Benchmark for stocks portfolios: Vanguard Total World Stock ETF (Ticker: VT): +24.49% About the Benchmark: VT is an ideal benchmark for the world stock market. It is a global stock index fund that covers approximately 98% of the world’s investable market capitalization. About 50% of the fund’s portfolio is invested in U.S. stocks, 40% in…
Category: Bonds
After each year I like to look back and review where I was right and where I was wrong. Below is a short list of some of the calls. Where I was Right: The bull market continued. I am constantly assessing the markets macro movements, looking at the major market drivers to determine where we are…