able to buy her $10k from the same account. I would like to make all the purchases from the same ba...

Is it possible to use this portfolio if most of the money is in a taxable account with little tax-advantaged $?

What asset class does this stock track? Large Cap US? Small-cap US? Candadian large-cap? Something else? Whatever it tracks, I would not own that class as a Vanguard fund until the stock was less of my portfolio. For example, suppose this stock tracked a large US oil company. In that case, I would ...

My wife is fortunate enough to have been given a stock in a semi-private company many years ago by her grandfather and it has done very well. We are still fairly young and have two little kids. I am still in school and she is a stay at home mom, so our income is basically dividends. She has no tax-a...

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