The Gone Fishin' Portfolio. Alexander Henry Green. Читать онлайн. Newlib. NEWLIB.NET

Автор: Alexander Henry Green
Издательство: John Wiley & Sons Limited
Серия:
Жанр произведения: Ценные бумаги, инвестиции
Год издания: 0
isbn: 9781119794998
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TAKING AIM FINDING THE BULL'S-EYE HOW TO CALCULATE YOUR NUMBER CHAPTER 15: Your Most Precious Resource THE KEY TO LONG-TERM INVESTMENT SUCCESS A PLAN FOR ALL SEASONS TIME IS ON YOUR SIDE

      11  AFTERWORD

      12  Appendix A: Vanguard Funds VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD SMALL-CAP INDEX FUND VANGUARD EUROPEAN STOCK INDEX FUND VANGUARD PACIFIC STOCK INDEX FUND VANGUARD EMERGING MARKETS STOCK INDEX FUND VANGUARD SHORT-TERM INVESTMENT-GRADE FUND VANGUARD HIGH-YIELD CORPORATE FUND VANGUARD INFLATION-PROTECTED SECURITIES FUND VANGUARD REAL ESTATE INDEX FUND VANECK VECTORS GOLD MINERS ETF NOTE

      13  Appendix B: ETFs VANGUARD TOTAL STOCK MARKET ETF VANGUARD SMALL-CAP ETF VANGUARD FTSE EUROPE ETF VANGUARD FTSE PACIFIC ETF VANGUARD FTSE EMERGING MARKETS ETF VANGUARD SHORT-TERM BOND ETF ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF PIMCO© 15+ YEAR U.S. TIPS INDEX ETF* VANGUARD REAL ESTATE ETF VANECK VECTORS GOLD MINERS ETF

      14  ABOUT THE AUTHOR

      15  INDEX

      16  END USER LICENSE AGREEMENT

      List of Tables

      1 Chapter 2TABLE 2.1 Effects of Saving $500 a Month at a 10% Annual Return

      2 Chapter 7TABLE 7.1 Investing in Stocks During Troubled Times

      3 Chapter 8TABLE 8.1 Vanguard Fees Versus Industry Average Fees

      4 Chapter 9TABLE 9.1 Amount Needed to Reach $1 Million by Age 65 at 8% Annual Return

      5 Chapter 10TABLE 10.1 The Gone Fishin' PortfolioTABLE 10.2 Annual Return of the Gone Fishin' Portfolio Versus S&P 500

      6 Chapter 11TABLE 11.1 The Gone Fishin' Portfolio 2.0: Exchange-Traded FundsTABLE 11.2 The Gone Fishin' Portfolio: ETF Expenses

      7 Chapter 13TABLE 13.1 Effects of Tax Management on a $100,000 Portfolio

      8 Appendix ATABLE A.1 After-Tax Returns as of 9/30/2020TABLE A.2 Historical Volatility Measures as of 9/30/2020TABLE A.3 MinimumsTABLE A.4 ExpensesTABLE A.5 After-Tax Returns as of 09/30/2020TABLE A.6 Historical Volatility Measures as of 9/30/2020TABLE A.7 MinimumsTABLE A.8 ExpensesTABLE A.9 After-Tax Returns as of 9/30/2020TABLE A.10 Historical Volatility Measures as of 9/30/2020TABLE A.11 MinimumsTABLE A.12 ExpensesTABLE A.13 After-Tax Returns as of 9/30/2020TABLE A.14 Historical Volatility Measures as of 9/30/2020TABLE A.15 MinimumsTABLE A.16 ExpensesTABLE A.17 After-Tax Returns as of 9/30/2020 (Fee-Adjusted)TABLE A.18 Historical Volatility Measures as of 9/30/2020TABLE A.19 MinimumsTABLE A.20 ExpensesTABLE A.21 After-Tax Returns as of 9/30/2020TABLE A.22 Historical Volatility Measures as of 9/30/2020TABLE A.23 MinimumsTABLE A.24 ExpensesTABLE A.25 After-Tax Returns as of 9/30/2020TABLE A.26 Historical Volatility Measures as of 9/30/2020TABLE A.27 MinimumsTABLE A.28 ExpensesTABLE A.29 After-Tax Returns as of 9/30/2020TABLE A.30 Historical Volatility Measures as of 9/30/2020TABLE A.31 MinimumsTABLE A.32 ExpensesTABLE A.33 After-Tax Returns as of 9/30/2020TABLE A.34 Historical Volatility Measures as of 9/30/2020TABLE A.35 MinimumsTABLE A.36 ExpensesTABLE A.37 Performance Returns as of 9/30/2020TABLE A.38 Historical Volatility Measures as of 9/30/2020TABLE A.39 Expenses

      9 Appendix BTABLE B.1 Performance Returns Before TaxesTABLE B.2 Performance Returns Before TaxesTABLE B.3 Performance Returns Before TaxesTABLE B.4 Performance Returns Before TaxesTABLE B.5 Performance Returns Before TaxesTABLE B.6 Performance Returns Before TaxesTABLE B.7 Performance Returns Before TaxesTABLE B.8 Performance Returns Before TaxesTABLE B.9 Performance Returns Before TaxesTABLE B.10 Performance Returns Before Taxes

      List of Illustrations

      1 Chapter 7FIGURE 7.1 Total Nominal Return Indices (1802–2019)FIGURE 7.2 Hypothetical Growth of $10,000 Invested in the S&P 500 from Janua...

      2 Chapter 9FIGURE 9.1 What You Should Focus OnFIGURE 9.2 The Gone Fishin' Asset Allocation

      3 Chapter