Aronson Family Taxable

12/28/2014

Aronson Family Taxable Lazy Portfolios

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On Retirement

December 28, 2014 New York London

Closed Closed

Tokyo Closed

4:02 AM EST

6:50p And the most charitable city in America is... 5:00p Save for retirement, win a prize! 3:37p Audi will spend $29 billion on new models in next 5

years D1O:5W8p Thou+sa2n3d.5s0turNnAoSuDt aAtQfalle+n3N3.Y3P9 D So&ffiPce5r0's0fune+ra6l.89 118:,3085p3N.7o1rth+0K.1o3re%a fli4p,s80o6u.t8o6ver+I0n.t7e0rn%et o2u,t0a8g8e.77 +0.33% 12:55p Dustin Diamond--aka "Screech"--charged in

stabbing

ROBERT POWELL

11 money moves to make now

Don't wind up paying more taxes than you have to. Make these yearend moves and save. ? Yearend retirementplanning tips

Home News Viewer Markets Investing12T:0r0apdSinagvDe efocrkretPiremrseonnta, wl Finina npcrieze!Retirement Economy Real Estate 11:15a At the NYSE, Larry Kofsky previews the week ahead

Portfolio Watchlist Alerts Games

Lazy Portfolios

9:19a Exports help Vietnam record faster growth in 2014 9:00a 10 things not to buy in 2015

8:13a 8 lessons from 80 years of market history

8:10a 25 of today's wisest investing axioms

Aronson Family Taxable

8:10a How to create a financial plan for retirement in 4 easy steps

8:06a 10 things Chipotle won't tell you

Ted Aronson and his AJO Partne8:r0s2a 10 thingsHteoewnsTwoonC'trteeall tyeoua Lazy Portfolio

manage about $25 billion of inst8it:u01tiaon7atlop monDeoyymoaunwaagnetmtoenknt aopwptshe secrets behind assets. Aronson puts his family's7:t5a8xaab5leapps focrrsepaytiinngg aonpryoofuitar bspleoLuasezy Portfolio? money in this welldiversified po7r:t5fo7laioTohfe bestLreeaadrnMnaorwkehtWeraet!ch articles of 2014 noload index funds. Read More7:55a Bogle's `scary math' shows up in retirement balances

6:00a Take a ride in one of Fidel Castro's limos

Loading more headlines...

Aronson Family Taxable

Add these funds to My Watchlist

Data as of 12/25/14 Fund

Alloc

1yr rtn 3yr ann. rtns 5yr ann. rtns 10yr ann. rtns

Vanguard Pacific Stock Index 15% FundInvestor

Vanguard InflationProtected 15% Securities FundInvestor

Vanguard 500 Index FundInvestor

15%

Vanguard Extended Market 10% Index FundInvestor

Vanguard LongTerm Treasury FundInvestor

10%

Vanguard Emerging Markets 10% Stock Index FundInvestor

Vanguard HighYield

5%

Corporate FundInvestor

Vanguard SmallCap Growth 5% Index FundInvestor

Vanguard European Stock

5%

Index FundInvestor

Vanguard Total Stock Market 5% Index FundInvestor

Vanguard SmallCap Value 5% Index FundInvestor

Total Portfolio

S&P 500

2.00% 3.20% 15.55% 8.79% 23.04% 1.16% 4.40% 5.18% 3.56% 14.33% 11.70% 7.41% 15.74%

9.41% 0.19% 20.50% 20.65% 4.59% 3.55% 7.86% 19.04% 12.74% 20.57% 21.20% 11.46% 20.69%

5.39% 3.92% 15.36% 16.41% 9.55% 1.89% 8.53% 16.63% 5.78% 15.60% 16.15% 9.62% 15.54%

4.45% 4.08% 7.72% 9.25% 7.22% 8.16% 6.45% 9.58% 4.93% 8.15% 8.44% 6.78% 7.84%

Most Popular

1.

10 THINGS

10 things not to buy in 2015

2. North Korea flips out over Internet outage

3. 5 apps for spying on your spouse

4. This is exactly how much sleep you need

See all portfolios | Next Portfolio(2 of 8)

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5.

