Post your Morningstar Box Style

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Post Reply
Topic Author
Longtimelurker
Posts: 471
Joined: Fri Dec 13, 2013 8:23 am

Post your Morningstar Box Style

Post by Longtimelurker »

Always an interesting read. Here I am:

16 - 17 - 17
11 - 9 - 7
9 - 8 - 6

75/25 Equities/Bond
Equities: 50/50 US / Intl.
Stay the course. If you can't resist greed, and fear is proven to be 2x as strong, you are doomed as an investor.
User avatar
whaleknives
Posts: 1218
Joined: Sun Jun 24, 2012 7:19 pm

Re: Post your Morningstar Box Style

Post by whaleknives »

Image
"I'm an indexer. I own the market. And I'm happy." (John Bogle, "BusinessWeek", 8/17/07) ☕ Maritime signal flag W - Whiskey: "I require medical assistance."
fmzip
Posts: 349
Joined: Wed May 14, 2014 9:01 am

Re: Post your Morningstar Box Style

Post by fmzip »

Where do I find these views?

I have my portfolio listed on Morningstar but I don't see this anywhere
User avatar
ruralavalon
Posts: 19685
Joined: Sat Feb 02, 2008 10:29 am
Location: Illinois

Re: Post your Morningstar Box Style

Post by ruralavalon »

50/50 stock/bond allocation

domestic equity (TSM, SCV, REIT)
15/19/18
10/11/15
10/08/03

International equity (Total Int'l)
28/26/25
06/05/05
01/01/01
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started
livesoft
Posts: 73468
Joined: Thu Mar 01, 2007 8:00 pm

Re: Post your Morningstar Box Style

Post by livesoft »

US only
18-14-14
11-10-04
15-10-03

International only
15-16-14
14-13-11
07-04-04

US+International
17-15-14
13-12-08
11-08-04
Wiki This signature message sponsored by sscritic: Learn to fish.
User avatar
baw703916
Posts: 6681
Joined: Sun Apr 01, 2007 1:10 pm
Location: Seattle

Re: Post your Morningstar Box Style

Post by baw703916 »

Overall portfolio:
37.2% U.S. stocks, 25.8% International stocks, 35.6% Bonds, 1.4% cash and "other"

Equities style box:
11 - 15 - 12
13 - 10 - 07
17 - 09 - 06

Bond style box (horizontal axis: duration; vertical axis: credit quality):
62 - 00 - 01
00 - 33 - 00
00 - 00 - 00
Most of my posts assume no behavioral errors.
User avatar
whaleknives
Posts: 1218
Joined: Sun Jun 24, 2012 7:19 pm

Re: Post your Morningstar Box Style

Post by whaleknives »

fmzip - try Morningstar Tools>Instant X-Ray:
http://portfolio.morningstar.com/RtPort ... =0.7055475
"I'm an indexer. I own the market. And I'm happy." (John Bogle, "BusinessWeek", 8/17/07) ☕ Maritime signal flag W - Whiskey: "I require medical assistance."
abyan
Posts: 604
Joined: Mon Jun 23, 2014 8:51 pm

Re: Post your Morningstar Box Style

Post by abyan »

100% equity (all at Vanguard)

23 - 24 - 24
7 - 7 - 5
5 - 4 - 2

US Equity (40% TSM, 20% S&P, 10% small cap value)
International Equity (25% total market, 5% emerging markets)
RunningRad
Posts: 328
Joined: Wed May 21, 2014 2:06 pm

Re: Post your Morningstar Box Style

Post by RunningRad »

14-11-08
11-09-06
23-13-05

US Stocks- 37%
Intl stock-25%
Bonds-33%
Cash/other-5%
Few decisions in life motivated by greed ever have happy outcomes--Peter Bernstein, The 60/40 Solution
User avatar
camper
Posts: 869
Joined: Thu Dec 04, 2008 11:51 pm
Location: My side of the mountain

Re: Post your Morningstar Box Style

Post by camper »

12 15 14
12 13 9
11 9 5
User avatar
camper
Posts: 869
Joined: Thu Dec 04, 2008 11:51 pm
Location: My side of the mountain

Re: Post your Morningstar Box Style

Post by camper »

Current box
camper wrote:12 15 14
12 13 9
11 9 5
Dug this post up from a similar thread in October 2010.
Numbers haven't changed much. Illustrates that we are staying the course.
camper wrote:13 13 13
12 13 10
12 9 5

