The Computer Investing Special Interest Group of the Metro DC Chapter of AAII hosted a program in McLean, Virginia on Saturday, August 28, 2010. Â It included a presentation on Using Index Funds and Index-based ETFs in a Core portfolio. Â Here are the materials from that presentation and some related materials on index investing.
- Handouts from the Presentation
- Using Index Funds and Index-based ETFs in a Core Portfolio
- SPIVA Mid-Year Report for 2010 comparing results for active and passive (index) funds
- Callan Periodic Table of Investment Returns for 2009 from Callan Associates website
- Article “Fine Tuning Your Asset Allocation” by Paul Merriman of Fund Advice
Additional resources on asset allocation and the use index funds and index-based ETFs.
- Spreadsheet
- Backtesting Portfolio Spreadsheet prepared by a member of the Vanguard Diehards Forum will back test various combinations of index funds from 1972-2009.  This is a great resource for asset allocation analysis.  Data for the class was developed using this spreadsheet.
- Websites
- Fact sheets for Vanguard ETFs
- FundAdvice.com – Fund Advice by Paul Merriam
- Weekly Podcast by Paul Merriman
- Bogle Financial Markets Research Center
- John Bogle’s Blog
- Seeking Alpha – ETF Section
- Vanguard Diehard’s
- Books
- Live It Up Without Outliving Your Money! Getting the Most From Your Investments in Retirement by Paul Merriman
- The Little Book of Common Sense Investing by John C. Bogle
- A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing, 2011 ed. by Burton G. Malkiel
- The Four Pillars of Investing: Lessons for Building a Winning Portfolio by William J. Bernstein
- The Investor’s Manifesto: Preparing for Prosperity, Armageddon, and Everything in Between by William J. Bernstein