Bogleheads

Hi.

In David Swensen's portfolio, he recommends holding 15% foreign developed equity (VDMIX) and 10% emerging markets (VEIEX). This results in an approximate ratio of 40% european developed market ...

Sorry, guess that wasn't clear. I am contributing 20,500 total including the match. I will edit my post.

Taylor:

Does it make sense to put the foreign funds in my taxable account so I can obtain the foreign tax credit? Or, is it best to not do this since it would mean selling my VTSMX in the taxable ...

Thanks for the quick response. That is a big help.

My portfolio total 100%, I think it might have been unclear that I was saying there is a 4% employer match in the 401k.

What guidelines do you ...

Hi. I am considering switching to David Swensen's lazy portfolio but was hoping for some help and advice concerning which accounts should hold the various funds, and opinions as to if this is a reaso ...

Since there was uncertaintly as to which funds he recommends, I emailed professor Swensen.

He wrote back this morning and indicated that the Intermediate Term Treasury Fund should be used for the e ...

Does this mean the VUSTX should / could be used for the treasury portion of the portfolio?

I found the post on Morningstar but wasn't sure how to properly interpret it.

Which funds are the recommended funds for the Swensen portfolio based on our discussion and Swensen's post?

Thanks.

Dear Mr. Swensen:

I am a big fan and owner of Unconventional Success, as are many on the Morningstar Vanguard Diehards forum. On the Diehards forum, there is confusion about one of the asset classe ...

I have been researching David Swensen's Unconventional Success Lazy Portfolio that is highlighted in the Wiki.

Is this an appropriate portfolio for somene in their young 30s? What are general feel ...

Thanks for your quick responses. One follow up.

Currently, my only bond holdings are the PA tax exempt municipal fund. It is generally best to have your full allocation of bonds in your tax exemp ...

I am trying to increase my bond portfolio and want to maximize my asset location. I am 32 years old.

Is it best to put bonds a Roth IRA or a traditional IRA? Both are at Vanguard so I have access ...