Paul Merriman We are pleased to announce our February 2020 Bogleheads on Investing guest: Paul Merriman. Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset a…| Financial Page
In the past decade, a specialized type of fund gained increased popularity, funds implementing leverage over a given index. A previous article explored funds leveraging the S&P 500 index. This …| Financial Page
The following guest post is courtesy of South Florida Local Chapter member Lazy Nihilist. Stirling Road Branch Library We had our semi-annual South Florida Bogleheads meetup last Sunday 26th Jan. a…| Financial Page
Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year. The reports provide information that can highlight some of the underlying condit…| Financial Page
The following tables provide tracking error data for Vanguard treasury bond index funds. Tracking error is the ultimate measure of judging an index fund manager’s performance. Vanguard offers four …| Financial Page
The following table lists 2019 total returns for various examples of “lazy portfolios”. Some of the portfolios (Coffeehouse and Coward’s) are designed as 60/40 stock/bond portfoli…| Financial Page
William Bernstein, investment manager and author, first introduced a version of his “Coward’s portfolio” in 1996. The “coward” refers not to the investor’s risk …| Financial Page
Frank Armstrong III, investment advisor and author, offers the following seven fund “Ideal Indexed” portfolio in his book, The Informed Investor: A Hype-Free Guide to Constructing a Sound Financial…| Financial Page
David Swensen, investment manager of the Yale University Endowment Fund, has addressed how investors should set up and manage their investments in his book, Unconventional Success: A Fundamental Ap…| Financial Page
The Coffeehouse portfolio is an indexed seven-fund portfolio popularized by financial planner and author Bill Schultheis. The portfolio holds the following asset classes: US large cap stocks US lar…| Financial Page
