Search found 24258 matches

by Taylor Larimore
Fri Jan 04, 2019 6:52 pm
Forum: Investing - Help with Personal Investments
Topic: Is the 3 fund asset allocation my best option?
Replies: 42
Views: 2048

Re: Is the 3 fund asset allocation my best option?

I do wonder if there is any merit to picking out another fund/asset class or two in hopes of greater returns, given the long time span I have. snackontransite: Of course you would like to find another "asset class or two in hopes of greater return." We all would. But beware. This is what highly reg...
by Taylor Larimore
Fri Jan 04, 2019 12:29 pm
Forum: Personal Finance (Not Investing)
Topic: Tax loss harvesting - how simple can I make it?
Replies: 9
Views: 324

Re: Tax loss harvesting - how simple can I make it?

spencer99: You can make it very simple like I do: Simply exchange into a worry-free money market fund for 30 days, and then exchange back into your desired fund. The advantages: * If the 30-day interim fund goes up in value, the gain is taxed at income tax rates. Money Market funds do not have taxab...
by Taylor Larimore
Fri Jan 04, 2019 10:15 am
Forum: Investing - Help with Personal Investments
Topic: BAM Advisor: Advice on alt funds and allocations
Replies: 54
Views: 2623

Rick Ferri's Reply

PJE:

I agree with the Reply (above) by Rick Ferri, CFA. Rick is a former Marine fighter pilot and one of the most knowledgeable and reputable financial authorities helping investors get "a fair shake."

The Three-Fund Portfolio

Best wishes for a Happy New Year!

Taylor
by Taylor Larimore
Thu Jan 03, 2019 2:07 pm
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 2354
Views: 1489714

"3 Fund Portfolio: The Lazy Investing Strategy that Crushes the Pros"

Bogleheads:

Another article praising The Three-Fund Portfolio:

3 Fund Portfolio: The Lazy Investing Strategy that Crushes the Pros

Happy New Year!

Taylor
by Taylor Larimore
Thu Jan 03, 2019 1:14 pm
Forum: Investing - Theory, News & General
Topic: Larry Swedroe: investing Uncomfortably
Replies: 88
Views: 7714

Factor funds: Active or Passive?

Some very sophisticated strategies to gain exposure to factors can remain agnostic to market timing and security selection, and that is why I think factor investing can very fairly be described as passive; certainly closer in my mind to index investing than to active. Dave Dave: Sorry. Vanguard dis...
by Taylor Larimore
Thu Jan 03, 2019 10:45 am
Forum: Investing - Theory, News & General
Topic: Larry Swedroe: investing Uncomfortably
Replies: 88
Views: 7714

Re: Larry Swedroe: investing Uncomfortably

https://www.etf.com/sections/features-and-news/swedroe-investing-uncomfortably Active management, hedge funds, market timing are not a winning formula. Passively and doggedly spreading one’s bets across the factors that have been shown to provide returns over time can be a winning formula. Conventi...
by Taylor Larimore
Wed Jan 02, 2019 9:34 pm
Forum: Investing - Theory, News & General
Topic: The Boglehead Three-Fund Portfolio Has Beaten The MarketWatch Professional Portfolios
Replies: 14
Views: 2688

Re: The Boglehead Three-Fund Portfolio has beaten the MarketWatch Professional Portfolios

Taylor, forgive me for requesting that you change a word in the thread title from beats to has beaten . nisiprius: Thank you for your suggestion to change the title from "beats" to "has beaten." You are right. This is an important distinction that is often overlooked. I edited the title of my Openi...
by Taylor Larimore
Wed Jan 02, 2019 8:14 pm
Forum: Investing - Theory, News & General
Topic: "Vanguard Minimum Investment Cuts Overdue"
Replies: 47
Views: 4262

"Vanguard Minimum Investment Cuts Overdue"

Bogleheads:

Morningstar has an informative interview about changes in Vanguard expense ratios, Admiral shares, and what may be ahead. This is a link to the interview:

Vanguard Minimum Investment Cuts Overdue

Happy New Year
Taylor
by Taylor Larimore
Tue Jan 01, 2019 11:28 pm
Forum: Investing - Theory, News & General
Topic: The Boglehead Three-Fund Portfolio Has Beaten The MarketWatch Professional Portfolios
Replies: 14
Views: 2688