MARKET SNAPSHOT

U.S. stocks: Dow industrials, S&P 500 close at records

8:38 a.m. Dec. 26, 2014

4:11 p.m. Dec. 23, 2014 5:30 p.m. Dec. 4, 2014

4:08 p.m. Nov. 26, 2014 1:08 p.m. Nov. 24, 2014 10:31 a.m. Oct. 1, 2014

7:06 p.m. Sept. 23, 2014 5:00 a.m. Sept. 18, 2014 12:57 p.m. Sept. 17, 2014 12:48 p.m. Aug. 18, 2014

Why Vanguard Total Stock Market isn't the best fund in the fleet Paul A. Merriman

3 wealthbuilding secrets that the rich already know Jonathan Clements As U.S. ETFs approach $2 trillion in assets, here's what that means Victor Reklaitis

Mutual funds to rebalance into Mark Hulbert An open letter to millennials: The market is your friend Morgan Housel Do the top performers like any bond funds more than Bill Gross' new fund? Mark Hulbert Are stocks overpriced? George Sisti Be like Calpers: Dump your hedge funds Brett Arends Which forprofit education companies are good bets? Mark Hulbert Inversions are not such a sweet deal for fund investors Chuck Jaffe

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12/28/2014

Coffeehouse Lazy Portfolios

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Encore

6:50p And the most charitable city in America is...

5:00p Save for retirement, win a prize!

December 28, 2014 New York London

Closed Closed

Tokyo Closed

4:02 AM EST

3:37p Audi will spend $29 billion on new models in next 5 years

D1O:5W8p Thou+sa2n3d.5s0turNnAoSuDt aAtQfalle+n3N3.Y3P9 D So&ffiPce5r0's0fune+ra6l.89 118:,3085p3N.7o1rth+0K.1o3re%a fli4p,s80o6u.t8o6ver+I0n.t7e0rn%et o2u,t0a8g8e.77 +0.33% 12:55p Dustin Diamond--aka "Screech"--charged in

stabbing

Home News Viewer Markets Investing12T:0r0apdSinagvDe efocrkretPiremrseonnta, wl Finina npcrieze!Retirement Economy Real Estate 11:15a At the NYSE, Larry Kofsky previews the week ahead

Lazy Portfolios

9:19a Exports help Vietnam record faster growth in 2014 9:00a 10 things not to buy in 2015

8:13a 8 lessons from 80 years of market history

8:10a 25 of today's wisest investing axioms

Coffeehouse

8:10a How to create a financial plan for retirement in 4 easy steps

8:06a 10 things Chipotle won't tell you

Bill Schultheis is former Smith B8a:r0n2eay10 thingsHteoewnsTwoonC'trteeall tyeoua Lazy Portfolio

broker and author of The Coffee8h:o01uase7 top monDeoyymoaunwaagnetmtoenknt aopwptshe secrets behind Investor. You put 40% in an inte7rm:5e8adi5ataepps focrrsepaytiinngg aonpryoofuitar bspleoLuasezy Portfolio? bond index and 10% in each of 7th:5e7saixThe bestLreeaadrnMnaorwkehtWeraet!ch articles of 2014 stock funds it wins in bull and be7:a5r5a Bogle's `scary math' shows up in retirement balances

markets. Read More

6:00a Take a ride in one of Fidel Castro's limos

Loading more headlines...

Coffeehouse

Add these funds to My Watchlist

Data as of 12/27/14 Fund

Alloc

1yr rtn 3yr ann. rtns 5yr ann. rtns 10yr ann. rtns

ALICIA MUNNELL

Retirement funds fall short

The share of Americans at risk of a retirement savings shortfall remains near a 30year high. ? Retirements really at risk

Portfolio Watchlist Alerts Games

Vanguard Total Bond Market 40% Index FundInvestor

Vanguard SmallCap Value 10% Index FundInvestor

Vanguard REIT Index FundInvestor

10%

Vanguard Total International 10% Stock Index FundInvestor

Vanguard 500 Index FundInvestor

10%

Vanguard Value Index FundInvestor

10%

Vanguard SmallCap Index 10% FundInvestor

Total Portfolio

S&P 500

See all portfolios | Next Portfolio(5 of 8)

