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8 Sample (and Simple) Portfolios January 14, 2010

Filed under: Invest — ilcourtilcourt @ 12:41
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Another important post from The Oblivious Investor

If you could only own one fund, what would you own?

via 8 Sample (and Simple) Portfolios.

  • 100% Vanguard Target Retirement Fund of your choice.

Two-Fund Portfolio

  • 70% Vanguard Total World Stock Index (VTWSX, VT)
  • 30% Vanguard Total Bond Market Index (VBMFX, BND)

Three-Fund Portfolio

  • 35% Vanguard Total Stock Market Index (VTSMX, VTI)
  • 35% Vanguard FTSE All-World Ex-US Index (VFWIX, VEU)
  • 30% Vanguard Total Bond Market Index (VBMFX, BND)

Four-Fund Portfolio

  • 23% Vanguard 500 Index (VFINX, IVV)
  • 12% Vanguard Small-Cap Value Index (VISVX, VBR)
  • 35% Vanguard FTSE All-World Ex-US Index (VFWIX, VEU)
  • 30% Vanguard Total Bond Market Index (VBMFX, BND)

Five-Fund Portfolio

  • 20% Vanguard 500 Index (VFINX, IVV)
  • 10% Vanguard Small-Cap Value Index (VISVX, VBR)
  • 10% Vanguard REIT Index (VGSIX, VNQ)
  • 30% Vanguard FTSE All-World Ex-US Index (VFWIX, VEU)
  • 30% Vanguard Total Bond Market Index (VBMFX, BND)

Six-Fund Portfolio

  • 20% Vanguard 500 Index (VFINX, IVV)
  • 10% Vanguard Small-Cap Value Index (VISVX, VBR)
  • 10% Vanguard REIT Index (VGSIX, VNQ)
  • 20% Vanguard FTSE All-World Ex-US Index (VFWIX, VEU)
  • 10% Vanguard FTSE All-World Ex-US Small-Cap Index (VFSVX, VSS)
  • 30% Vanguard Total Bond Market Index (VBMFX, BND)

Seven-Fund Portfolio

  • 10% Vanguard 500 Index (VFINX, IVV)
  • 10% Vanguard Small-Cap Index (NAESX, VB)
  • 10% Vanguard Value Index (VIVAX, VTV)
  • 10% Vanguard REIT Index (VGSIX, VNQ)
  • 20% Vanguard FTSE All-World Ex-US Index (VFWIX, VEU)
  • 10% Vanguard FTSE All-World Ex-US Small-Cap Index (VFSVX, VSS)
  • 30% Vanguard Total Bond Market Index (VBMFX, BND)

Eight-Fund Portfolio

  • 10% Vanguard 500 Index (VFINX, IVV)
  • 10% Vanguard Small-Cap Index (NAESX, VB)
  • 10% Vanguard Value Index (VIVAX, VTV)
  • 10% Vanguard REIT Index (VGSIX, VNQ)
  • 10% Vanguard FTSE All-World Ex-US Index (VFWIX, VEU)
  • 10% Vanguard FTSE All-World Ex-US Small-Cap Index (VFSVX, VSS)
  • 10% Vanguard International Value (VTRIX, n/a)
  • 30% Vanguard Total Bond Market Index (VBMFX, BND)
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The Best (Lowest-Cost) ETFs to Buy & Hold

Filed under: Invest — ilcourtilcourt @ 12:30
Tags: , ,

Domestic Stock ETFs

Asset Class Name Ticker ER
Total Stock Market Vanguard Total Stock Market ETF VTI 0.09%
Large-Cap Blend iShares S&P 500 Index ETF IVV 0.09%
Large-Cap Value Vanguard Value ETF VTV 0.15%
Large-Cap Growth Vanguard Growth ETF VUG 0.15%
Small-Cap Blend Vanguard Small-Cap ETF VB 0.15%
Small-Cap Value Vanguard Small-Cap Value ETF VBR 0.15%
Small-Cap Growth Vanguard Small-Cap Growth ETF VBK 0.15%

International Stock ETFs

Asset Class Name Ticker ER
Developed Markets:
Large-Cap Blend Vanguard Europe Pacific ETF VEA 0.16%
Large-Cap Value iShares MSCI EAFE Value Index EFV 0.40%
Mid-Cap Value WisdomTree Interntnl SmallCap Div DLS 0.58%
Emerging Markets:
Large-Cap Blend Vanguard Emrg Mkts ETF VWO 0.27%
Emrg & Devlpd Markets:
Large-Cap Blend Vngrd FTSE All-World Ex-U.S. ETF VEU 0.25%
Mid-Cap Blend Vngrd FTSE AW ex-US Sm-Cap ETF VSS 0.38%

Bond ETFs

Asset Class Name Ticker ER
Short-Term Bond Vanguard Short-Term Bond ETF BSV 0.14%
Interm-Term Bond Vanguard Total Bond Market ETF BND 0.14%
Interm-Term Gov’t SPDR Barclays Cptl Interm Term Trs ITE 0.14%
Long-Term Gov’t SPDR Barclays Cptl Long Term Trs TLO 0.14%
Long-Term Bond Vanguard Long-Term Bond ETF BLV 0.14%
TIPS iShares Barclays TIPS Bond TIP 0.20%

Alternative Asset Class ETFs

Asset Class Name Ticker ER
REITs Vanguard REIT ETF VNQ 0.15%
Precious Metals (Gold) SPDR Gold Trust ETF GLD 0.40%

via The Best (Lowest-Cost) ETFs to Buy & Hold.