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#etf-allocation #6040-portfolio #bond-yields #rebalancing #international-diversification #currency-effects
Retirement
from24/7 Wall St.
4 days ago

AOR's 60/40 Allocation Has Lagged a Simple S&P 500 by 60 Points Over a Decade, And Built In Rebalancing Did Not Help

AOR’s 60/40 allocation and internal rebalancing reduced returns versus a pure S&P 500 during a decade when equities outperformed bonds.
from24/7 Wall St.
1 week ago

Vanguard's 0.05% International Stock ETF Just Outpaced the S&P 500 for the First Time in Five Years

VXUS tracks the FTSE Global All Cap ex US Index, holding more than 8,000 stocks across developed and emerging markets outside the United States. It charges 0.05% in annual expenses, manages roughly $137 billion, and pays a distribution yield near 2.6%. The return engine is straightforward: dividends from foreign companies plus price appreciation, translated back into dollars. That currency translation is half the story right now.
Business
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