Bogleheads Home Bogleheads
Investing Advice Inspired by Jack Bogle
 
  WikiWiki    FAQFAQ    SearchSearch   MemberlistMemberlist   UsergroupsUsergroups   RegisterRegister 
 ProfileProfile   Log in to check your private messagesLog in to check your private messages   Log inLog in 

Allocation to Vanguard

 
Post new topic   Reply to topic    Bogleheads Forum Index -> Investing - Help with Personal Investments
View previous topic :: View next topic  
Author Message
lauberge49



Joined: 21 Oct 2009
Posts: 1

PostPosted: Fri Nov 06, 2009 12:53 pm    Post subject: Allocation to Vanguard Reply with quote

What would the Vanguard alternative be to the following allocation, which contains SOME VG funds already

SPY-7.75%

VTV-7.75%

IWC-7.75%

VBR-7.75%

VNQ-4%

EFA-6.4%

EFV-6.4%

VSS-6.4%

DLS-6.4%

VWO-6.4%

WPS-3%

SHY-10%

IEF-15%

TIP-5%

Went to cash from individual equities at DOW 10K, and will be moving from ind equities to ETF's in the next few days, and am considering this "adjusted" Merriman portfolio. I adjusted to 70/30 ratio which is where I want to be. 85% is within my IRA, and the other 15% is in a taxable brokerage acct. I do not have a Vanguard acct, but use a discount brokerage. This is a 6-figure portfolio, middle-aged semi-aggressive investor. I do about a 5% withdrawal, but may lower that in 2/2011 when SS pmts will start.
Back to top
View user's profile Send private message
retcaveman



Joined: 21 Oct 2009
Posts: 95

PostPosted: Fri Nov 06, 2009 9:00 pm    Post subject: Reply with quote

Just a suggestion. You may get more responses if you spelled out the abbreviations so people could more easily understand what you've listed.
_________________
"The wants of mortals are containers that can never be filled." (Socrates)
Back to top
View user's profile Send private message
livesoft



Joined: 01 Mar 2007
Posts: 8015

PostPosted: Fri Nov 06, 2009 9:02 pm    Post subject: Reply with quote

Merriman lists Vanguard-centric portfolios, so if you know about Merriman, go back there.
Back to top
View user's profile Send private message
Sammy_M



Joined: 25 Nov 2007
Posts: 721

PostPosted: Sat Nov 07, 2009 7:34 am    Post subject: Reply with quote

http://www.fundadvice.com/port....uardequity

You might also be interested in Trev H's analysis on a more simplified approach:

Back to top
View user's profile Send private message
Display posts from previous:   
Post new topic   Reply to topic    Bogleheads Forum Index -> Investing - Help with Personal Investments All times are GMT - 5 Hours
Page 1 of 1

 
Jump to:  
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot vote in polls in this forum


Powered by phpBB © 2001, 2005 phpBB Group