ETFs and Index Funds Articles

Building an Asset Allocation Portfolio

We decided to convert one of our individual 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...

Building an ETF Portfolio

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...

Parking Your Safe Money

This is a response to a question by one of my young adult children. She was looking for a place to put some safe money (i.e., funds that she might need in the next 1-3 years) and wanted to obtain a better rate of interest than that offered by her bank. Vanguard Money...

An ETF Portfolio

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%...

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