Post your Morningstar Box Style
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- Posts: 471
- Joined: Fri Dec 13, 2013 7:23 am
Post your Morningstar Box Style
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.
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.
- whaleknives
- Posts: 1238
- Joined: Sun Jun 24, 2012 7:19 pm
Re: Post your Morningstar Box Style
"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."
Re: Post your Morningstar Box Style
Where do I find these views?
I have my portfolio listed on Morningstar but I don't see this anywhere
I have my portfolio listed on Morningstar but I don't see this anywhere
- ruralavalon
- Posts: 26351
- Joined: Sat Feb 02, 2008 9:29 am
- Location: Illinois
Re: Post your Morningstar Box Style
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
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: Bogleheads® investment philosophy
Re: Post your Morningstar Box Style
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
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
Re: Post your Morningstar Box Style
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
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.
- whaleknives
- Posts: 1238
- Joined: Sun Jun 24, 2012 7:19 pm
Re: Post your Morningstar Box Style
fmzip - try Morningstar Tools>Instant X-Ray:
http://portfolio.morningstar.com/RtPort ... =0.7055475
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."
Re: Post your Morningstar Box Style
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)
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)
-
- Posts: 330
- Joined: Wed May 21, 2014 2:06 pm
Re: Post your Morningstar Box Style
14-11-08
11-09-06
23-13-05
US Stocks- 37%
Intl stock-25%
Bonds-33%
Cash/other-5%
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
Re: Post your Morningstar Box Style
12 15 14
12 13 9
11 9 5
12 13 9
11 9 5
Re: Post your Morningstar Box Style
Current box
Numbers haven't changed much. Illustrates that we are staying the course.
Dug this post up from a similar thread in October 2010.camper wrote:12 15 14
12 13 9
11 9 5
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%
Re: Post your Morningstar Box Style
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.
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.
Re: Post your Morningstar Box Style
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%.
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.
Re: Post your Morningstar Box Style
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%
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.
Re: Post your Morningstar Box Style
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.
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.
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- Posts: 138
- Joined: Mon Mar 04, 2013 10:42 am
Re: Post your Morningstar Box Style
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
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.
Re: Post your Morningstar Box Style
18 18 17
8 8 7
10 9 5
75 equities/25 fixed income
42US/33Int'l
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.
- LAlearning
- Posts: 1365
- Joined: Wed May 09, 2012 12:26 pm
- Location: Los Angeles
Re: Post your Morningstar Box Style
22-23-23
07-08-07
04-04-03
75:25 with 30% Intl.
ER 0.15%
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!
Re: Post your Morningstar Box Style
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%
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 Contests: 23 #89 of 607 | 22 #512 of 674 | 21 #66 of 636 |20 #253/664 |19 #233/645 |18 #150/493 |17 #516/647 |16 #121/610 |15 #18/552 |14 #225/503 |13 #383/433 |12 #366/410 |11 #113/369 |10 #53/282
Re: Post your Morningstar Box Style
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
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.
Re: Post your Morningstar Box Style
Not that it's a competition....... , but how'd you get more in the little box on the bottom left than me? RZV?RunningRad wrote:14-11-08
11-09-06
23-13-05
US Stocks- 37%
Intl stock-25%
Bonds-33%
Cash/other-5%
There are no guarantees, only probabilities.
Re: Post your Morningstar Box Style
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 )grap0013 wrote:Not that it's a competition....... , but how'd you get more in the little box on the bottom left than me? RZV?RunningRad wrote:14-11-08
11-09-06
23-13-05
US Stocks- 37%
Intl stock-25%
Bonds-33%
Cash/other-5%
7 5 3
9 9 10
25 23 10
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- Posts: 5
- Joined: Wed May 30, 2012 4:25 pm
Re: Post your Morningstar Box Style
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%.
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%.
- nisiprius
- Advisory Board
- Posts: 52211
- 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
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...
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.
Re: Post your Morningstar Box Style
Nispirus - I'm surprised to see you don't subscribe to the small value tilt. May I ask why?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...
BH Contests: 23 #89 of 607 | 22 #512 of 674 | 21 #66 of 636 |20 #253/664 |19 #233/645 |18 #150/493 |17 #516/647 |16 #121/610 |15 #18/552 |14 #225/503 |13 #383/433 |12 #366/410 |11 #113/369 |10 #53/282
Re: Post your Morningstar Box Style
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.
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.