The Boglehead Three-Fund Portfolio Has Beaten The MarketWatch Professional Portfolios

Bogleheads: Total Returns for 8 Professional Portfolios (1/1/2019): -------------------------------------------- 1-yr --- 3-yrs - 5-yrs -- 10-yrs Aronson Family Taxable ------------- -7.67% 5.74% 4.13% 8.64% Fundadvice Ultimate Buy & Hold--- -6.39% 4.00% 2.77% 6.54% Dr. Bernstein's Smart Money------...
by Taylor Larimore
Tue Jan 01, 2019 9:54 pm
Forum: Investing - Theory, News & General
Topic: Long-Term “Buy & Hold” Crushed Stockholders in Largest Markets Except US & India (article)
Replies: 7
Views: 571

Re: Long-Term “Buy & Hold” Crushed Stockholders in Largest Markets Except US & India (article)

I typically respect the opinion of Wolf Street, I guess it could be considered "financial porn", however I like his cynicism and many times it does an excellent job at highlighting weird aspects of the economy (e.g. housing bubble, corporate debt, ...). Latest article: https://wolfstreet.com/2019/0...
by Taylor Larimore
Tue Jan 01, 2019 9:42 pm
Forum: Investing - Help with Personal Investments
Topic: I'm ready to dump $5.5k to Roth IRA 2019. Should I buy total stock or target retirement?
Replies: 8
Views: 1261

Re: I'm ready to dump $5.5k to Roth IRA 2019. Should I buy total stock or target retirement?

After 2018's market volatility, my current Roth IRA investment status is: Purchases & withdrawals +$22,000.00 Investment returns +$1,782.31 Ending balance $23,782.31 Rate of return 3.8% As of 12/31/2018 :oops: All AA is in Vanguard Target Retirement 2055 Fund. I am 31 year old. I guess stocks are c...
by Taylor Larimore
Tue Jan 01, 2019 3:45 pm
Forum: Investing - Help with Personal Investments
Topic: I just started to realize how important it is to manage the finances
Replies: 9
Views: 1624

Re: I just started to realize how important it is to manage the finances

I just started to realize how important it is to manage the finances. Seems that the investigation it is more important than how much you earn. Therefore I registered this forum. Welcome to the Bogleheads Forum--now the largest financial forum on the internet. It is one of the few places you should...
by Taylor Larimore
Tue Jan 01, 2019 2:24 pm
Forum: Investing - Theory, News & General
Topic: REGISTRATION FOR 2019 BOGLEHEAD CONTEST [Entry deadline has passed]
Replies: 674
Views: 12407

REGISTRATION FOR 2019 BOGLEHEAD CONTEST [Entry deadline has passed]

Bogleheads: Welcome to the 2019 Boglehead Contest designed to demonstrate how difficult it is to forecast future stock prices. Rules * Forecast (below) the closing price of the S&P 500 Index on December 31, 2019. * Only one guess (no percentages and no changes). * In the event of ties, the first for...
by Taylor Larimore
Mon Dec 31, 2018 9:10 pm
Forum: Investing - Theory, News & General
Topic: 2018 Morningstar Fund Category Performance
Replies: 1
Views: 218

2018 Morningstar Fund Category Performance

Bogleheads: This is Morningstar's U.S. Equity Fund Performance for the year ending December 28, 2018: U.S.Stock Market -5.88% US Growth -0.19% US Large Cap -4.27% US Large Core -9.08% US Large Growth +2.07% (best return) US Large Val -6.63% US Mid Cap -9.21% US Mid Core -12.13% US Mid Growth -4.32% ...
by Taylor Larimore
Mon Dec 31, 2018 4:31 pm
Forum: Investing - Theory, News & General
Topic: "pjtallman" Wins The 2018 Boglehead Contest
Replies: 12
Views: 1717

Re: "Christine_NM" Wins The 2018 Boglehead Contest

amitb00 wrote:
Mon Dec 31, 2018 4:28 pm
If pjtallman won, why does title says Christine_NM won?
Congrats to the winner.
amitb00:

Thank you for the notification. My mistake. I have changed the title.

Happy New Year!
Taylor
by Taylor Larimore
Mon Dec 31, 2018 4:27 pm
Forum: Investing - Theory, News & General
Topic: "pjtallman" Wins The 2018 Boglehead Contest
Replies: 12
Views: 1717

Re: "Christine_NM" Wins The 2018 Boglehead Contest

Christine:

Sorry, I posted the "winner" too soon. After my post there was an adjustment to the S&P year-end price.

