Just found this post/spreadsheet. All I can say is: WOW. Thx for your hard work.
dj
Search found 2 matches
- Sun Feb 26, 2012 10:04 am
- Forum: Investing - Theory, News & General
- Topic: Simba's backtesting spreadsheet [a Bogleheads community project]
- Replies: 1370
- Views: 824136
- Mon Jan 23, 2012 12:21 pm
- Forum: Personal Investments
- Topic: About to stop using DFA/Dropping Advisor
- Replies: 29
- Views: 7026
About to stop using DFA/Dropping Advisor
All,
For 10 years, I've been using DFA and a DFA advisor and paying 1% of assets under management. I have been what I would call a "low maintenance" client. I've only made one minor change to my portfolio in these 10 years.
I've decided that I'm probably not getting much value out of the 1% I'm paying. The DFA funds are all under the Schwab umbrella. Has anyone else here fired their DFA advisor and self managed with Schwab? did you go with Schwab ETF's? Did you have to liquidate your DFA funds?
Thanks!
Anonymous......
For 10 years, I've been using DFA and a DFA advisor and paying 1% of assets under management. I have been what I would call a "low maintenance" client. I've only made one minor change to my portfolio in these 10 years.
I've decided that I'm probably not getting much value out of the 1% I'm paying. The DFA funds are all under the Schwab umbrella. Has anyone else here fired their DFA advisor and self managed with Schwab? did you go with Schwab ETF's? Did you have to liquidate your DFA funds?
Thanks!
Anonymous......