TrevH's 4 Fund Portfolio

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Razumihin
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TrevH's 4 Fund Portfolio

Post by Razumihin » Mon Oct 23, 2017 9:25 am

Could someone please list the four Vanguard funds that would replicate Trev H's 4 fund portfolio?

Jags4186
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Re: TrevH's 4 Fund Portfolio

Post by Jags4186 » Mon Oct 23, 2017 9:36 am

S&P 500 Index Fund — VFINX
US Small Cap Value Fund — VISVX
International Value — VTRIX
International Small Cap — VFSVX

Razumihin
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Re: TrevH's 4 Fund Portfolio

Post by Razumihin » Mon Oct 23, 2017 10:52 am

Thank you!

pkcrafter
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Re: TrevH's 4 Fund Portfolio

Post by pkcrafter » Mon Oct 23, 2017 1:04 pm

If you have not seen it, here's Trev's post.

viewtopic.php?t=38374


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Elemental
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Re: TrevH's 4 Fund Portfolio

Post by Elemental » Tue Oct 24, 2017 12:32 pm

Does 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 )

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CyberBob
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Re: TrevH's 4 Fund Portfolio

Post by CyberBob » Tue Oct 24, 2017 12:50 pm

Elemental wrote:
Tue Oct 24, 2017 12:32 pm
Does 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 )
https://www.portfoliovisualizer.com/bac ... =8&REIT1=6

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triceratop
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Re: TrevH's 4 Fund Portfolio

Post by triceratop » Tue Oct 24, 2017 1:28 pm

Jags4186 wrote:
Mon Oct 23, 2017 9:36 am
S&P 500 Index Fund — VFINX
US Small Cap Value Fund — VISVX
International Value — VTRIX
International Small Cap — VFSVX
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:
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.
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.
"To play the stock market is to play musical chairs under the chord progression of a bid-ask spread."

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