Share your Hot-Rod Portfolio

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pkcrafter
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Share your Hot-Rod Portfolio

Post by pkcrafter » Fri Sep 12, 2014 8:57 pm

I'd like to see how creative Bogleheads are, so share your ideal S/D equity portfolio (Fantasy portfolio) . Max 8 funds. Also provide an appropriate creative zinger name like Dynamic Duo, Thrifty 3, Core 4, Fab 5, Sniveling Six, :happy, etc. ..... You need to provide % for equity assets, but no need to list bonds.

Here's mine -- The Fantasy Four

TSM 37.5%
Completion Index 12.5%
Total International 40%
REIT 10%
The ratio of TSM to Completion Index is fixed to provide an overall market cap of 20-22B.

Alas, I don't own it. :( Recommended for long term investors, not retirees.


Paul
When times are good, investors tend to forget about risk and focus on opportunity. When times are bad, investors tend to forget about opportunity and focus on risk.

bpp
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Re: Share your Hot-Rod Portfolio

Post by bpp » Fri Sep 12, 2014 9:32 pm

Groovy Global:

100% VT (Vanguard Total World Stock ETF)

livesoft
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Re: Share your Hot-Rod Portfolio

Post by livesoft » Fri Sep 12, 2014 9:35 pm

Real REIT, REIT now:

100% VNQ

… more to come ….
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cfs
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Re: Share your Hot-Rod Portfolio

Post by cfs » Fri Sep 12, 2014 9:50 pm

Here is my input

Okay, I will play.

The Imperfect SWAN Portfolio.

50% Target Retirement Income (on tax-advantage accounts)
50% Tax-Managed Balanced Admiral Shares (on taxable accounts)

Notes:
1. De-fine SWAN = Sleep Well At Night
2. The Imperfect SWAN Portfolio is recommended for retirees.

Thanks for reading.
~ Member of the Active Retired Force since 2014 ~

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LadyGeek
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Re: Share your Hot-Rod Portfolio

Post by LadyGeek » Fri Sep 12, 2014 9:53 pm

pkcrafter is referring to Slice and dice and Slice and dice international.

Pizza Margherita:

70% Total US
30% Total Int'l

Ingredients: Roasted red peppers, spinach, garlic, Vanguard Target Retirement, Total Market, Total international. No sauce.

Slice-n-Dice rule: No two people can ever agree on the toppings.

Update: This is my actual portfolio (total across all accounts). pkcrafter wants a fantasy portfolio - I'm living the dream.
Wiki To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

Day9
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Re: Share your Hot-Rod Portfolio

Post by Day9 » Fri Sep 12, 2014 9:59 pm

Why max 8 funds? Is this a hot rod contest or a Boy Scouts Pinewood Derby?
I'm just a fan of the person I got my user name from

heyyou
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Re: Share your Hot-Rod Portfolio

Post by heyyou » Sat Sep 13, 2014 11:07 am

Four to the Door, the door to retirement

LB, SV, ILV, ISB 4 x 25

Elapsed times matter, so start at age 22 to race to an early finish, or wait until 40 so you can work until 70, your choice.

Grt2bOutdoors
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Re: Share your Hot-Rod Portfolio

Post by Grt2bOutdoors » Sat Sep 13, 2014 11:25 am

The Flippin Five:

25% Total Stock Market Index
25% Total International Stock Index
15% FTSE All World Ex-US Small Cap
15% Small Cap Value Index
20% Intermediate-Term Treasury Fund
"One should invest based on their need, ability and willingness to take risk - Larry Swedroe" Asking Portfolio Questions

pkcrafter
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Re: Share your Hot-Rod Portfolio

Post by pkcrafter » Sat Sep 13, 2014 12:08 pm

Day9 wrote:Why max 8 funds? Is this a hot rod contest or a Boy Scouts Pinewood Derby?
Oh, OK, strap on the supercharger!
When times are good, investors tend to forget about risk and focus on opportunity. When times are bad, investors tend to forget about opportunity and focus on risk.

peppers
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Re: Share your Hot-Rod Portfolio