Cash 1%
US Stocks 46.41%
Foreign Stocks 32.99%
Bonds 19.35%
Other .25%
User avatar
Regal 56
Posts: 460
Joined: Thu May 24, 2007 5:47 pm
Location: South Euclid, OH
Contact:

Re: Post your Morningstar Box Style

Post by Regal 56 »

Allocation
Cash: 5.17%
Bonds: 3.85%
US Stocks: 47.96%
Non-US Stocks: 41.65%
Other: 1.38%

Stock Style
14—17—19
06—13—11
05—08—07

My total portfolio expense ratio is—true diehards might want to avert their eyes—0.92%. But as any hot-shot financial advisor will say, you get what you pay for. :wink:
User avatar
nedsaid
Posts: 13918
Joined: Fri Nov 23, 2012 12:33 pm

Re: Post your Morningstar Box Style

Post by nedsaid »

Stock stylebox is:

21-23-18
06-09-07
08-05-04

50% US Stocks, 18% International Stocks, 28% Bonds, 3% Cash, and 1% other.

Average mutual fund expense ratio: 0.58%.
A fool and his money are good for business.
User avatar
fourwedge
Posts: 323
Joined: Sun Sep 22, 2013 10:10 pm

Re: Post your Morningstar Box Style

Post by fourwedge »

Stock 90%
Bonds 10%

Stock:
us/int
59%/41%


US and Int equities combined with 32% total in Int.
15,18,17
11,11,6
10,8,3

Avg expense ration .18%
Max out your tax sheltered retirement accounts with inexpensive, well diversified, index funds and you will beat 90% of all investors.
conlius
Posts: 95
Joined: Fri May 02, 2014 11:09 am

Re: Post your Morningstar Box Style

Post by conlius »

In the past few days I simplified my portfolio to:

VTV (Large Value): 20%
VBR (Small Value): 20%
VNQ (REITs): 10%
VEU (Ex-US Large/Mid with EM): 15%
VSS (Ex-US Small/Mid with EM): 15%
BND (Total Bond): 20%

US Equities (including REITs):
19 19 6
13 13 3
14 11 3

Ex-US
15 15 15
13 13 12
7 5 4

Total Equities:
18 18 9
13 13 6
11 9 3

Maybe I'm tilting too much toward US value and not enough in Ex-US? You guys tell me.
Code Commit
Posts: 138
Joined: Mon Mar 04, 2013 11:42 am

Re: Post your Morningstar Box Style

Post by Code Commit »

US only
13-16-15
11-12-5
14-10-4

International only
17-17-18
12-11-11
6-4-4

US-International Combined (US 60% + Intl 40% of equities)
15-16-16
11-12-7
11-8-4
Last edited by Code Commit on Wed Jul 09, 2014 9:30 pm, edited 1 time in total.
User avatar
matjen
Posts: 2136
Joined: Sun Nov 20, 2011 11:30 pm

Re: Post your Morningstar Box Style

Post by matjen »

18 18 17
8 8 7
10 9 5

75 equities/25 fixed income
42US/33Int'l
A man is rich in proportion to the number of things he can afford to let alone.
User avatar
LAlearning
Posts: 1365
Joined: Wed May 09, 2012 12:26 pm
Location: Los Angeles

Re: Post your Morningstar Box Style

Post by LAlearning »

22-23-23
07-08-07
04-04-03

75:25 with 30% Intl.
ER 0.15%
Last edited by LAlearning on Thu Jul 10, 2014 8:05 am, edited 1 time in total.
I know nothing!
User avatar
sperry8
Posts: 2211
Joined: Sat Mar 29, 2008 9:25 pm
Location: Miami FL

Re: Post your Morningstar Box Style

Post by sperry8 »

Domestic
17-23-21
11-10-6
3-4-5
Expense ratio: .26%

International
17-17-23
10-10-11
4-4-4
Expense ratio: .37%

Domestic & International Combined (US 60% + Int'l 40%)
17-20-21
11-10-8
4-4-5
Expense ratio: .30%
BH contest results: 2019: #233 of 645 | 18: #150 of 493 | 17: #516 of 647 | 16: #121 of 610 | 15: #18 of 552 | 14: #225 of 503 | 13: #383 of 433 | 12: #366 of 410 | 11: #113 of 369 | 10: #53 of 282
User avatar
grap0013
Posts: 1885
Joined: Thu Mar 18, 2010 1:24 pm

Re: Post your Morningstar Box Style

Post by grap0013 »

100% equity since 2007

50:25:25 split US:international dev:EM Same ratios since August 2010.

