Posted in ETF and Index Investing on Apr 28th, 2007 1 Comment »
My spouse and I decided to convert one of our IRAs to a portfolio of index-based exchange traded funds (ETFs). We looked primarily at Vanguard and iShares index-based ETFs. We put together a list of candidate ETFs by asset class.
Both family of funds have relatively low expense ratios, with Vanguard being the lowest. [...]
Posted in ETF and Index Investing on Mar 13th, 2007 No Comments »
Here is a portfolio made up of exchange traded funds. This portfolio has no bond or fixed income component. It provides both relatively high return and moderate volatility making it appropriate for the long term.
The portfolio currently has an asset allocation of: 45% domestic stocks, 35% international stocks, and 20% REITs. The portfolio was [...]
Posted in ETF and Index Investing on Mar 13th, 2007 No Comments »
In a recent letter to the editor of the Wall Street Journal, John Bogle cautions that of the 690 exchange traded funds (ETFs) in existence today, only 12 represent broad market segments, such as the S&P 500, the Dow Jones Wilshire Total (U.S.) Stock Market Index, and the Morgan Stanley EAFE (Europe, Australia and Far [...]
Posted in ETF and Index Investing on Feb 19th, 2007 No Comments »
While selecting stocks and building a solid portfolio can be rewarding, not everyone has the time or interest to do so. Also, core portfolio assets (e.g., the money you need to retire) deserve special protection. Index funds and exchange traded funds (ETFs) make it possible to build a diversified, tax efficient portfolio that [...]
Posted in ETF and Index Investing on Feb 19th, 2007 No Comments »
Each quarter, Standard & Poors published a report that compares the performance of professionally mutual funds with the performance performance of the S&P broad market indices. The report is called the S&P Indices Versus Active Funds (SPIVA) Scorecard. The S&P analysis shows that the most mutual funds fail to outperform the market indices. As the [...]