5.37% 11.70% 31.37% 1.84% 15.55% 15.02%

8.66% 10.19% 15.74%

2.55% 21.20% 16.34%

9.49% 20.50% 20.21% 20.35% 11.83% 20.69%

4.15% 16.15% 16.43%

4.56% 15.36% 14.86% 16.54% 10.05% 15.54%

4.53% 8.44% 8.63% 5.08% 7.72% 7.31% 9.14% 6.44% 7.84%

Get email Alerts for Lazy Portfolio News

Most Popular

1.

10 THINGS

10 things not to buy in 2015

2. North Korea flips out over Internet outage

3. 5 apps for spying on your spouse

Related News

4:11 p.m. Dec. 23, 2014 11:37 a.m. Nov. 10, 2014

5:10 a.m. Oct. 10, 2014 12:48 p.m. Aug. 18, 2014 3:40 p.m. Aug. 15, 2014 4:00 a.m. Aug. 1, 2014 9:56 a.m. July 30, 2014 10:47 a.m. July 16, 2014 4:00 a.m. July 16, 2014 4:00 a.m. June 2, 2014

3 wealthbuilding secrets that the rich already know Jonathan Clements Bill Gross's new Janus fund took in $364 million in his first month Kirsten Grind European stocks might enter the sweet spot in 2015 Jeff Reeves Inversions are not such a sweet deal for fund investors Chuck Jaffe Active and passive management: Why they both win Rob Isbitts `Index funds beat active 90% of the time.' Really? Rob Isbitts Not all Vanguard funds are created equal Paul A. Merriman 10 can'tfail lessons of diversification Paul A. Merriman Got retirement figured out? Take our test Henry K. Hebeler It's hedge funds that should `get no respect' George Sisti

4. This is exactly how much sleep you need

5.

MARKET SNAPSHOT

U.S. stocks: Dow industrials, S&P

500 close at records

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12/28/2014

Dr. Bernstein's No Brainer Lazy Portfolios

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Latest News

View All

On Retirement

December 28, 2014 New York London

Closed Closed

Tokyo Closed

4:02 AM EST

6:50p And the most charitable city in America is... 5:00p Save for retirement, win a prize! 3:37p Audi will spend $29 billion on new models in next 5

years D1O:5W8p Thou+sa2n3d.5s0turNnAoSuDt aAtQfalle+n3N3.Y3P9 D So&ffiPce5r0's0fune+ra6l.89 118:,3085p3N.7o1rth+0K.1o3re%a fli4p,s80o6u.t8o6ver+I0n.t7e0rn%et o2u,t0a8g8e.77 +0.33% 12:55p Dustin Diamond--aka "Screech"--charged in

stabbing

ROBERT POWELL

11 money moves to make now

Don't wind up paying more taxes than you have to. Make these yearend moves and save. ? Yearend retirementplanning tips

Home News Viewer Markets Investing12T:0r0apdSinagvDe efocrkretPiremrseonnta, wl Finina npcrieze!Retirement Economy Real Estate 11:15a At the NYSE, Larry Kofsky previews the week ahead

Portfolio Watchlist Alerts Games

Lazy Portfolios

9:19a Exports help Vietnam record faster growth in 2014 9:00a 10 things not to buy in 2015

8:13a 8 lessons from 80 years of market history

8:10a 25 of today's wisest investing axioms

Dr. Bernstein's No Brainer

8:10a How to create a financial plan for retirement in 4 easy steps

8:06a 10 things Chipotle won't tell you

Dr. William Bernstein is a physic8ia:0n2aan1d0 thingsHteoewnsTwoonC'trteeall tyeoua Lazy Portfolio

neurologist as well as a financia8l:a01davi7setor ptomonDeoyymoaunwaagnetmtoenknt aopwptshe secrets behind high net worth individuals. This o7:n5e8'as 5soapps focrrsepaytiinngg aonpryoofuitar bspleoLuasezy Portfolio? simple: Allocate 25% in each of7fo:5u7rainTdheexbestLreeaadrnMnaorwkehtWeraet!ch articles of 2014 funds diversified across basic ca7t:e5g5aorBieosg.le's `scary math' shows up in retirement balances

Read More

6:00a Take a ride in one of Fidel Castro's limos

Loading more headlines...