As a consolation, PM me your mailing address and I will send you a copy of my latest book:
The Bogleheads' Guide to The Three-Fund Portfolio.


Best wishes.
Taylor
by Taylor Larimore
Mon Dec 31, 2018 4:11 pm
Forum: Investing - Theory, News & General
Topic: "pjtallman" Wins The 2018 Boglehead Contest
Replies: 12
Views: 1717

"pjtallman" Wins The 2018 Boglehead Contest

Bogleheads: The 2018 Boglehead Contest has ended with the S&P 500 Index at 2506.85. Last January, the winner, pjtallman, guessed the S&P 500 Index would end the year at 2512.00 !![/u] pjtallman: If you will PM me and give me your mailing address, I will send you a Boglehead book and a Jack Bogle boo...
by Taylor Larimore
Mon Dec 31, 2018 2:33 pm
Forum: Investing - Theory, News & General
Topic: International Funds Still Relevant in a Simple Portfolio?
Replies: 72
Views: 4701

Re: International Funds Still Relevant in a Simple Portfolio?

I'm curious about how you all feel about International fund exposure these days? I recently did some tax loss harvesting from my Vanguard Total International Index Fund, reducing my exposure to that sector from about 15% to 3%. I'm at the point now where I was planning on buying back into the fund ...
by Taylor Larimore
Mon Dec 31, 2018 12:05 pm
Forum: Investing - Theory, News & General
Topic: What are some critiques of passive investing/index funds?
Replies: 75
Views: 5688

Critiques vs. Reality

All of my investments are in low cost index funds (100% VTSAX). I am 100% on board with the Boglehead philosophy. The reason for this post is to better my understanding (newer investor), and to help alleviate confirmation bias. I want to open up a dialogue, I think it is important to understand you...
by Taylor Larimore
Fri Dec 28, 2018 9:44 pm
Forum: Personal Consumer Issues
Topic: Pre Cruise Ft Lauderdale Hotel
Replies: 29
Views: 1313

Re: Pre Cruise Ft Lauderdale Hotel

One of my goals for myself and SO is to spend a bit more money on experiences. We decided to take a cruise. In looking at options, it appears it would be best to fly to Ft. Lauderdale the day before and stay overnight to make certain we are on time. Could any of you recommend a hotel that would be ...
by Taylor Larimore
Fri Dec 28, 2018 8:06 pm
Forum: Local Chapters and Bogleheads Community
Topic: My Christmas Present To You
Replies: 108
Views: 11180

Re: My Christmas Present To You

Bogleheads: We returned to the Port of Miami (Cruise Capital of the World) early this morning aboard The Majesty of the Seas -- a huge ship. Son Michael rented me an electric scooter to get around. I loved the scooter. We had 4 Larimore's and 4 Steveler's from Bastogne, Belgium. Each evening we woul...
by Taylor Larimore
Sun Dec 23, 2018 8:40 pm
Forum: Investing - Theory, News & General
Topic: Best Vanguard funds to include in a Vanguard 401k
Replies: 19
Views: 1924

Re: Best Vanguard funds to include in a Vanguard 401k

We are likely moving our small company 401k plan to Vanguard. They have suggested offering the following funds in the plan. I see everything I want in this list except for one. What do fellow Bogleheads see missing from the proposed list of funds offered? Thanks in advance for any list refinement s...
by Taylor Larimore
Sat Dec 22, 2018 1:43 pm
Forum: Local Chapters and Bogleheads Community
Topic: My Christmas Present To You
Replies: 108
Views: 11180

My Christmas Present To You

Bogleheads: Seventy-four years ago, on Christmas Eve, during the Battle of the Bulge, I was a 20-year old scared paratrooper in a snow-covered foxhole protecting the important transportation town of Bastogne, Belgium. My foxhole was in the front yard of the Steveler family who brought me warm food a...
by Taylor Larimore
Sat Dec 22, 2018 11:55 am
Forum: Investing - Theory, News & General
Topic: When did the musicians on the titanic realize their fate?
Replies: 132
Views: 9757

Re: When did the musicians on the titanic realize their fate?

