JohnB

Swedroe: 'Buy and Hold' Not Dead but Rebalancing Necessary

On Jun 15 06:12 PM whidbey wrote:

> A great man, but his methods are complex. Allocations at three levels
> sounds workable, but few have the data or insight to use his methods.
> I always wonder what would my wife do if faced with his methods:
> probably give up.
>

For Vanguard customers, I've found that using "Portfolio Watch" on their web site makes it easy to analyze these three levels of asset allocation.

2008 Bonds Wrap-Up

Nice review. Thanks. Glad to see LQD back to normalcy. :-)

The Incredible Lightness of Being (Employed)

Great advice, thanks.

International Bonding

From an investment theory viewpoint, I can see the argument for 50% of bond allocation to international. But I think now wouldn't be the best time to pile in, with the dollar having dropped quite a bit already. "Everyone knows" the dollar is in trouble, so I'm thinking contrarian.

Certainly some international allocation greater than 0% would be prudent. I'd love to see a chart of bond portfolio return vs. risk for various allocations of domestic/international... I've seen such studies for EQUITIES, and usually going from 0% to about 30% international, you are getting higher (historical) returns with less overall risk. That's a no-brainer! Beyond that, both return and risk increases, so the decision isn't so clear cut.

The Advantages of Bond ETFs

Don't forget Vanguard's upcoming Bond ETFs, etf.seekingalpha.com/a...