08-06-05
16-15-09
22-15-05
There are no guarantees, only probabilities.
User avatar
grap0013
Posts: 1885
Joined: Thu Mar 18, 2010 1:24 pm

Re: Post your Morningstar Box Style

Post by grap0013 »

RunningRad wrote:14-11-08
11-09-06
23-13-05

US Stocks- 37%
Intl stock-25%
Bonds-33%
Cash/other-5%
Not that it's a competition....... :) , but how'd you get more in the little box on the bottom left than me? RZV?
There are no guarantees, only probabilities.
Gecko10x
Posts: 147
Joined: Thu Jun 06, 2013 8:10 pm

Re: Post your Morningstar Box Style

Post by Gecko10x »

grap0013 wrote:
RunningRad wrote:14-11-08
11-09-06
23-13-05

US Stocks- 37%
Intl stock-25%
Bonds-33%
Cash/other-5%
Not that it's a competition....... :) , but how'd you get more in the little box on the bottom left than me? RZV?
Haha! Well, if you're going to challenge us, then here's mine excluding assets I don't have full control over (IOW, mine doesn't actually look anything like this :wink: )

7    5    3
9    9    10
25  23  10
Moon and stars
Posts: 1
Joined: Wed May 30, 2012 4:25 pm

Re: Post your Morningstar Box Style

Post by Moon and stars »

My Morningstar Stock Style Matrix is:

20 23 31
5 5 10
2 1 3

I recognize my portfolio is heavily tilted toward growth stocks. This is a result of decisions I made prior to becoming a Boglehead. I are currently working to achieve a better balance between growth and value stocks. However, it is a slow process unless I want to incur a large capital gains tax liability. My overall expense ratio is 0.48%.
User avatar
nisiprius
Advisory Board
Posts: 42187
Joined: Thu Jul 26, 2007 9:33 am
Location: The terrestrial, globular, planetary hunk of matter, flattened at the poles, is my abode.--O. Henry

Re: Post your Morningstar Box Style

Post by nisiprius »

Relying on Vanguard's far-from-reliable Portfolio Watch... but is probably OK since I currently have no assets outside Vanguard, and no non-Vanguard mutual funds or ETFs...
Image
Image
Image
Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness; Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.
User avatar
sperry8
Posts: 2211
Joined: Sat Mar 29, 2008 9:25 pm
Location: Miami FL

Re: Post your Morningstar Box Style

Post by sperry8 »

nisiprius wrote:Relying on Vanguard's far-from-reliable Portfolio Watch... but is probably OK since I currently have no assets outside Vanguard, and no non-Vanguard mutual funds or ETFs...
Image
Image
Image
Nispirus - I'm surprised to see you don't subscribe to the small value tilt. May I ask why?
BH contest results: 2019: #233 of 645 | 18: #150 of 493 | 17: #516 of 647 | 16: #121 of 610 | 15: #18 of 552 | 14: #225 of 503 | 13: #383 of 433 | 12: #366 of 410 | 11: #113 of 369 | 10: #53 of 282
NOgmacks
Posts: 157
Joined: Mon Dec 30, 2013 10:22 pm

Re: Post your Morningstar Box Style

Post by NOgmacks »

I have a simplified portfolio across 401Ks, IRAs and Taxable now

VTIAX - Total International Admiral
VBTLX - Total Bond Admiral
VINIX - Domestic Institutional
VTSAX - Total Stock Admiral

Here is my breakup.

Allocation:

Cash: 1%
Bonds: 14%
US Stocks: 46%
Foreign Stocks: 38%
Other: 1%

Stock Style
27-29-25
06-05-05
01-01-01

Interest Rate Sensitivity

000-100-000
000-000-000
000-000-000.

I have no idea what most of this information means except for AA breakup. Any help understanding the Stock Style part?

My guess is that I am heavily tilted towards Jumbo Cap and Large Cap size, no?

If so, maybe in future years, I would need to tilt it more towards Small/Med Cap Value. I don't know.
Post Reply