Bogleheads: I am in retirement. Money that I cannot afford to lose is in reasonably safe Total Bond Market Index Fund; the rest of my savings are in a 500 index fund. Result: No worry about the stock market. If I could start over, I would own The Three-Fund Portfolio. Happy Holiday! Taylor Taylor, ...
by Taylor Larimore
Fri Dec 21, 2018 10:27 pm
Forum: Investing - Help with Personal Investments
Topic: REIT funds for tax / tax adv?
Replies: 6
Views: 283

Re: REIT funds for tax / tax adv?

I was playing with portfolio visualizer for a while and decided to add 10% REIT funds but got confused by taxes. What are the good options of REIT funds for both taxable and IRA accounts? Pomegranate: REIT funds are among the most tax-inefficient of all funds. Accordingly, they belong in tax-advant...
by Taylor Larimore
Fri Dec 21, 2018 8:00 pm
Forum: Investing - Theory, News & General
Topic: When did the musicians on the titanic realize their fate?
Replies: 132
Views: 9757

Re: When did the musicians on the titanic realize their fate?

Bogleheads:

I am in retirement. Money that I cannot afford to lose is in reasonably safe Total Bond Market Index Fund; the rest of my savings are in a 500 index fund. Result: No worry about the stock market.

If I could start over, I would own The Three-Fund Portfolio.

Happy Holiday!
Taylor
by Taylor Larimore
Fri Dec 21, 2018 12:08 pm
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 2354
Views: 1489714

"This Is One of the Broadest Foreign-Stock Funds Available"

Bogleheads:

Three-Fund Portfolio investors will appreciate this Morningstar article about Gold rated Vanguard Total International Index Fund/ETF:

This Is One of the Broadest Foreign-Stock Funds Available

Best wishes.
Taylor
by Taylor Larimore
Thu Dec 20, 2018 9:51 pm
Forum: Investing - Theory, News & General
Topic: REGISTRATION FOR 2018 BOGLEHEAD CONTEST
Replies: 167
Views: 14551

Re: REGISTRATION FOR 2019 BOGLEHEAD CONTEST

Bogleheads:

I will post a new Registration Announcement for the 2019 Boglehead Contest and its prizes on January 1, 2019.

Happy Holiday!

Taylor
by Taylor Larimore
Thu Dec 20, 2018 4:29 pm
Forum: Investing - Help with Personal Investments
Topic: Beginner's TLH question
Replies: 10
Views: 505

60-Day Holding Rule

dcr1984: Tax-loss harvesting can be simple or complex. I prefer simple: Simple: 1. In a taxable account exchange losing shares into a safe money-market fund. 2. After 30-days exchange back into the desired fund. Complex: https://www.bogleheads.org/wiki/Tax_loss_harvesting Best wishes. Taylor Taylor...
by Taylor Larimore
Thu Dec 20, 2018 4:10 pm
Forum: Investing - Help with Personal Investments
Topic: Asset Allocation - Why Lump Them Together?
Replies: 5
Views: 413

Re: Asset Allocation - Why Lump Them Together?

Post by KingRiggs Been doing a lot of reading regarding AA lately. It seems that most sources suggest I should look at all my investments (taxable, non-taxable, HSA) lumped together with regards to AA. My question is: why? KingRiggs: Your "total" portfolio is most important -- not its individual pa...
by Taylor Larimore
Thu Dec 20, 2018 1:53 pm
Forum: Investing - Help with Personal Investments
Topic: Beginner's TLH question
Replies: 10
Views: 505

Re: Beginner's TLH question

dcr1984: Tax-loss harvesting can be simple or complex. I prefer simple: Simple: 1. In a taxable account exchange losing shares into a safe money-market fund. 2. After 30-days exchange back into the desired fund. Complex: https://www.bogleheads.org/wiki/Tax_loss_harvesting Best wishes. Taylor Thanks...
by Taylor Larimore
Thu Dec 20, 2018 12:37 pm
Forum: Investing - Help with Personal Investments
Topic: Beginner's TLH question
Replies: 10
Views: 505

Re: Beginner's TLH question

I have a small taxable non-retirement account consisting of only Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). Can someone provide a short how-to on the best way to do the tax-loss harvesting for this type of account (i.e. which specific vanguard fund would be best to switch into f...
by Taylor Larimore
Thu Dec 20, 2018 9:32 am
Forum: Personal Finance (Not Investing)
Topic: Asset allocation
Replies: 6
Views: 717