Post by peppers » Sat Sep 13, 2014 12:15 pm

The Capsaicin Fund

30% Matthews Emerging Asia Fund MEASX (Habanero)
30% BlackRock Latin America Fund MDLTX (Serrano)
30% Fidelity Emerging Asia Fund FEASX (Cayenne)
10% Fidelity Worldwide Fund FWWFX (Ancho)

Scoville Heat Index rising... :)
"..the cavalry ain't comin' kid, you're on your own..."

jeff1949
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Re: Share your Hot-Rod Portfolio

Post by jeff1949 » Sat Sep 13, 2014 2:14 pm

Five Equal Parts Portfolio

Vanguard Developed Mkt VTMGX 20%
Vanguard Emerging Mtk VEMAX 20%
Vanguard REIT Index VGSLX 20%
Vanguard Small Cap Value VSIAX 20%
Vanguard Total Stock VTSAX 20%

(This is my actual portfolio target, BTW)

pkcrafter
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Re: Share your Hot-Rod Portfolio

Post by pkcrafter » Sat Sep 13, 2014 2:16 pm

The Flippin Five:

25% Total Stock Market Index
25% Total International Stock Index
15% FTSE All World Ex-US Small Cap
15% Small Cap Value Index
20% Intermediate-Term Treasury Fund
In the land of S and D, I suspect this one is rather popular.

Paul
peppers wrote:The Capsaicin Fund

30% Matthews Emerging Asia Fund MEASX (Habanero)
30% BlackRock Latin America Fund MDLTX (Serrano)
30% Fidelity Emerging Asia Fund FEASX (Cayenne)
10% Fidelity Worldwide Fund FWWFX (Ancho)

Scoville Heat Index rising... :)
An appropriate entry from Peppers!

I like LadyGeek's analogy of the pizza. Everyone gets the crust (the pie) and topping are to personal taste. If this were a pizza, it would have habaneros with wasabi sause. Phew :beer

Just to stay on target, I am looking for S/D portfolios that could be effective and are a bit different.

Here's one more inspired by Taylor's 3 cheese fund portfolio.

The Less is More Portfolio.
Total World Stock 75%
Extended Mkt 25%



Paul
Last edited by pkcrafter on Sat Sep 13, 2014 2:43 pm, edited 1 time in total.
When times are good, investors tend to forget about risk and focus on opportunity. When times are bad, investors tend to forget about opportunity and focus on risk.

patrick
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Re: Share your Hot-Rod Portfolio

Post by patrick » Sat Sep 13, 2014 2:21 pm

The Fulminate Five, for those who really believe in the correlation benefits of different highly volatile assets:

20% VGSLX Vanguard REIT Index Fund (Admiral, of course!)
20% RZV Guggenheim S&P SmallCap 600 Pure Value
20% SFILX Schwab Fundamental International Small Company Index
20% DGS WisdomTrees Emerging Markets SmallCap Dividend Fund
20% FM iShares MSCI Frontier 100

Of course to truly round this out you'd need to add stuff like commodities and foreign high yield bonds to get the Explosive Eight, but that doesn't meet the all equity rule.

DaufuskieNate
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Re: Share your Hot-Rod Portfolio

Post by DaufuskieNate » Sat Sep 13, 2014 2:22 pm

For Star Wars fans...The Final Frontier:

100% FM - IShares MSCI Frontier 100

SnowSkier
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Re: Share your Hot-Rod Portfolio

Post by SnowSkier » Sat Sep 13, 2014 2:25 pm

Just making it up...

the Fundamental Five:

30% FNDB (Schwab Fundamental US Broad Market), for US Large Cap Value
25% PXSV (PowerShares Fundamental Pure Small Value), for US Small Cap Value
15% FNDF (Schwab Fundamental Intl Large Co), for Intl Large Value
15% FNDC (Schwab Fundamental Intl Small Co) (or PDN), for Intl Small Value
15% FNDE (Schwab Fundamental Emerging Mkts Large Co)(or PXH), for Emerging Mkts Value

Mixed in with one's target amount of Fixed Income.

