Author: blbarnitz

February is an anniversary month for those who frequent the Bogleheads and its affiliated sites. So lets take a look at all of these “birthdays”. February 6: The John C. Bogle Center for Financial Literacy The John C. Bogle Center …

February anniversary month Read More »

The Bogleheads Hedge Fund Contest is an annual affair in which contestants try their hand at security selection. The contest is usually announced on January 1 and is open for entries for one week.[1] Needless to say, the contest is …

2019 Bogleheads Hedge Fund Contest Read More »

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Index fund investors can select low cost index funds from large, well-known firms such as Fidelity, Schwab, and Vanguard. One aspect of index fund investing involves the income generated by a fund lending its securities to institutional borrowers. A fund’s …

Index fund net security lending income (2018) Read More »

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The 2020 Boglehead Contest was announced in a January 1, 2020  Bogleheads Forum topic post.The Boglehead Contest is an annual event that takes place on the Bogleheads forum where members take guesses to forecast the closing price of the S&P …

The 2020 Boglehead Contest Read More »

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We are pleased to announce our February 2020 Bogleheads on Investing guest: Paul Merriman. Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the …

Episode 018 Bogleheads on Investing, guest Paul Merriman, host Rick Ferri Read More »

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The following guest post is courtesy of South Florida Local Chapter member Lazy Nihilist. We had our semi-annual South Florida Bogleheads meetup last Sunday 26th Jan. at Stirling Rd. branch library. It was a special occasion as we celebrated Taylor …

South Florida Local Chapter meeting, January 26, 2020 Read More »

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Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year.[1] The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication …

Under the hood – Vanguard international index funds in 2019 Read More »

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The following tables provide tracking error data for Vanguard treasury bond index funds. Tracking error is the ultimate measure of judging an index fund manager’s performance. Vanguard offers four treasury bond index funds, three nominal treasury bond funds, covering short-term, …

Vanguard treasury bond index fund tracking error Read More »

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The following table lists 2019 total returns for various examples of “lazy portfolios”. Some of the portfolios (Coffeehouse and Coward’s) are designed as 60/40 stock/bond portfolios. Other portfolios (Armstrong Ideal and Swensen) are designed as 70/30 stock/bond portfolios. The two-fund, three-fund, and …

Lazy Portfolios in 2019 Read More »

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William Bernstein, investment manager and author, first introduced a version of his “Coward’s portfolio” in 1996. The “coward” refers not to the investor’s risk tolerance but to the strategy of hedging one’s bets and having slices of a number of …

William Bernstein’s Coward’s Portfolio – 2019 update Read More »

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