retiredjg wrote:Thanks for the reply, but I have no idea what you are talking about. I'll just keep removing the () manually. I thought I was just asking someone to remove a ( and a ) . Guess it is more complicated than that.
For this specific problem, yes. There's quite a lot going on "under the hood" to make the wiki easy to use. Web sites are even more complicated. Now you see how investing sometimes appears to me.
Maybe just a technicality but BH Wiki Librarians should note:
In the BH Wiki William Bernstein's 'Cowards' Porfolio
is essentially the same as the Market Watch William Bernstein's 'Smart Money' Portfolio
There is one
slight semantic difference:
WB Coward has 5% 'Small Blend'
WB Smart Money has 5% 'VG Small Cap Index'
Does anyone know why this William Bernstein 'Lazy Portfolio' should have two different names?
Interesting, as I think it's a bit more than just the name. The July 1997 Coward's Portfolio
on William Bernstein’s web site has the breakdown percentages. I don’t see a match to the Market Watch article. It looks close, but some allocations are combined.
The Kirk Report: William Bernstein's No-Brainer Portfolios
mostly matches the Market Watch report, including ticker symbols. The last line is the small cap value fund, which can be NAESX or VTMSX.
VG's has 3 small cap / blend stock fund offerings Research Funds & Stocks » All Vanguard Mutual Funds
(Check the Sm / bld style box):
Vanguard Small-Cap Index Fund Investor Shares (NAESX)
Vanguard Strategic Small-Cap Equity Fund (VSTCX)
Vanguard Tax-Managed Small-Cap Fund (VTMSX)
Comparing to the Market Watch article, there’s still a discrepancy, as VTMSX is not an index fund.
Does anyone have the actual reference for the Coward’s Portfolio that appears in the Market Watch and Kirk Report? I own Bernstein’s The Four Pillars of Investing
but an exact match was not found. Maybe it’s in another publication?