Diversification, Asset Allocation, and Rebalancing
Would the three-fund idea have worked 20 years ago?
Mentioned: Vanguard Total Stock Mkt Idx Adm (VTSAX)
, Vanguard Total Bond Market Index Adm (VBTLX)
, Vanguard Total Intl Stock Index Admiral (VTIAX)
Speaking Hypothetically
Among the questions asked of my July 4 column about Taylor Larimore’s three-fund portfolio was its historic performance. How would investors have fared had they implemented that idea 20 years ago?
John Rekenthaler does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.