Are you using a USA domiciled broker with no access to Ireland domiciled ETFs?
An easy Boglehead-like way of doing this:
Ladder of brokered (USA FDIC insured) CDs a/o INDIVIDUAL USA treasuries as your bond holdings.
BRKB as your only equity holding.
If you decided to hold VT your TER (ER + TR) is about 0.75% at current dividend yield.
Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
1 post • Page 1 of 1
AA = 40/55/5. Expected CAGR = 3.8%. GSD (5y) = 6.2%. USD inflation (10 y) = 1.8%. AWR = 3.0%. TER = 0.4%. Port Yield = 2.0%. Term = 35 yr. FI Duration = 6.2 yr. Portfolio survival probability = 100%.