I wonder what the portfolio factor loadings would be? (I know how to determine them on a fund by fund basis, but not on a portfolio basis...I still need to figure that out...suggestions welcome)

(edited to add the ETF names)
Last edited by SnowSkier on Sat Sep 13, 2014 3:14 pm, edited 1 time in total.

DaufuskieNate
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Re: Share your Hot-Rod Portfolio

Post by DaufuskieNate » Sat Sep 13, 2014 2:35 pm

It's A Small World After All:

50% DFSCX - DFA US MicroCap
40% DISVX - DFA Int'l SCV
10% DEMSX - DFA Emerging Markets SC

DaufuskieNate
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Re: Share your Hot-Rod Portfolio

Post by DaufuskieNate » Sat Sep 13, 2014 2:40 pm

Size Matters -

100% DFELX - DFA Enhanced Large Co. Portfolio

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CyberBob
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Re: Share your Hot-Rod Portfolio

Post by CyberBob » Sat Sep 13, 2014 3:00 pm

Fiery Four-Corners

20% Vanguard Large-Cap Growth Index ETF(VUG)
20% Vanguard Large-Cap Value Index ETF (VTV)
20% Vanguard Small-Cap Growth Index ETF(VBK)
20% Vanguard Small-Cap Value Index ETF(VBR)
20% Vanguard Emerging Markets Index ETF(VWO)

YDNAL
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Re: Share your Hot-Rod Portfolio

Post by YDNAL » Sat Sep 13, 2014 3:48 pm

pkcrafter wrote:I'd like to see how creative Bogleheads are, so share your ideal S/D equity portfolio (Fantasy portfolio).
Tres Amigos

34% S&P Global 1200
33% S&P Completion Index (VEXAX)
33% FTSE Global Small-Cap ex US Index (VFSVX)
Landy | Be yourself, everyone else is already taken -- Oscar Wilde

coacher
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Re: Share your Hot-Rod Portfolio

Post by coacher » Sat Sep 13, 2014 3:49 pm

Six Spicy Sectors Sans(Consumer) Staples

VGENX - 17%
VGHCX -17%
VGPMX - 15%
VGSLX -17%
FSPTX - 17%
FSDCX - -17%

berntson
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Re: Share your Hot-Rod Portfolio

Post by berntson » Sat Sep 13, 2014 3:54 pm

50% PowerShare Pure Small Value
35% PowerShares RAFI International (Large Value)
15% PowerShares RAFI Emerging (Large Value)

This is in fact not that far from my actual portfolio!

YDNAL
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Re: Share your Hot-Rod Portfolio

Post by YDNAL » Sat Sep 13, 2014 4:29 pm

berntson » Sat Sep 13, 2014 4:54 pm

50% PowerShare Pure Small Value
35% PowerShares RAFI International (Large Value)
15% PowerShares RAFI Emerging (Large Value)

This is in fact not that far from my actual portfolio!
So, Apple, Exxon Mobil, Microsoft, Google, J&J, GE, Berkshire are not part of your Hot-Rod portfolio?

Too much emphasis on bets = casino gambling. :)
Landy | Be yourself, everyone else is already taken -- Oscar Wilde

SnowSkier
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Re: Share your Hot-Rod Portfolio

Post by SnowSkier » Sat Sep 13, 2014 4:29 pm

berntson wrote:50% PowerShare Pure Small Value [PXSV]
35% PowerShares RAFI International (Large Value) [PXF]
15% PowerShares RAFI Emerging (Large Value) [PXH]

This is in fact not that far from my actual portfolio!
Berntson, no International Small Value? (e.g. PDN or FNDC or SFILX)
I ask because I have been investigating/thinking on PDN vs FNDC. Interested in your thoughts on excluding RAFI ISV.