Dr. Bernstein's No Brainer

Add these funds to My Watchlist

Data as of 12/27/14 Fund

Alloc

1yr rtn 3yr ann. rtns 5yr ann. rtns 10yr ann. rtns

Vanguard Total Bond Market 25% Index FundInvestor

Vanguard 500 Index FundInvestor

25%

Vanguard European Stock Index FundInvestor

25%

Vanguard SmallCap Index 25% FundInvestor

Total Portfolio

S&P 500

5.37% 15.55% 3.56%

8.66% 6.51% 15.74%

2.55% 20.50% 12.74% 20.35% 14.04% 20.69%

4.15% 15.36%

5.78% 16.54% 10.46% 15.54%

4.53% 7.72% 4.93% 9.14% 6.58% 7.84%

Most Popular

1.

10 THINGS

10 things not to buy in 2015

See all portfolios | Next Portfolio(7 of 8)

Get email Alerts for Lazy Portfolio News

2.

Related News

11:37 a.m. Nov. 10, 2014

Bill Gross's new Janus fund took in $364 million in his first month Kirsten Grind

3.

12:48 p.m. Aug. 18, 2014 Inversions are not such a sweet deal for fund investors Chuck Jaffe

3:40 p.m. Aug. 15, 2014

Active and passive management: Why they both win Rob Isbitts

4:00 a.m. Aug. 1, 2014

`Index funds beat active 90% of the time.' Really? Rob Isbitts

4.

10:47 a.m. July 16, 2014

10 can'tfail lessons of diversification Paul A. Merriman

4:00 a.m. July 16, 2014

Got retirement figured out? Take our test Henry K. Hebeler

4:00 a.m. June 2, 2014

It's hedge funds that should `get no respect' George Sisti

9:14 a.m. May 27, 2014

Listen to Buffett and Schwab: Be an indexer Chuck Jaffe

5.

8:07 a.m. May 16, 2014

Will bonds get the last laugh? Mark Hulbert

5:16 p.m. May 14, 2014

Beat Warren Buffett at his own game Paul A. Merriman

North Korea flips out over Internet outage

5 apps for spying on your spouse

This is exactly how much sleep you need

MARKET SNAPSHOT

U.S. stocks: Dow industrials, S&P 500 close at records

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12/28/2014

Dr. Bernstein's Smart Money Lazy Portfolios

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Latest News

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Deep Dive

6:50p And the most charitable city in America is...

5:00p Save for retirement, win a prize!

December 28, 2014 New York London

Closed Closed

Tokyo Closed

4:02 AM EST

3:37p Audi will spend $29 billion on new models in next 5 years

D1O:5W8p Thou+sa2n3d.5s0turNnAoSuDt aAtQfalle+n3N3.Y3P9 D So&ffiPce5r0's0fune+ra6l.89 118:,3085p3N.7o1rth+0K.1o3re%a fli4p,s80o6u.t8o6ver+I0n.t7e0rn%et o2u,t0a8g8e.77 +0.33% 12:55p Dustin Diamond--aka "Screech"--charged in

stabbing

Home News Viewer Markets Investing12T:0r0apdSinagvDe efocrkretPiremrseonnta, wl Finina npcrieze!Retirement Economy Real Estate 11:15a At the NYSE, Larry Kofsky previews the week ahead

Lazy Portfolios

9:19a Exports help Vietnam record faster growth in 2014 9:00a 10 things not to buy in 2015

8:13a 8 lessons from 80 years of market history

8:10a 25 of today's wisest investing axioms

Dr.

