Investing - Theory, News & General • Allan Roth: Lessons From a Decade of Simplicity

It was recently pointed out to me by Ron Day, my editor, that I had penned my first etf.com piece a decade ago. Entitled “Simple ETF Strategies Work,” I argued for a three-fund portfolio comprised as follows:

Vanguard Total Stock ETF (VTI)
Vanguard Total International Stock ETF (VXUS)
Vanguard Total Bond ETF (BND)

The logic was, as close as possible, to own every publicly held company on the planet and all U.S. investment grade fixed-rate bonds. I called it the second grader portfolio. It was a very different strategy back then when the rage was smart beta, master limited partnerships, and alternative asset classes such as managed futures.

How did the funds perform? See below.

Investing can simply be defined in eight words:

Minimizing expenses and emotions; maximizing diversification and discipline.

Statistics: Posted by Rowan Oak — Mon May 06, 2024 6:10 pm — Replies 2 — Views 405