Best Portfolio to own from 3/11/09-3/11/19
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Created by dajaydee
DESCRIPTION:

Date updated:03-10-2009

This is a portfolio made up completely of index funds, and is diversified through the ability to index. 75% to 80% of all institutional investors portfolio's are tied up in index funds because they know that it is the cheapest most tax efficient way to make money over the long term...if you don't believe me look it up its a fact.

symbol name last price % change open
  • +
  • VFH
    Vanguard Fin Etf
  • $29.23
  • -0.48%
  • $29.15

World Financials index fund...the US will not be the leader in financials within 10 years...likely will be China so why not take advantage of those profits in a world financials index?

People owning VFH also tend to own: BPTCOHDBAEVEPEWDEWMEWT

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  • +
  • VWO
    Vangrd Emrg Mkt E
  • $40.55
  • -0.10%
  • $40.34

Emerging Markets over 10 year periods have been sufficient at producing profits, thats why I have added this index ETF to this portfolio.

People owning VWO also tend to own: AAPLFCXMANMXNYXSWTIXXTO

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  • +
  • VNQ
    Vanguard Sf Reit
  • $41.83
  • -0.71%
  • $41.90

Real estate is out of favor in the market as of 3/11/09 and that is why it is one of the best buys for a long term play.

People owning VNQ also tend to own: DODGXGLDIEFMOMSTLTBAC

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  • +
  • VBR
    Vanguard Sm-cap V
  • $52.38
  • -0.25%
  • $52.16

Contrary to popular belief it is small cap value stocks that have produced the largest gains over the long term, and that is why it is imperative to have a small cap value index in this portfolio.

People owning VBR also tend to own: DESDEWDFEDIMDLSDTHIEO

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  • +
  • VTI
    Vanguard Ttl Etf
  • $55.04
  • -0.31%
  • $54.94

What better way to take advantage of the current market lows than to buy an index fund that encompasses the entire US stock Market. We closed today 3/10/09 under 7,000 on the DOW...what do you think we close at on 3/11/19? Definitely will be a lot higher than 7,000 once inflation rears its ugly head!

People owning VTI also tend to own: IFNMIDDEFAIYMIYRMMMCUT

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Start Price

Return Value

Start Date
VFH 13.75 +112.58% Mar 10th
VWO 19.75 +105.32% Mar 10th
VNQ 21.62 +93.48% Mar 10th
VBR 27.79 +88.49% Mar 10th
VTI 33.70 +63.32% Mar 10th

Average return:

 +92.64%

Success rate:

 100%

Tracking Started: 03-10-2009

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