Bernstein's

Smart

Money 8:10a

How to steps

create

a

financial

plan

for

retirement

in

4

easy

8:06a 10 things Chipotle won't tell you

Dr. William Bernstein is a physic8ia:0n2aan1d0 thingsHteoewnsTwoonC'trteeall tyeoua Lazy Portfolio

neurologist as well as a financia8l:a01davi7setor p monDeoyymoaunwaagnetmtoenknt aopwptshe secrets behind for high net worth individuals. W7e:5fi8rast5saawpps focrrsepaytiinngg aonpryoofuitar bspleoLuasezy Portfolio? this noload allindexed portfolio7:i5n7aa The bestLreeaadrnMnaorwkehtWeraet!ch articles of 2014 SmartMoney column he wrote a7d:5e5caaBdeogle's `scary math' shows up in retirement balances

ago. Read More

6:00a Take a ride in one of Fidel Castro's limos

Loading more headlines...

Dr. Bernstein's Smart Money

Add these funds to My Watchlist

Data as of 12/24/14 Fund

Alloc

1yr rtn 3yr ann. rtns 5yr ann. rtns 10yr ann. rtns

PHILIP VAN DOORN

Dividend stocks for solid income

These companies pay well now and also have plenty of room to raise payouts. ? 10 retailers with the best sales growth

Portfolio Watchlist Alerts Games

Vanguard ShortTerm InvestmentGrade FundInvestor Vanguard Total Stock Market Index FundInvestor

40% 15%

Vanguard SmallCap Value 10% Index FundInvestor

Vanguard Value Index FundInvestor

10%

Vanguard Emerging Markets 5% Stock Index FundInvestor

Vanguard European Stock

5%

Index FundInvestor

Vanguard SmallCap Index 5% FundInvestor

Vanguard Pacific Stock Index 5% FundInvestor

Vanguard REIT Index

5%

FundInvestor

Total Portfolio

1.57% 14.33% 11.70% 15.02%

1.16% 3.56% 8.66% 2.00% 31.37% 7.23%

2.41% 20.57% 21.20% 20.21%

3.55% 12.74% 20.35%

9.41% 16.34% 11.31%

2.83% 15.60% 16.15% 14.86%

1.89% 5.78% 16.54% 5.39% 16.43% 8.87%

3.56% 8.15% 8.44% 7.31% 8.16% 4.93% 9.14% 4.45% 8.63% 5.99%

Most Popular

1.

10 THINGS

10 things not to buy in 2015

2. North Korea flips out over Internet outage

3. 5 apps for spying on your spouse

S&P 500

15.74%

20.69%

15.54%

7.84%

See all portfolios | Next Portfolio(4 of 8)

Get email Alerts for Lazy Portfolio News

Related News

8:38 a.m. Dec. 26, 2014

4:11 p.m. Dec. 23, 2014 5:30 p.m. Dec. 4, 2014

1:08 p.m. Nov. 24, 2014 7:06 p.m. Sept. 23, 2014 5:00 a.m. Sept. 18, 2014 9:56 a.m. July 30, 2014 4:00 a.m. July 16, 2014 4:01 a.m. June 12, 2014 4:00 a.m. June 2, 2014

Why Vanguard Total Stock Market isn't the best fund in the fleet Paul A. Merriman 3 wealthbuilding secrets that the rich already know Jonathan Clements As U.S. ETFs approach $2 trillion in assets, here's what that means Victor Reklaitis An open letter to millennials: The market is your friend Morgan Housel Are stocks overpriced? George Sisti Be like Calpers: Dump your hedge funds Brett Arends Not all Vanguard funds are created equal Paul A. Merriman Got retirement figured out? Take our test Henry K. Hebeler The 4 best ways to jumpstart your retirement savings Elizabeth O'Brien It's hedge funds that should `get no respect' George Sisti

4. This is exactly how much sleep you need

5.

