Category: Market statistics

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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The table below provides US stock market returns for 2019 as measured by major index providers. 2019 returns Note that index providers have differing metrics for defining size and style dimensions, and employ differing transition metrics for stocks migrating from …

2019 US stock market index returns Read More »

(blog article updated in January 2020 to fully factor in returns from 2019) In the past decade, a specialized type of fund gained increased popularity, funds implementing leverage over a given benchmark. The most popular benchmark being the S&P 500, …

Leveraging S&P 500 – Quantitative Analysis Read More »

Mutual funds that buy and sell stock incur costs on these transactions. These transaction costs are not included in a fund’s expense ratio. Transaction costs include brokerage commission expense, buy and sell spread costs, and market impact costs, Among these …

Update: Vanguard brokerage commission expense (1994 – 2018) Read More »

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The spreadsheet links below contain annual per share distribution data for Fidelity  index funds and Charles Schwab index and index exchange-traded funds. These distributions include dividend distributions, capital gains distributions, and return of capital distributions. The data is derived from …

Fidelity and Schwab index funds: per share distributions Read More »

The table below contains links to spreadsheets containing Vanguard mutual fund and exchange-traded fund annual per share distributions. These distributions include dividend distributions, capital gains distributions, and return of capital distributions. Data derived from  the EDGAR data base of fund …

Vanguard funds: per share distributions Read More »

John Bogle, in various writings, argued that his decision to create value and growth index funds was based on meeting the tax, risk, and return needs of investment clienteles during their investment life cycles. Growth index funds were designed for …

Dividend Yield: Value vs. Growth Read More »