Tag: diversification

The one instance when you should ignore Warren Buffett | Paul Merriman
— Read on paulmerriman.com/the-one-instance-when-you-should-ignore-warren-buffett/

A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1?
— Read on www.ifa.com/articles/large_charge_giant_firms_atop_market_nothing_40/

Can you do better than VTSAX for your stocks? Yes! Read on to learn how to break VTSAX into its components and take advantage of the higher returns small stocks offer over the long-term.
— Read on keepinvestingsimplestupid.com/how-to-build-a-portfolio-better-than-vtsax-part-1/

Can you do better than VTSAX? Absolutely! No stock picking required. Just break down VTSAX into VFIAX + VIMAX + VSMAX and you get up to a 0.84% higher annual return with less investment risk and volatility! That’s a win-win for keeping it simple if I’ve ever seen one!
— Read on keepinvestingsimplestupid.com/how-to-build-an-investment-portfolio-better-than-vtsax-part-2/

Can you do better than VTSAX for your stocks? Yes! Read on to learn how to break VTSAX into 4 funds that beat VTSAX by about over 2% annualized returns with lower investment risk.
— Read on keepinvestingsimplestupid.com/building-an-investment-portfolio-better-than-vtsax-part-3/

If you would like to increase your expected future returns while doing your best to minimize your investment risk, this is the article on how to do that. By diversifying among 5 different domestic stock funds over the past 20 years they outperformed VTSAX by almost 3% per year!
— Read on keepinvestingsimplestupid.com/building-an-investment-portfolio-better-than-vtsax-part-4/

We’ve established how easy it is to beat VTSAX. But in this post, we’ll beat it even with bonds in the portfolio! Wait, what? That’s right. We’ll add bonds to the portfolio of stocks from Part 4 and will still beat the 100% VTSAX portfolio. If this sounds crazy, here’s how this works
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-5-adding-bonds/

The longest bull market in history recently ended. It was a historic run for the U.S. stock market that did nothing but increase the love for index funds like VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) and VFIAX (Vanguard S&P 500 Index Fund Admiral Shares). But is that love warranted? Is
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-6-a-tale-of-2-decades/

In Part 6, I established that VTSAX has been a tale of two very different decades from 2000-2019. While 20 years of history isn’t much in the big-picture, most investors in the FIRE/FI movements haven’t even been investing for that long. The returns are relevant because they’re the ones we’ve
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-7-comparing-inflation-adjusted-returns/

To this point, I’ve solely focused on domestic stocks. Why? Because many investors holding VTSAX hold either a 100% VTSAX portfolio OR VTSAX comprises their entire domestic (USA) stock allocation. Everything I’ve done so far in this Beating VTSAX series has focused on domestic funds because VTSAX is a
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-8-adding-international-stocks/