Re: Asset allocation

Greetings, I am 57 years old and would like to retire in the next 3-5 years, my asset allocation is at 80-20 stock to bond mix. I would like to be at a more conservative mix around 65-35 stock to bond ratio in the near future. With this market volitaly I have lost $45K, should I make this asset all...
by Taylor Larimore
Thu Dec 20, 2018 9:08 am
Forum: Investing - Help with Personal Investments
Topic: planning to buy REIT, bad idea ?
Replies: 35
Views: 2743

Re: planning to buy REIT, bad idea ?

I know bogle heads don't advice on tilting to a certain sector, but I am willing to take a calculated risk here. housing market is projected to slow down next .... taking that in mind is it hugely insane to start buying REIT ? etguy: I agree with stimulacra: "If you own Total U.S. Stock Market you ...
by Taylor Larimore
Wed Dec 19, 2018 10:42 pm
Forum: Investing - Theory, News & General
Topic: What will be the low for the S&P 500?
Replies: 87
Views: 7933

Bogleheads beat Wall Street forecasts

All civilizations come to an end, it'll go to zero, but not in my lifetime. In the next calendar year, i think the S&P will go to 1158. Cycle: I just finished reading "Wall Street's 2019 Outlook" on cnbc. Thirteen major firms have guesses ranging from a low of 2,750 (Morgan Stanley) to a high of 3,...
by Taylor Larimore
Wed Dec 19, 2018 10:04 pm
Forum: Investing - Theory, News & General
Topic: What will be the low for the S&P 500?
Replies: 87
Views: 7933

Re: What will be the low for the S&P 500?

I get it, nobody knows, but c'mon, let's have some fun while we see our portfolios decline in value... What will be the low for the S&P 500 of this correction / bear market whatever you want to call it? My guess is 1400. I posted the same question over 10 years ago in the midst of the financial cri...
by Taylor Larimore
Wed Dec 19, 2018 9:54 pm
Forum: Investing - Theory, News & General
Topic: A case against buy and hold index investing
Replies: 39
Views: 4451

Re: A case against buy and hold index investing

Dear Bogleheads, As I was browsing through youtube I found this video of a guy named Sven Carlin. In it he makes a case against the 'buy and hold' strategy of investing that some of us advocate. His main point is that he disagrees with the idea that the stock market always goes up in the long term....
by Taylor Larimore
Wed Dec 19, 2018 9:27 pm
Forum: Investing - Help with Personal Investments
Topic: money from business sale
Replies: 5
Views: 554

Re: money from business sale

stillers: Selling business Jan 4, 2019 will have 6 figure check for goodwill. With the current market and my age 63. Where is a Good place to park it until things settle out some? No need for money in next 18 months. I have a well diversified portfolio with Vanguard. stillers: I would review my asse...
by Taylor Larimore
Wed Dec 19, 2018 7:26 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard Portfolio Watch
Replies: 13
Views: 1015

Re: Vanguard Portfolio Watch

Do folks use the vanguard Portfolio Watch tool to monitor their overall AA? What are folks’ thoughts on it’s reliability/accuracy? Does this tool takes into account the manually-entered “Outside Investments” section, or does it base it calculations strictly on Vanguard-held assets? Thanks Why bothe...
by Taylor Larimore
Tue Dec 18, 2018 7:37 pm
Forum: Investing - Theory, News & General
Topic: Question on DFA's overall theory....
Replies: 18
Views: 1458

Something important is missing

Am I looking at this the right way? Or is there something I'm missing? Greenman72: You are missing something very important: DFA cannot normally be purchased without the added cost of an advisor. Morningstar:"If there's anything in the whole world of mutual funds that you can take to the bank, it's...
by Taylor Larimore
Tue Dec 18, 2018 2:09 pm
Forum: Investing - Theory, News & General
Topic: "We have received 2243 new posts and replies over 273 topics in last day (sorted by Latest Reply)."
Replies: 10
Views: 1913

"We have received 2243 new posts and replies over 273 topics in last day (sorted by Latest Reply)."

