Search found 2 matches
- Wed Mar 28, 2012 10:39 am
- Forum: Investing - Theory, News & General
- Topic: The Three-Fund Portfolio
- Replies: 3895
- Views: 2424760
Re: The Three Fund Portfolio
To 555 and LadyGeek: Thank you very much for your prompt replies, which gave me the exact information I was looking for. I spent considerable time looking for the information without success and know I could have spent much more time and possibly not have found what I needed, but one quick post to Bogleheads forum and there it was. Thank you again. Now for one more question: Any thoughts on the comparison of the "three portfolio fund" (constructed using the Vang'd 2040 Retirement Fund - VFORX - as an allocation guide) vs. the Blackrock Lifepath 2040 Institutional Retirement Fund (STLEX), other than the obvious drawback of having to manually rebalance the Vang'd portfolio every year? Other than the rebalancing, the two main factors...
- Tue Mar 27, 2012 2:52 pm
- Forum: Investing - Theory, News & General
- Topic: The Three-Fund Portfolio
- Replies: 3895
- Views: 2424760
Re: The Three Fund Portfolio
If one has a 401K plan that offers Vang'd Total Int'l Stock, Total Bond Fund, 500 Index Fund and Extended Mkt. Index Fund, but does not offer Vang'd Total Stk. Mkt. Fund, wouldn't it be possible to replicate the Total Stk. Mkt. Fund by combining the 500 Index and Extended Mkt. Index Funds thus making the "three fund portfolio" possible? If so, what would be theproper ratio of the 500 Idx. Fund and the Ext. Mkt. Fund?