{"id":570,"date":"2011-02-06T16:16:35","date_gmt":"2011-02-06T21:16:35","guid":{"rendered":"https:\/\/stockherd.com\/blog\/?page_id=570"},"modified":"2013-07-21T20:01:35","modified_gmt":"2013-07-22T01:01:35","slug":"all-vanguard-mutual-funds","status":"publish","type":"page","link":"https:\/\/stockherd.com\/blog\/?page_id=570","title":{"rendered":"Vanguard Mutual Funds"},"content":{"rendered":"<p><iframe loading=\"lazy\" src=\"https:\/\/spreadsheets.google.com\/pub?key=0Ault2FD3uBwydDdVeUlzQlFjSmtlT3dhbENjaWhIbHc&amp;hl=en&amp;output=html&amp;widget=true\" height=\"640\" width=\"1060\" frameborder=\"0\"><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<div class='one_third'>\n\t\t\t\t\t<div class='et-box et-shadow'>\n\t\t\t\t\t<div class='et-box-content'><p>This portfolio started with $10,000 on December 31, 2010. It provides asset class diversification using 11 Vanguard mutual funds. The portfolio includes US and foreign equities; large, medium, and small capitalization stocks; and U.S. REIT. The portfolio has a value bias.<\/p>\n<p>The only limitation in using this portfolio is Vanguard $3,000 minimum per fund.<\/p>\n<p><a href=\"https:\/\/spreadsheets.google.com\/pub?key=0Ault2FD3uBwydDdVeUlzQlFjSmtlT3dhbENjaWhIbHc&amp;hl=en&amp;output=html\">Link to spreadsheet<\/a> at Google Docs.<\/p><\/div><\/div>\n\t\t\t\t<\/div>\n<div class='two_third et_column_last'>\n\t\t\t\t\t<div class='et-box et-shadow'>\n\t\t\t\t\t<div class='et-box-content'><p><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-579\" title=\"U.S. Equity Component\" alt=\"\" src=\"https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2011\/02\/VG-US-Component.png\" width=\"149\" height=\"139\" \/>U.S. Equity Component. Here is how the asset allocation breaks down by size and style (growth, neutral, and value) for the US equity component. The market capitalization is: large cap 33%, mid-cap 33%, and small cap 33%. The style weightings: value 41%, neutral or blend 36%, and growth 22%. Thus, the U.S. equity component leans toward value with weighting equally distributed between market caps.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-577\" title=\"International Component\" alt=\"\" src=\"https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2011\/02\/VG-Intl-Component.png\" width=\"148\" height=\"143\" \/>International Component. The international stocks have a larg-cap, value bias. They include: large cap 72%, mid-cap 19%, and small cap 7%. The styles are: value 41%, neutral or blend 29%, and growth 28%.<\/p>\n<p>Using Vanguard data, the geographic coverage of the international component is Europe 51.1%, Asia, 25.9%, Emerging Markets 34.1%, and North America 6.2%. Morningstar X-ray shows the geographic coverage as: U.S. &amp; Canada 4.16%, Europe 42.23%, Japan 13.24%, Latin America 7.07%, and Asia &amp; Australia 26.32%.<\/p>\n<p>Note: Morningstar X-ray data is from February 2011.<\/p><\/div><\/div>\n\t\t\t\t<\/div><div class='clear'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"no_sidebars.php","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-570","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/pages\/570","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=570"}],"version-history":[{"count":26,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/pages\/570\/revisions"}],"predecessor-version":[{"id":695,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/pages\/570\/revisions\/695"}],"wp:attachment":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=570"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}