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Dickerson
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Re: Share your Hot-Rod Portfolio

Post by Dickerson » Sat Sep 13, 2014 4:50 pm

Straight Eight:

Large Growth
Large Value
Small Growth
Small Value
Emerging Market
European
Pacific
REIT

12.5% each

Angst
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Re: Share your Hot-Rod Portfolio

Post by Angst » Sat Sep 13, 2014 4:58 pm

Ok pk,
forgive me, but here comes my Dizzy Dozen:

20% Total Stock
10% Extended Mrkt
5% VBR SC Value
5% PXSV SC Value
5% RZV SC Value

20% Total Int'l
10% SmCap Int'l
5% DSL Int'l SC Value
5% EWX EM SC
5% DGS EM SC Value

5% REIT US
5% REIT Int'l

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linenfort
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Re: Share your Hot-Rod Portfolio

Post by linenfort » Sat Sep 13, 2014 6:35 pm

PENTAGRAM FOR MONGO

40% small cap value
25% total stock
15% vanguard healtcare etf (VHT)
10% foreign, developed
10% REITs

and for the bond portion-
You need to provide % for equity assets, but no need to list bonds.
-oop, never mind.
bogleheads, don't knock state lotteries. They helped defund the mafia.

pkcrafter
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Re: Share your Hot-Rod Portfolio

Post by pkcrafter » Sat Sep 13, 2014 6:40 pm

Wow, very creative. I did notice that a lot of entires are non-index. :shock:
Dickerson's Straight Eight is a true Hod-Rod portfolio.

YDNAL, thanks for the S&P Global 1200, I've never heard of it before.
The S&P Global 1200 provides efficient exposure to the global equity market. Capturing approximately 70% of global market capitalization, it is constructed as a composite of 7 headline indices, many of which are accepted leaders in their regions. These include the S&P 500® (US), S&P Europe 350, S&P TOPIX 150 (Japan), S&P/TSX 60 (Canada), S&P/ASX All Australian 50, S&P Asia 50 and S&P Latin America 40.

Lots of horsepower out of 1200cc.

Paul
When times are good, investors tend to forget about risk and focus on opportunity. When times are bad, investors tend to forget about opportunity and focus on risk.

retiredjg
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Re: Share your Hot-Rod Portfolio

Post by retiredjg » Sat Sep 13, 2014 8:14 pm

Works For Me

40% Total Stock Index
30% Total International Index
10% Small Cap Value Index
10% Small Cap International Index
10% REIT Index

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VictoriaF
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Re: Share your Hot-Rod Portfolio

Post by VictoriaF » Sat Sep 13, 2014 8:18 pm

My ideal portfolio:
Roth IRA: TIPS ladder, 3% fixed rate
Taxable: I Bonds, $100k annual purchases, 2.5% fixed rate
Commas: more than 2

Victoria
WINNER of the 2015 Boglehead Contest. | Every joke has a bit of a joke. ... The rest is the truth. (Marat F)

HurdyGurdy
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Re: Share your Hot-Rod Portfolio

Post by HurdyGurdy » Sat Sep 13, 2014 8:25 pm

I would call this the Victory portfolio.
VictoriaF wrote: Roth IRA: TIPS ladder, 3% fixed rate
Taxable: I Bonds, $100k annual purchases, 2.5% fixed rate
Commas: more than 2
Victoria

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oldzey
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Re: Share your Hot-Rod Portfolio

Post by oldzey » Sat Sep 13, 2014 8:28 pm

The Widowmaker:

90% S&P 500 index fund
10% Short-term government bonds
"The broker said the stock was 'poised to move.' Silly me, I thought he meant up." ― Randy Thurman

berntson
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Re: Share your Hot-Rod Portfolio

Post by berntson » Sat Sep 13, 2014 8:50 pm

SnowSkier wrote:
berntson wrote:50% PowerShare Pure Small Value [PXSV]
35% PowerShares RAFI International (Large Value) [PXF]
15% PowerShares RAFI Emerging (Large Value) [PXH]

This is in fact not that far from my actual portfolio!
Berntson, no International Small Value? (e.g. PDN or FNDC or SFILX)
I ask because I have been investigating/thinking on PDN vs FNDC. Interested in your thoughts on excluding RAFI ISV.
I like the RAFI large funds better than the small because they have higher value loadings, and I'm more impressed by the historic value premium than the small premium. If you want, you can simulate the loadings of PDN using a combination of VSS and PXF. The combination has a lower expense ratio. I use VSS in my actual portfolio to target an international size loading of zero.
Last edited by berntson on Sat Sep 13, 2014 9:05 pm, edited 2 times in total.

berntson
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Re: Share your Hot-Rod Portfolio

Post by berntson » Sat Sep 13, 2014 8:53 pm

YDNAL wrote:
berntson » Sat Sep 13, 2014 4:54 pm

50% PowerShare Pure Small Value
35% PowerShares RAFI International (Large Value)
15% PowerShares RAFI Emerging (Large Value)

This is in fact not that far from my actual portfolio!
So, Apple, Exxon Mobil, Microsoft, Google, J&J, GE, Berkshire are not part of your Hot-Rod portfolio?

