What ETF best approximates a Boglehead-type portfolio?
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- Pointedstick
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What ETF best approximates a Boglehead-type portfolio?
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?
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- MachineGhost
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Re: What ETF best approximates a Boglehead-type portfolio?
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).
You could use Yahoo charts and compare PERM to Vanguard mutual funds (up to 4 or 5, I think).
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Re: What ETF best approximates a Boglehead-type portfolio?
I think Vanguard Wellington mutual fund is 60/40 s/b, don't know if there is an ETF equivalent ...
Re: What ETF best approximates a Boglehead-type portfolio?
What about using target date retirement funds? Just pick whatever year would give you the 60/40 or whatever stock % you're looking for.
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- Pointedstick
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Re: What ETF best approximates a Boglehead-type portfolio?
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.
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Re: What ETF best approximates a Boglehead-type portfolio?
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.
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
Re: What ETF best approximates a Boglehead-type portfolio?
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
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
- Pointedstick
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Re: What ETF best approximates a Boglehead-type portfolio?
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...
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
- CEO Nwabudike Morgan
Re: What ETF best approximates a Boglehead-type portfolio?
Thanks!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