{"id":45,"date":"2010-08-27T13:00:22","date_gmt":"2010-08-27T18:00:22","guid":{"rendered":"https:\/\/stockherd.com\/blog\/?p=45"},"modified":"2011-01-17T21:58:32","modified_gmt":"2011-01-18T02:58:32","slug":"using-etfs","status":"publish","type":"post","link":"https:\/\/stockherd.com\/blog\/?p=45","title":{"rendered":"Building a Core Portfolio with ETFs"},"content":{"rendered":"<div>The Computer Investing Special Interest Group of the Metro DC Chapter of AAII hosted a program in McLean, Virginia on Saturday, August 28, 2010. \u00c2\u00a0It included a presentation on Using Index Funds and Index-based ETFs in a Core portfolio. \u00c2\u00a0Here are the materials from that presentation and some related materials on index investing.<!--more--><\/div>\n<ul>\n<li>Handouts from the Presentation\n<ul>\n<li><a href=\"https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2010\/08\/Using-ETFs-and-index-Funds-28-Aug-2010-v5-FINAL.pptx.pdf\">Using Index Funds and Index-based ETFs in a Core Portfolio<\/a><\/li>\n<li><a href=\"https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2010\/08\/SPIVA_US_MidYear_2010_formatted1.pdf\">SPIVA Mid-Year Report for 2010<\/a> comparing results for active and passive (index) funds<\/li>\n<li><a href=\"https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2010\/08\/Callan-Periodic-Table-of-Investment-Returns-2009.pdf\">Callan Periodic Table of Investment Returns for 2009<\/a> from Callan Associates <a href=\"http:\/\/www.callan.com\/research\/periodic\/\">website<\/a><\/li>\n<li>Article &#8220;<a href=\"http:\/\/www.fundadvice.com\/articles\/buy-hold\/fine-tuning-your-asset-allocation.html\">Fine Tuning Your Asset Allocation<\/a>&#8221; by Paul Merriman of Fund Advice<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Additional resources on asset allocation and the use index funds and index-based ETFs.<\/p>\n<ul>\n<li>Spreadsheet\n<ul>\n<li><a href=\"https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2010\/08\/Backtest-Portfolio-returns-rev9b.xls\">Backtesting Portfolio Spreadsheet<\/a> prepared by a member of the Vanguard\u00c2\u00a0<a href=\"http:\/\/www.bogleheads.org\/forum\/viewtopic.php?t=2520\">Diehards Forum<\/a> will back test various combinations of index funds from 1972-2009. \u00c2\u00a0This is a great resource for asset allocation analysis. \u00c2\u00a0Data for the class was developed using this spreadsheet.<\/li>\n<\/ul>\n<\/li>\n<li>Websites\n<ul>\n<li><a href=\"https:\/\/personal.vanguard.com\/us\/content\/Funds\/FundsVIPERFactSheetsContent.jsp\">Fact sheets for Vanguard ETFs<\/a><\/li>\n<li><a href=\"http:\/\/fundadvice.com\/\">FundAdvice.com<\/a> &#8211; Fund Advice by Paul Merriam<\/li>\n<li><a href=\"http:\/\/www.fundadvice.com\/soundinvesting.rss?option=com_podcast&amp;feed=RSS2.0&amp;no_html=1\">Weekly Podcast<\/a> by Paul Merriman<\/li>\n<li><a href=\"http:\/\/www.vanguard.com\/bogle_site\/bogle_home.html\">Bogle Financial Markets Research Center<\/a><\/li>\n<li><a href=\"http:\/\/www.johncbogle.com\/wordpress\/\">John Bogle&#8217;s Blog<\/a><\/li>\n<li><a href=\"http:\/\/seekingalpha.com\/sector\/etf-content\">Seeking Alpha<\/a> &#8211; ETF Section<\/li>\n<li><a href=\"http:\/\/www.diehards.org\/\">Vanguard Diehard&#8217;s<\/a><\/li>\n<\/ul>\n<\/li>\n<li>Books\n<ul>\n<li><a href=\"http:\/\/www.amazon.com\/Live-Without-Outliving-Your-Money\/dp\/0470226501\/ref=pd_bbs_6?ie=UTF8&amp;s=books&amp;qid=1216227188&amp;sr=8-6\">Live It Up Without Outliving Your Money! Getting the Most From Your Investments in Retirement<\/a> by Paul Merriman<\/li>\n<\/ul>\n<ul>\n<li><a href=\"http:\/\/www.amazon.com\/Little-Book-Common-Sense-Investing\/dp\/0470102101\/ref=sr_1_1?ie=UTF8&amp;qid=1294114692&amp;sr=8-1\">The Little Book of Common Sense Investing<\/a> by John C. Bogle<\/li>\n<li><a href=\"http:\/\/www.amazon.com\/Random-Walk-Down-Wall-Street\/dp\/0393081435\/ref=sr_1_4?s=books&amp;ie=UTF8&amp;qid=1294114722&amp;sr=1-4\">A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing<\/a>, 2011 ed. by Burton G. Malkiel<\/li>\n<\/ul>\n<ul>\n<li><a href=\"http:\/\/www.amazon.com\/Four-Pillars-Investing-Building-Portfolio\/dp\/0071747052\/ref=sr_1_1?s=books&amp;ie=UTF8&amp;qid=1294114809&amp;sr=1-1\">The Four Pillars of Investing: Lessons for Building a Winning Portfolio<\/a> by William J. Bernstein<\/li>\n<li><a href=\"http:\/\/www.amazon.com\/Investors-Manifesto-Prosperity-Armageddon-Everything\/dp\/0470505141\/ref=sr_1_1?s=books&amp;ie=UTF8&amp;qid=1294114835&amp;sr=1-1\">The Investor&#8217;s Manifesto: Preparing for Prosperity, Armageddon, and Everything in Between<\/a> by William J. Bernstein<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Computer Investing Special Interest Group of the Metro DC Chapter of AAII hosted a program in McLean, Virginia on Saturday, August 28, 2010. \u00c2\u00a0It included a presentation on Using Index Funds and Index-based ETFs in a Core portfolio. \u00c2\u00a0Here are the materials from that presentation and some related materials on index investing.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4],"tags":[],"class_list":["post-45","post","type-post","status-publish","format-standard","hentry","category-etfs"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/45","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"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=45"}],"version-history":[{"count":29,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/45\/revisions"}],"predecessor-version":[{"id":470,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/45\/revisions\/470"}],"wp:attachment":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=45"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=45"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=45"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}