Too much emphasis on bets = casino gambling. :)
The proposed portfolio owns only 2,100 different companies. Everything has diminishing returns, including diversification. :beer

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stratton
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Re: Share your Hot-Rod Portfolio

Post by stratton » Sat Sep 13, 2014 10:57 pm

Here's a REAL hot rod in a June 13, 2014 article.

Formula One Said to Be Valued at $8 Billion
CVC also is contemplating an initial public offering of Formula One, said the people, though that is unlikely before the resolution of a trial involving Chief Executive Officer Bernie Ecclestone.
The trial is over, but I can't find other news on the F1 IPO.

Paul
...and then Buffy staked Edward. The end.

bpp
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Re: Share your Hot-Rod Portfolio

Post by bpp » Sun Sep 14, 2014 6:54 am

Let's Get Small:

50% VB (Vanguard Small-Cap ETF)
50% VSS (Vanguard FTSE All World ex-US Small-Cap ETF)

YDNAL
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Re: Share your Hot-Rod Portfolio

Post by YDNAL » Sun Sep 14, 2014 7:15 am

berntson wrote:
YDNAL wrote:Too much emphasis on bets = casino gambling. :)
The proposed portfolio owns only 2,100 different companies. Everything has diminishing returns, including diversification. :beer
"Too much emphasis" = 1/4 (28.2%) of FTSE Global All Cap Index :beer
Landy | Be yourself, everyone else is already taken -- Oscar Wilde

berntson
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Re: Share your Hot-Rod Portfolio

Post by berntson » Sun Sep 14, 2014 9:39 am

^ It's like the difference between holding an S&P 500 index fund and Vanguard total world. Holding the S&P 500 instead of 20 randomly selected companies is a big improvement. Diversification doing it's magic. Holding Vanguard Total Market instead of he S&P 500 is a fine thing to do, but the benefits of the added diversification are slim to none. It's aesthetically nicer to just own everything, but there aren't going to be any practical portfolio benefits.

(Put another way: Once you have a portfolio with a high Fama/French R2, more diversification doesn't matter. The S&P 500 and the total market fund have same market loading and the same R2 for instance. Adding those extra 3000 companies does basically nothing to reduce systematic risk. It does eliminate the S&P 500's large tilt. But that's systematic risk, not unsystematic risk. So not a diversification issue IMO.)

Mark Snark
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Re: Share your Hot-Rod Portfolio

Post by Mark Snark » Sun Sep 14, 2014 11:05 am

THE FATAL FIVE:

25% VGD Small-Cap Index
25% VGD FTSE All-World ex-US Small Cap Index
25% VGD Emerging Markets Stock Index
5% VGD REIT Index
10% VGD Global ex-US Real Estate Index

and

10% VGD Intermediate-term Corporate Bond Index

because I'm not completely crazy...

pkcrafter
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Re: Share your Hot-Rod Portfolio

Post by pkcrafter » Sun Sep 14, 2014 2:06 pm

The Less is More Portfolio.
Total World Stock 75%
Extended Mkt 25%

I'm changing the name to Little Deuce Coup. :happy

Changing this one to Four on the floor

TSM 37.5%
Completion Index 12.5%
Total International 40%
REIT 10%

Paul
Last edited by pkcrafter on Sun Sep 14, 2014 3:01 pm, edited 1 time in total.
When times are good, investors tend to forget about risk and focus on opportunity. When times are bad, investors tend to forget about opportunity and focus on risk.

goalie
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Re: Share your Hot-Rod Portfolio

Post by goalie » Sun Sep 14, 2014 2:37 pm

I call this my "Not Lazy Portfolio"
I'm glad you lifted the 8 fund limit, Chip.