MARKET SNAPSHOT

U.S. stocks: Dow industrials, S&P

500 close at records

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12/28/2014

Fundadvice Ultimate Buy & Hold Lazy Portfolios

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On the Markets

December 28, 2014 New York London

Closed Closed

Tokyo Closed

4:02 AM EST

6:50p And the most charitable city in America is... 5:00p Save for retirement, win a prize! 3:37p Audi will spend $29 billion on new models in next 5

years D1O:5W8p Thou+sa2n3d.5s0turNnAoSuDt aAtQfalle+n3N3.Y3P9 D So&ffiPce5r0's0fune+ra6l.89 118:,3085p3N.7o1rth+0K.1o3re%a fli4p,s80o6u.t8o6ver+I0n.t7e0rn%et o2u,t0a8g8e.77 +0.33% 12:55p Dustin Diamond--aka "Screech"--charged in

stabbing

MARK HULBERT

Capitalizing on the January Effect

Here's how to take advantage of smallcapstock movements in the next few weeks. ? The rebalancing lie

Home News Viewer Markets Investing12T:0r0apdSinagvDe efocrkretPiremrseonnta, wl Finina npcrieze!Retirement Economy Real Estate 11:15a At the NYSE, Larry Kofsky previews the week ahead

Portfolio Watchlist Alerts Games

Lazy Portfolios

9:19a Exports help Vietnam record faster growth in 2014 9:00a 10 things not to buy in 2015

8:13a 8 lessons from 80 years of market history

8:10a 25 of today's wisest investing axioms

Fundadvice

Ultimate

Buy

&

H8o:1l0da

How to steps

create

a

financial

plan

for

retirement

in

4

easy

8:06a 10 things Chipotle won't tell you

Paul Merriman's FundAdvice.co8m:0w2aeb1s0ittehingsHteoewnsTwoonC'trteeall tyeoua Lazy Portfolio

has indexed porfolios for severa8l:f0u1nad7 top monDeoyymoaunwaagnetmtoenknt aopwptshe secrets behind companies. The basic strategy is7:t5h8ea s5aampeps focrrsepaytiinngg aonpryoofuitar bspleoLuasezy Portfolio? as with all the other Lazy Portfol7io:5s7,aheTrhee bestLreeaadrnMnaorwkehtWeraet!ch articles of 2014 with 11 noload index funds. Re7a:d55MaoBroegle's `scary math' shows up in retirement balances

6:00a Take a ride in one of Fidel Castro's limos

Loading more headlines...

Fundadvice Ultimate Buy & Hold

Add these funds to My Watchlist

Data as of 12/24/14 Fund

Alloc

1yr rtn 3yr ann. rtns 5yr ann. rtns 10yr ann. rtns

Vanguard IntermediateTerm 20% Treasury FundInvestor

Vanguard ShortTerm Treasury FundInvestor

12%

Vanguard International Value 12% FundInvestor

Vanguard Developed

12%

Markets Index FundAdmiral

Vanguard InflationProtected 8% Securities FundInvestor

Vanguard SmallCap Index 6% FundInvestor

Vanguard SmallCap Value 6% Index FundInvestor

Vanguard Value Index

6%

FundInvestor

Vanguard 500 Index

6%

FundInvestor

Vanguard Emerging Markets 6% Stock Index FundInvestor

Vanguard REIT Index

6%

FundInvestor

Total Portfolio

S&P 500

3.76% 0.52% 3.99% 2.72% 3.20% 8.66% 11.70% 15.02% 15.55% 1.16% 31.37% 5.27% 15.74%

1.34% 0.43% 11.52% 11.57% 0.19% 20.35% 21.20% 20.21% 20.50% 3.55% 16.34% 9.23% 20.69%

3.96% 1.15% 4.98% 5.59% 3.92% 16.54% 16.15% 14.86% 15.36% 1.89% 16.43% 7.39% 15.54%

4.64% 2.72% 5.48% 4.85% 4.08% 9.14% 8.44% 7.31% 7.72% 8.16% 8.63% 5.78% 7.84%

Most Popular

1.

