What ETF best approximates a Boglehead-type portfolio?

General Discussion on the Permanent Portfolio Strategy

Moderator: Global Moderator

Post Reply
User avatar
Pointedstick
Executive Member
Executive Member
Posts: 8866
Joined: Tue Apr 17, 2012 9:21 pm
Contact:

What ETF best approximates a Boglehead-type portfolio?

Post by Pointedstick »

I like using http://www.etfreplay.com/combine.aspx to look at PP performance and test other combinations, but one thing that vexes me is that the performance of the asset allocation you choose can only be compared to a single ETF, and I'd like to be able to easily compare to a Boglehead 60/40 50/50 whatever/100-whatever type portfolio. Anybody know a good ETF hat could approximate this?
Human behavior is economic behavior. The particulars may vary, but competition for limited resources remains a constant.
- CEO Nwabudike Morgan
User avatar
MachineGhost
Executive Member
Executive Member
Posts: 10054
Joined: Sat Nov 12, 2011 9:31 am

Re: What ETF best approximates a Boglehead-type portfolio?

Post by MachineGhost »

You cant put in the Vanguard mutual fund ticker symbols?

You could use Yahoo charts and compare PERM to Vanguard mutual funds (up to 4 or 5, I think).
"All generous minds have a horror of what are commonly called 'Facts'. They are the brute beasts of the intellectual domain." -- Thomas Hobbes

Disclaimer: I am not a broker, dealer, investment advisor, physician, theologian or prophet.  I should not be considered as legally permitted to render such advice!
babysquirrel
Junior Member
Junior Member
Posts: 19
Joined: Sun May 05, 2013 5:58 pm

Re: What ETF best approximates a Boglehead-type portfolio?

Post by babysquirrel »

I think Vanguard Wellington mutual fund is 60/40 s/b, don't know if there is an ETF equivalent ...
User avatar
sophie
Executive Member
Executive Member
Posts: 1963
Joined: Mon Apr 23, 2012 7:15 pm

Re: What ETF best approximates a Boglehead-type portfolio?

Post by sophie »

What about using target date retirement funds?  Just pick whatever year would give you the 60/40 or whatever stock % you're looking for.
"Democracy is two wolves and a lamb voting on what to have for lunch." -- Benjamin Franklin
User avatar
Pointedstick
Executive Member
Executive Member
Posts: 8866
Joined: Tue Apr 17, 2012 9:21 pm
Contact:

Re: What ETF best approximates a Boglehead-type portfolio?

Post by Pointedstick »

Those are mostly all mutual funds. It only accept ETFs. And PERM sucks. No way I'd use that as my PP comparison.
Human behavior is economic behavior. The particulars may vary, but competition for limited resources remains a constant.
- CEO Nwabudike Morgan
User avatar
sophie
Executive Member
Executive Member
Posts: 1963
Joined: Mon Apr 23, 2012 7:15 pm

Re: What ETF best approximates a Boglehead-type portfolio?

Post by sophie »

Hmmm, I've wanted the same thing...

Try searching for "multi-asset etfs".  I found these:

AOM for 50/50 allocation
AOA for 80/20

etc.
"Democracy is two wolves and a lamb voting on what to have for lunch." -- Benjamin Franklin
User avatar
ozzy
Executive Member
Executive Member
Posts: 180
Joined: Sat Dec 17, 2011 9:34 pm
Location: Tampa, Florida
Contact:

Re: What ETF best approximates a Boglehead-type portfolio?

Post by ozzy »

PS,

For free backtesting of various ETFs and/or mutual funds combination these 2 tools are the best: 

http://ezbacktest.blogspot.com

https://www.portfoliovisualizer.com/backtest-portfolio
User avatar
Pointedstick
Executive Member
Executive Member
Posts: 8866
Joined: Tue Apr 17, 2012 9:21 pm
Contact:

Re: What ETF best approximates a Boglehead-type portfolio?

Post by Pointedstick »

AOM looks like a winner! Thanks Sophie.

http://gyroscopicinvesting.com/forum/pe ... portfolio/

Also, wow, Ozzie! Those are some excellent tools! Gotta add those to my financial toolbelt...
Human behavior is economic behavior. The particulars may vary, but competition for limited resources remains a constant.
- CEO Nwabudike Morgan
User avatar
Dieter
Executive Member
Executive Member
Posts: 656
Joined: Sat Sep 01, 2012 10:51 am

Re: What ETF best approximates a Boglehead-type portfolio?

Post by Dieter »

ozzy wrote: PS,

For free backtesting of various ETFs and/or mutual funds combination these 2 tools are the best: 

http://ezbacktest.blogspot.com

https://www.portfoliovisualizer.com/backtest-portfolio
Thanks!
Post Reply