Search found 6 matches

by robtkatz
Wed Jan 11, 2017 1:48 am
Forum: Investing - Theory, News & General
Topic: Lazy Portfolio with Sector Funds
Replies: 33
Views: 2340

Re: Lazy Portfolio with Sector Funds

Has anyone looked at using sector funds ETFs instead of general market ETFs in designing lazy portfolios? It seems that VDC (Vanguard Consumer Staples ETF) might be as robust as VTI, but much less risky. In particular, I was looking at this two fund ETF portfolio: 75% VDC(Vanguard Consumer Staples ...
by robtkatz
Wed Jan 11, 2017 1:37 am
Forum: Investing - Theory, News & General
Topic: Lazy Portfolio with Sector Funds
Replies: 33
Views: 2340

Re: Adjusting Risk in The Three-Fund Portfolio

robtkatz: Welcome to the Bogleheads forum! In the market depression of Nov 2007 to Feb 2009, a portfolio composed of 40% VTSMX (Vanguard Total Stock Market Index Fund), 40% VBMFX (Vanguard Total Bond Market Index Fund), and 20% VGTSX (Vanguard Total International Stock Index Fund) lost about 32.50%...
by robtkatz
Tue Jan 10, 2017 7:23 pm
Forum: Investing - Theory, News & General
Topic: Lazy Portfolio with Sector Funds
Replies: 33
Views: 2340

Re: Lazy Portfolio with Sector Funds

On a scale of 1-5, Morningstar assesses VTI with a Return of 4 and a Risk of 3. For VDC the numbers are a Return of 4 and a Risk of 2. In the market depression of Nov 2007 to Feb 2009, a portfolio composed of 40% VTSMX (Vanguard Total Stock Market Index Fund), 40% VBMFX (Vanguard Total Bond Market I...
by robtkatz
Mon Jan 09, 2017 12:55 pm
Forum: Investing - Theory, News & General
Topic: Lazy Portfolio with Sector Funds
Replies: 33
Views: 2340

Re: Lazy Portfolio with Sector Funds

Has anyone looked at using sector funds ETFs instead of general market ETFs in designing lazy portfolios? It seems that VDC (Vanguard Consumer Staples ETF) might be as robust as VTI, but much less risky. In particular, I was looking at this two fund ETF portfolio: 75% VDC(Vanguard Consumer Staples ...
by robtkatz
Mon Jan 09, 2017 10:16 am
Forum: Investing - Theory, News & General
Topic: Lazy Portfolio with Sector Funds
Replies: 33
Views: 2340

Lazy Portfolio with Sector Funds

Has anyone looked at using sector funds ETFs instead of general market ETFs in designing lazy portfolios? It seems that VDC (Vanguard Consumer Staples ETF) might be as robust as VTI, but much less risky. In particular, I was looking at this two fund ETF portfolio: 75% VDC(Vanguard Consumer Staples E...
by robtkatz
Wed May 04, 2016 9:16 pm
Forum: Investing - Help with Personal Investments
Topic: Evaluate two portfolios
Replies: 2
Views: 443

Evaluate two portfolios

I'm retired. I'm hoping to make 4%-5% real return (above inflation). I have three accounts: Taxable Account: 100% MGK Roth IRA: 73% EDV, 27% MGK Traditional IRA: 100% EDV Owing to the different size of the accounts, this amounts to total assets of about 50% MGK and 50% EDV I think that might be too ...

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