Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
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https://www.portfoliovisualizer.com/bac ... =8&REIT1=6Elemental wrote: ↑Tue Oct 24, 2017 12:32 pmDoes anyone have data on returns for this 4 Fund Portfolio? The MarketWatch site that tracks the "lazy portfolios" shows the lazy "Ultimate Buy and Hold" portfolio hasn't been doing very well over the last 3, 5, and 10 years ( http://www.marketwatch.com/lazyportfolio )
Trev's 4-fund portfolio is based on asset classes, not funds. In fact his first post even notes the weaknesses in implementing such a portfolio at Vanguard:
You can implement International Value at lower cost using iShares Edge MSCI Intl Value Factor ETF (IVLU) and Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) [Alternatively, the WisdomTree ETF DGS], provided you have commission-free access. Additionally, these are index funds rather than an active fund so you can evaluate them better on the basis of tracking their respective indices, evaluate their value exposure, and don't have to worry about the effects of security selection on returns.Trev H wrote:Vanguard - does not offer a ISV fund, and their only ILV offering is the low cost managed fund International Value. Not ideal, but best you can do there. We do have the ISB option now with FTSE X-US Intl Small Cap.
"To play the stock market is to play musical chairs under the chord progression of a bid-ask spread."