Annual security lending income data for selected Schwab index funds.
Annual security lending income data for selected Vanguard index funds.
Annual security lending income data for selected Fidelity index funds.
Beginning in 2018 the contest managers began constructing risk adjusted benchmarks to help measure contestant performance.
Financial Page posts regarding the Boglehead Hedge Fund Contest are provided for your convenience.
Contains a table that provides forum links to topics announcing each annual contest and the links reporting final results.
The Chicagoland Virtual meetings Chapter held its first meeting on August 7, 2019. The chapter intends to meet on the first Wednesday of each month. The meetings are held at 8:00 pm Central Time.
Designed for non-US investors, your Boglebot financial advisor will help collect your thoughts on asset allocations and provide some options as to what you could consider for your retirement portfolio.
Some investors like to calculate their personal returns. This page provides a spreadsheet for Bogleheads to calculate their personal returns in a uniform manner.
The Retiree Portfolio Model is a downloadable Excel spreadsheet created by a retiree for retirees. It models the most common financial aspects of a retiree and their spouse’s lives, including pensions, Social Security benefits, living expenses, IRA Required Minimum Distributions, purchase of an annuity, sale of a house, and many other items including Federal and state income taxes. All of this data is used to create a model of their accounts over a period of 1 to 40 years.
Variable percentage withdrawal (VPW) is a withdrawal method that adapts to the retiree’s retirement horizon, asset allocation, and portfolio returns during retirement. It combines the best ideas of the constant-dollar, constant-percentage, and 1/N withdrawal methods to allow the retiree to spend most of the portfolio using return-adjusted withdrawals. By adapting withdrawals to market returns, VPW will never prematurely deplete the portfolio.