Page 1 of 1
What ETF best approximates a Boglehead-type portfolio?
Posted: Wed Mar 18, 2015 8:05 pm
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?
Re: What ETF best approximates a Boglehead-type portfolio?
Posted: Wed Mar 18, 2015 8:10 pm
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).
Re: What ETF best approximates a Boglehead-type portfolio?
Posted: Wed Mar 18, 2015 8:19 pm
by babysquirrel
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?
Posted: Wed Mar 18, 2015 8:28 pm
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.
Re: What ETF best approximates a Boglehead-type portfolio?
Posted: Wed Mar 18, 2015 8:33 pm
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.
Re: What ETF best approximates a Boglehead-type portfolio?
Posted: Wed Mar 18, 2015 8:53 pm
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.
Re: What ETF best approximates a Boglehead-type portfolio?
Posted: Wed Mar 18, 2015 9:11 pm
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
Re: What ETF best approximates a Boglehead-type portfolio?
Posted: Wed Mar 18, 2015 9:15 pm
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...
Re: What ETF best approximates a Boglehead-type portfolio?
Posted: Thu Mar 19, 2015 11:53 am
by Dieter