VXUS News and Press, Vanguard Total International Stock From 10/09/22

Summary The focus of the article has three pillars: 1) Real-Time Trading (RTT), 2) Real-Time Controlling (RTC), and 3) an illustration of the controlling process. I’m an expert in computer software, but I prefer using pencil and paper rather than computers to do my investme...

Summary The Vanguard Total International Stock ETF invests based on the FTSE Global All Cap ex US Index and holds about 7,900 stocks. The Vanguard FTSE All-World ex-US ETF invests based on the FTSE All-World ex US Index and holds about 3700 stocks. Despite using different FTSE...

Summary When year-on-year inflation is over 8%, and 2-year notes yield over 4%, few buys seem more contrarian than 30-year fixed rate bonds yielding only 3.5%. I estimate a >1% annual return premium over a <2.5% long-term "new normal" Fed Funds rate. Short term upside is dou...

Summary In a time of uncertainty, we believe that quality is the key to investing in equities. But to consistently find companies that meet high-quality standards requires research, judgment and investing skill. In this paper, we identify the characteristics that can help guid...

Summary The article is mainly to write a handy guide about how to start “Investing and Trading” for various investors. The top-to-bottom is my base. A recession is likely not in the near future. The Terminal rate is 4.5%. A bull market (started on Mar. 09, 2009) is s...

Summary The current bull market (started on 03/09/2009) still is alive now as of 09/09/2022. The S&P 500 gained five times for 13 years and six months. A bear market is determined by the movements of S&P 500 first, and a bull market follows. Not the other way. Four...

Summary Foreign stocks peaked well ahead of the U.S. stock market after a bearish technical divergence in mid-2021. With cheap valuations during this bear market, owning ex-U.S. stocks should prove to be a good move looking ahead three to five years. VXUS offers low-cost expos...

Summary Many investors may be assuming that ETFs will typically be better performers than managed mutual funds of a similar category. But some recent research by Morningstar.com may suggest that investors should take a look at Vanguard's managed funds. I examined relatively sh...

There may be what appear to be valid reasons for dismissing international bonds when constructing one's portfolio. And yet, an examination of professionally-managed portfolios reveals that these are included. In the first section of the article, I look at the reasons given by companie...

During the first half of 2022, the classic 60/40 portfolio produced the worst returns since 1976. Does that imply the 60/40 model is dead? As part of my examination, I will provide a 42-month update on the 'perfect portfolio' I proposed to SA readers in February 2019. While the re...