Bogleheads: According to the above heading on this Bogleheads Forum, We have received 2243 new posts and replies over 273 topics in the last day. . . This is the current heading on this Forum at 2:00 PM today. These figures are remarkable and are a testament to our founders, our moderators, and espe...
by Taylor Larimore
Tue Dec 18, 2018 10:38 am
Forum: Investing - Help with Personal Investments
Topic: Is anyone's portfolio not tanking???
Replies: 129
Views: 13132

Re: Is anyone's portfolio not tanking???

My portfolio has overall been pretty flat since the market "peak" in September. I'm up 58% YTD. Then again I'm a newish investor with a small portfolio, so my contributions are large relative to the size of my portfolio. Pretty much the trend seems to be I add money to my investments, and it gets e...
by Taylor Larimore
Tue Dec 18, 2018 10:25 am
Forum: Investing - Help with Personal Investments
Topic: Made Big mistake timing the market - help
Replies: 29
Views: 6632

Re: Made Big mistake timing the market - help

I’m a very new to investing and I bought tqqq when it was around $60 not knowing anything about leveraged etfs. Now it’s down to $40. I came to know about Bogle heads recently.I know it’s too late and made a mistake. But now should I sell everything and follow the bogle principles or hold to tqqq t...
by Taylor Larimore
Mon Dec 17, 2018 11:14 pm
Forum: Investing - Theory, News & General
Topic: So...do I keep buying more equities?
Replies: 49
Views: 5757

Develop a plan. Then stay the course.

Should I keep buying into the market as its dropping? Feel like at this point that any day it drops 1% to 2% or more, I should just keep buying a small portion of it and reduce my overall cost basis. justsomeguy2018: Your most important investment decision is your asset-allocation plan between stoc...
by Taylor Larimore
Mon Dec 17, 2018 10:23 pm
Forum: Investing - Theory, News & General
Topic: "Warren Buffett suggests you read this 19th century poem when the market is tanking"
Replies: 28
Views: 3943

Re: "Warren Buffett suggests you read this 19th century poem when the market is tanking"

If you can keep your head when all about you Are losing theirs and blaming it on you, If you can trust yourself when all men doubt you, But make allowance for their doubting too; If you can wait and not be tired by waiting, Or being lied about, don’t deal in lies, Or being hated, don’t give way to ...
by Taylor Larimore
Mon Dec 17, 2018 9:01 pm
Forum: Personal Consumer Issues
Topic: Azamara Cruises
Replies: 10
Views: 869

Re: Azamara Cruises

curmudgeon:

My son Michael and his wife Joyce are currently on a 10-day cruise to Cuba aboard a Azamara ship.

We will try to answer your question when he returns in a few days.

Happy Holiday!
Taylor
by Taylor Larimore
Mon Dec 17, 2018 6:12 pm
Forum: Investing - Theory, News & General
Topic: "Warren Buffett suggests you read this 19th century poem when the market is tanking"
Replies: 28
Views: 3943

"Warren Buffett suggests you read this 19th century poem when the market is tanking"

Bogleheads:

The S&P 500 fell another 2% today. No one knows what tomorrow will bring. If you are undecided what to do ( not a Boglehead) I suggest you read this article by Kathleen Elkins:

Warren Buffett suggests you read this 19th century poem when the market is tanking

Best wishes
Taylor
by Taylor Larimore
Sun Dec 16, 2018 6:39 pm
Forum: Investing - Theory, News & General
Topic: QSPIX - thoughts on interesting fund
Replies: 1608
Views: 223518

Re: AQR Alternate Fund Returns

Bogleheads: AQR's Alternative Investment Funds Annualized 5-Year Returns For The Period Ending 11/30/2018* Diversified Arbitrage Fund ADAIX ....................... +1.22% Long/Short Equity Fund QLEIX .......................... +8.15% Managed Futures Strategy Fund AQMIX ................ -1.06% Manag...
by Taylor Larimore
Sun Dec 16, 2018 3:09 pm
Forum: Investing - Theory, News & General
Topic: QSPIX - thoughts on interesting fund
Replies: 1608
Views: 223518

AQR Alternate Fund Returns

Bogleheads: AQR's Alternative Investment Funds Annualized 5-Year Returns For The Period Ending 11/30/2018* Diversified Arbitrage Fund ADAIX ....................... +1.22% Long/Short Equity Fund QLEIX .......................... +8.15% Managed Futures Strategy Fund AQMIX ................ -1.06% Manage...