10 THINGS

10 things not to buy in 2015

2. North Korea flips out over Internet outage

3. 5 apps for spying on your spouse

4. This is exactly how much sleep you need

See all portfolios | Next Portfolio(3 of 8)

Get email Alerts for Lazy Portfolio News

Related News

5:00 a.m. Sept. 18, 2014 12:48 p.m. Aug. 18, 2014 3:40 p.m. Aug. 15, 2014 4:00 a.m. Aug. 1, 2014 9:56 a.m. July 30, 2014 10:47 a.m. July 16, 2014 4:00 a.m. July 16, 2014 4:00 a.m. June 2, 2014 9:14 a.m. May 27, 2014 5:16 p.m. May 14, 2014

Be like Calpers: Dump your hedge funds Brett Arends Inversions are not such a sweet deal for fund investors Chuck Jaffe Active and passive management: Why they both win Rob Isbitts `Index funds beat active 90% of the time.' Really? Rob Isbitts Not all Vanguard funds are created equal Paul A. Merriman 10 can'tfail lessons of diversification Paul A. Merriman Got retirement figured out? Take our test Henry K. Hebeler It's hedge funds that should `get no respect' George Sisti Listen to Buffett and Schwab: Be an indexer Chuck Jaffe Beat Warren Buffett at his own game Paul A. Merriman

5.

MARKET SNAPSHOT

U.S. stocks: Dow industrials, S&P

500 close at records

Partner Center ?

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$7 Online Trades, $0 SetUp Fees. Open An Account

Get 150 free trades at OptionsHouse



1/2

12/28/2014

Margaritaville Lazy Portfolios

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Latest News

View All

Deep Dive

6:50p And the most charitable city in America is...

5:00p Save for retirement, win a prize!

December 28, 2014 New York London

Closed Closed

Tokyo Closed

4:02 AM EST

3:37p Audi will spend $29 billion on new models in next 5 years

D1O:5W8p Thou+sa2n3d.5s0turNnAoSuDt aAtQfalle+n3N3.Y3P9 D So&ffiPce5r0's0fune+ra6l.89 118:,3085p3N.7o1rth+0K.1o3re%a fli4p,s80o6u.t8o6ver+I0n.t7e0rn%et o2u,t0a8g8e.77 +0.33% 12:55p Dustin Diamond--aka "Screech"--charged in

stabbing

Home News Viewer Markets Investing12T:0r0apdSinagvDe efocrkretPiremrseonnta, wl Finina npcrieze!Retirement Economy Real Estate 11:15a At the NYSE, Larry Kofsky previews the week ahead

Lazy Portfolios

9:19a Exports help Vietnam record faster growth in 2014 9:00a 10 things not to buy in 2015

8:13a 8 lessons from 80 years of market history

8:10a 25 of today's wisest investing axioms

Margaritaville

8:10a How to create a financial plan for retirement in 4 easy steps

8:06a 10 things Chipotle won't tell you

Scott Burns is a popular Dallas M8:o02rnain1g0 thingsHteoewnsTwoonC'trteeall tyeoua Lazy Portfolio

News financial columnist. His is8e:0a1say 7totop monDeoyymoaunwaagnetmtoenknt aopwptshe secrets behind mix: One part total stock index, o7n:5e8paa5rtapps focrrsepaytiinngg aonpryoofuitar bspleoLuasezy Portfolio? international stock index, and on7e:5p7aarTt he bestLreeaadrnMnaorwkehtWeraet!ch articles of 2014 inflationprotected Treasury secu7:r5it5ieasB. ogle's `scary math' shows up in retirement balances

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6:00a Take a ride in one of Fidel Castro's limos

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Margaritaville

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Data as of 12/25/14 Fund

Alloc

1yr rtn 3yr ann. rtns 5yr ann. rtns 10yr ann. rtns

PHILIP VAN DOORN

Dividend stocks for solid income

These companies pay well now and also have plenty of room to raise payouts. ? 10 retailers with the best sales growth

Portfolio Watchlist Alerts Games

Vanguard Total Stock Market 34% Index FundInvestor

Vanguard Total International 33% Stock Index FundInvestor

Vanguard InflationProtected 33% Securities FundInvestor

Total Portfolio

14.33% 1.84% 3.20% 5.32%

20.57% 9.49% 0.19%

10.19%

15.60% 4.56% 3.92% 8.10%

8.15% 5.08% 4.08% 5.79%

Most Popular

S&P 500

15.74%

20.69%

15.54%

7.84%

1.

