Good ideas and conversation. No ads, no tracking. Login or Take a Tour!
kleinbl00 · 2036 days ago · link · · parent · post: Ask Hubski: I just inherited $40,000 - what do I do?
90 day update to keep myself honest We'll assume an all-Vanguard portfolio for the sake of balance. "Bond ETFs" would be BND. "International ETFs" would be VEU. "Equity ETFs" would be VTI. At a strike date of June 24 2018, that's 75 of BND, 185 of VEU and 214 of VTI. This combines for a portfolio worth $40,178. It's been a banner fuckin' span for VTI and pretty rippin' for VEU. As this is 80% of the portfolio, the total RoR at 90 days is almost $10k or 24.5%. BND has lost about $300 or 4%. Those of us keeping our powder dry are not having nearly the fun of those who are all in.