Search found 7 matches

by aristotle'sfootprint
Wed Oct 09, 2019 1:46 pm
Forum: Investing - Theory, News & General
Topic: INTERNATIONALS 20% of Equities or 20% of Portfolio?
Replies: 57
Views: 3622

Re: INTERNATIONALS 20% of Equities or 20% of Portfolio?

As for a "sweet spot" allocation, it's probably closer to 40%, and any expert on the topic will certainly recommend an international allocation of 30% to 40% for the typical investor. The 20% number is one that probably nobody thinks is right: it's proposed as an attempt to "split the difference" b...
by aristotle'sfootprint
Fri Sep 20, 2019 2:25 pm
Forum: Personal Consumer Issues
Topic: What generalist books attempt to explain human nature?
Replies: 39
Views: 2671

Re: What generalist books attempt to explain human nature?

Fans of Wright's _Moral Animal_ might also like H. Clark Barrett's _The Shape of Thought_. It's not a trade book but it's still very readable for non-experts and gives an excellent overview of developments in evo psych since the 90s.
by aristotle'sfootprint
Wed Sep 18, 2019 6:55 am
Forum: Personal Consumer Issues
Topic: What generalist books attempt to explain human nature?
Replies: 39
Views: 2671

Re: What generalist books attempt to explain human nature?

Steven Pinker's _The Blank Slate_ is terrific on the sciences of human nature (biology, psychology, neuroscience, etc.), and couches the discussion in the context of the old philosophical debate between nativists and empiricists. Highly recommended.
by aristotle'sfootprint
Wed Jul 17, 2019 1:31 pm
Forum: Personal Investments
Topic: AA for 529 accounts sanity check
Replies: 5
Views: 696

Re: AA for 529 accounts sanity check

Here are the aged-based 529 glide paths for Vanguard (Aggresive), T. Rowe Price, and Fidelity (at least, this is what they were a couple of years ago). VANGUARD GLIDE PATH (Aggressive) AGE 5-6 7-8 9-10 11-12 13-14 15 16 17 18 Stock/Bond 90/10 80/20 70/30 60/40 50/50 40/60 30/70 20/80 10/90 T. ROWE G...
by aristotle'sfootprint
Thu Jul 11, 2019 12:37 pm
Forum: Personal Investments
Topic: Relevant Benchmark for World Stock Fund
Replies: 2
Views: 251

Re: Relevant Benchmark for World Stock Fund

Thanks asif408. It's just odd that Morningstar doesn't use MSCI ACWI as the default benchmark for world stock funds, and I wanted to make sure there's not something I'm missing. Right, the fund sure has hugged the benchmark.
by aristotle'sfootprint
Thu Jul 11, 2019 9:39 am
Forum: Personal Investments
Topic: Relevant Benchmark for World Stock Fund
Replies: 2
Views: 251

Relevant Benchmark for World Stock Fund

Given the limited international equity options in my 401k, my core holding is American Funds Capital World Growth and Income Fund (RWIGX). I'm wondering about the relevant benchmark for the fund. On Morningstar's performance page, the benchmark used is MSCI ACWI Ex USA, which seems odd given that it...
by aristotle'sfootprint
Sat Jul 06, 2019 3:42 pm
Forum: Personal Investments
Topic: My Fidelity 529 Fund Performance
Replies: 9
Views: 1177

Re: My Fidelity 529 Fund Performance

I do not know where the fund is invested; it is not tracked to mature at a certain time, It is called Aggressive Growth, hence I thought it would at least be at par with S&P 500. Part of the explanation for why it has underperformed the S&P is that it includes international. It's about 66% domestic...