8% large cap index
8% mid cap index
12% small cap index
8% REIT index

8% developed int'l index
12% emerging index
8% small cap int'l index
8% REIT int'l index

18% Total bond index
5% I-Bonds
5% Hi Yield

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fourwedge
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Re: Share your Hot-Rod Portfolio

Post by fourwedge » Mon Sep 15, 2014 5:02 am

"The Slippery Seven"

DFA Emerging Markets Core Equity I DFCEX 5%
Vanguard Total Intl Stock Index Admiral VTIAX 20%
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX 5%
DFA International Small Cap Value I DISVX 5%
Vanguard Total Stock Mkt Idx Adm VTSAX 35%
Vanguard REIT Index Adm VGSLX 10%
Vanguard Small Cap Value Index Admiral VSIAX 20%



This is very close to my actual equity portfolio.
Max out your tax sheltered retirement accounts with inexpensive, well diversified, index funds and you will beat 90% of all investors.

daffyd
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Location: Australia

Re: Share your Hot-Rod Portfolio

Post by daffyd » Mon Sep 15, 2014 5:47 am

The Aussie with extra sauce

50% DFA Australian Core Equity Trust
50% DFA Global Core Equity Trust AUD Unhedged Class

jaab
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Re: Share your Hot-Rod Portfolio

Post by jaab » Mon Sep 15, 2014 5:55 am

The Concentrated Country Craze:

labour income: 100% U.S.
stocks: 100% U.S. (TSM)
bonds: 100% U.S. (TBM)
SS: 100% U.S. (Gov)
pensions/annuities: 100% U.S.
real estate: 100% U.S. (TIAA-CREF/REITS/one's home)

"It’s a bold strategy, Cotton. Let’s see if it pays off for him." :D

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Bounca
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Re: Share your Hot-Rod Portfolio

Post by Bounca » Mon Sep 15, 2014 6:28 am

The proverbial bactesting computer just crashed.

YDNAL
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Re: Share your Hot-Rod Portfolio

Post by YDNAL » Mon Sep 15, 2014 6:38 am

berntson wrote:
YDNAL wrote:
berntson wrote:
YDNAL wrote:Too much emphasis on bets = casino gambling. :)
The proposed portfolio owns only 2,100 different companies. Everything has diminishing returns, including diversification. :beer
"Too much emphasis" = 1/4 (28.2%) of FTSE Global All Cap Index :beer
^ It's like the difference between holding an S&P 500 index fund and Vanguard total world...
Thus, "too much emphasis" = "casino gambling" ---- and we went 360°. :)
Landy | Be yourself, everyone else is already taken -- Oscar Wilde

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parsi1
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Re: Share your Hot-Rod Portfolio

Post by parsi1 » Mon Sep 15, 2014 8:20 am

ELBoringO or SuperLazy:

10% Reit
90% Target2020

SuperSaver
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Re: Share your Hot-Rod Portfolio

Post by SuperSaver » Mon Sep 15, 2014 9:19 am

Rock-Solid Blue Chips

50% Sears
50% Radio Shack

countmein
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Re: Share your Hot-Rod Portfolio

Post by countmein » Mon Sep 15, 2014 3:40 pm

The QVC - Quality-Value Conquistador

50% Quality: VIG (Vanguard Div Appreciation)
50% Value: PDN (RAFI Int'l mid-cap)

countmein
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Re: Share your Hot-Rod Portfolio

Post by countmein » Mon Sep 15, 2014 5:12 pm

and the Quality-Value Permanent Portfolio..

25% VIG
25% PDN
25% VG Market Neutral
25% 5 Yr Treasury

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mbk734
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Re: Share your Hot-Rod Portfolio

Post by mbk734 » Mon Sep 15, 2014 8:43 pm

Four Quarters of the world
25% VTI (TSM)
25% VXUS (TISM)
25% VBR (SCV)
25% VSS (Int. SC)
You can't stop the waves, but you can learn to surf

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