Author: blbarnitz

Frank Armstrong III, investment advisor and author, offers the following seven fund “Ideal Indexed” portfolio in his book, The Informed Investor: A Hype-Free Guide to Constructing a Sound Financial Portfolio (published December 16, 2003). The portfolio employs a 70% equity …

Frank Armstrong Ideal Index Portfolio- 2019 update Read More »

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David Swensen, investment manager of the Yale University Endowment Fund, has addressed how investors should set up and manage their investments in his book, Unconventional Success: A Fundamental Approach to Personal Investment. The Swensen portfolio consists of six core asset …

David Swensen’s portfolio (from Unconventional Success) – 2019 Update Read More »

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The Coffeehouse portfolio is an indexed seven-fund portfolio popularized by financial planner and author Bill Schultheis. The portfolio holds the following asset classes: US large cap stocks US large value stocks US small cap stocks US small cap value stocks …

The Coffeehouse Portfolio-2019 update Read More »

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“For the money you need to take care of you for the rest of your life, set up a simple, balanced, diversified portfolio. I call this a “Permanent Portfolio” because once you set it up, you never need to rearrange …

Harry Browne’s Permanent Portfolio- 2019 update Read More »

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Core four portfolios are simple indexed portfolios that allocate assets across four asset class mutual or exchange-traded funds. The 2019 performance of the core four portfolio based on Vanguard’s life strategy and target date portfolio allocations, and of Rick Ferri’s …

Core Four portfolios- 2019 update Read More »

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The 2008 inception of the Vanguard Total World Stock Index fund makes it easy for investors to invest in a simple two-fund portfolio, using a combination of the total world stock index fund with a total US bond index fund. …

Two-fund portfolio- 2019 update Read More »

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The Taylor Larimore three-fund portfolio is a portfolio design consisting of three “total” market index funds covering the US stock market, the international stock market, and the US taxable investment grade bond market.  Newspaper columnist Scott Burns has suggested a …

Three fund portfolio using inflation indexed bonds – 2019 update Read More »

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The Taylor Larimore three-fund portfolio is a portfolio design consisting of three “total” market index funds covering the US stock market, the international stock market, and the US taxable investment grade bond market. However, investors with large taxable accounts and …

Three fund portfolios for taxable accounts – 2019 update Read More »

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The Taylor Larimore three-fund portfolio, is a portfolio design consisting of three “total” market index funds, covering the US stock market, the international stock market, and the US taxable investment grade bond market. Investors were able to implement this portfolio …

Three fund portfolio 2019 update Read More »

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ClarkBo es uno de los miembros fundadores de Bogleheads España. El sitio, que consta de un foro y wiki, se creó el 4 de enero de 2019. En su primer año, el foro atrajo a 676 miembros, con 285 publicaciones …

Entrevista con ClarkBo: Bogleheads España Read More »

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