Search found 7 matches

by e_swami
Sun Jan 28, 2018 11:07 pm
Forum: Investing - Theory, News & General
Topic: US vs International stocks
Replies: 1
Views: 448

US vs International stocks

I generally try to follow Merriman's style of allocating equal amounts across various equity segments (growth/value, large cap/small cap etc). At current valuations, does it makes sense to weight international stocks more heavily rather than weight all asset segments equally? Or is it part of the di...
by e_swami
Mon Jan 15, 2018 6:37 pm
Forum: Investing - Theory, News & General
Topic: International Small-cap Value Funds ??
Replies: 55
Views: 5351

Re: International Small-cap Value Funds ??

FNDC and the Powershares PDN (.50) are good options. Don't be unduly taken aback by them being "blend funds" as the RAFI methodology tends to grab a lot of deep value and cheap blend-growth. They're also the only good pair of solutions in taxable accounts. DLS is great in tax-deferred accounts but ...
by e_swami
Sun Jan 14, 2018 6:48 pm
Forum: Investing - Theory, News & General
Topic: International Small-cap Value Funds ??
Replies: 55
Views: 5351

Re: International Small-cap Value Funds ??

At this point, I only own VSS/VFSVX for international small cap. (It is our largest equity position.) None of the international small-cap value funds that I have access to are compelling yet. I have my eye on ISCF (iShares EDGE MSCI Multifactor International Small Cap ETF), but at the moment it onl...
by e_swami
Sun Jan 14, 2018 5:05 pm
Forum: Investing - Theory, News & General
Topic: International Small-cap Value Funds ??
Replies: 55
Views: 5351

Re: International Small-cap Value Funds ??

SCHC and FNDC are not very different from VFSVX. These are all intl small cap but not necessarily "value"

https://personal.vanguard.com/us/funds/ ... true#tab=2
by e_swami
Sun Jan 14, 2018 3:06 pm
Forum: Investing - Theory, News & General
Topic: International Small-cap Value Funds ??
Replies: 55
Views: 5351

International Small-cap Value Funds ??

I like Merriman's Ultimate-buy-and-hold approach. However, Vanguard does not seem to have any funds for the "International small cap value" asset class. Are there any alternatives that work, other than going to DFA?
by e_swami
Sun Jan 14, 2018 10:30 am
Forum: Investing - Theory, News & General
Topic: What should I own on the bond side ???
Replies: 11
Views: 1705

Re: What should I own on the bond side ???

Thanks everyone for the responses. I have been telling myself that I am perhaps too worried about loss of value vs higher interest income. This gives me more to act on that 1. What do people here think about international bonds? 2. Thoughts on using 529 for a part of my fixed income requirements ove...
by e_swami
Sat Jan 13, 2018 6:06 pm
Forum: Investing - Theory, News & General
Topic: What should I own on the bond side ???
Replies: 11
Views: 1705

What should I own on the bond side ???

I have a target 70/30 stock/bond mix (I am 43 years old). I have struggled with the fixed income side of my portfolio for the past couple of years under the idea that since interest rates are zero, bonds prices can ONLY decline. As a result my fixed income side has been limited to the following (per...