10 THINGS

10 things not to buy in 2015

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8:38 a.m. Dec. 26, 2014

4:11 p.m. Dec. 23, 2014 5:30 p.m. Dec. 4, 2014

1:08 p.m. Nov. 24, 2014 5:10 a.m. Oct. 10, 2014 7:06 p.m. Sept. 23, 2014 5:00 a.m. Sept. 18, 2014 4:00 a.m. July 16, 2014 4:01 a.m. June 12, 2014 4:00 a.m. June 2, 2014

2.

Why Vanguard Total Stock Market isn't the best fund in the fleet Paul A. Merriman

3 wealthbuilding secrets that the rich already know Jonathan Clements

3.

As U.S. ETFs approach $2 trillion in assets, here's what that means

Victor Reklaitis

An open letter to millennials: The market is your friend Morgan Housel

European stocks might enter the sweet spot in 2015 Jeff Reeves

4.

Are stocks overpriced? George Sisti

Be like Calpers: Dump your hedge funds Brett Arends

Got retirement figured out? Take our test Henry K. Hebeler

The 4 best ways to jumpstart your retirement savings Elizabeth O'Brien

5.

It's hedge funds that should `get no respect' George Sisti

North Korea flips out over Internet outage

5 apps for spying on your spouse

This is exactly how much sleep you need

MARKET SNAPSHOT

U.S. stocks: Dow industrials, S&P 500 close at records

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12/28/2014

Second Grader's Starter Lazy Portfolios

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On Retirement

December 28, 2014 New York London

Closed Closed

Tokyo Closed

4:02 AM EST

6:50p And the most charitable city in America is... 5:00p Save for retirement, win a prize! 3:37p Audi will spend $29 billion on new models in next 5

years D1O:5W8p Thou+sa2n3d.5s0turNnAoSuDt aAtQfalle+n3N3.Y3P9 D So&ffiPce5r0's0fune+ra6l.89 118:,3085p3N.7o1rth+0K.1o3re%a fli4p,s80o6u.t8o6ver+I0n.t7e0rn%et o2u,t0a8g8e.77 +0.33% 12:55p Dustin Diamond--aka "Screech"--charged in

stabbing

ROBERT POWELL

11 money moves to make now

Don't wind up paying more taxes than you have to. Make these yearend moves and save. ? Yearend retirementplanning tips

Home News Viewer Markets Investing12T:0r0apdSinagvDe efocrkretPiremrseonnta, wl Finina npcrieze!Retirement Economy Real Estate 11:15a At the NYSE, Larry Kofsky previews the week ahead

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Lazy Portfolios

9:19a Exports help Vietnam record faster growth in 2014 9:00a 10 things not to buy in 2015

8:13a 8 lessons from 80 years of market history

8:10a 25 of today's wisest investing axioms

Second Grader's Starter

8:10a How to create a financial plan for retirement in 4 easy steps

8:06a 10 things Chipotle won't tell you

Kevin's an 8yearold secondgr8a:d02ear w10hothingsHteoewnsTwoonC'trteeall tyeoua Lazy Portfolio

started with a gift from grandma 8a:n01daa7fetowp monDeoyymoaunwaagnetmtoenknt aopwptshe secrets behind hints from his father. This is a ve7ry:5s8iam5palepps focrrsepaytiinngg aonpryoofuitar bspleoLuasezy Portfolio? portfolio of 3 noload index fund7s:5fo7raaTnheewbestLreeaadrnMnaorwkehtWeraet!ch articles of 2014 investor with a little money. Rea7d:5M5oarBeogle's `scary math' shows up in retirement balances

6:00a Take a ride in one of Fidel Castro's limos

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Second Grader's Starter

Add these funds to My Watchlist

Data as of 12/27/14 Fund

Alloc

1yr rtn 3yr ann. rtns 5yr ann. rtns 10yr ann. rtns

Vanguard Total Stock Market 60% Index FundInvestor

Vanguard Total International 30% Stock Index FundInvestor

Vanguard Total Bond Market 10% Index FundInvestor

Total Portfolio

14.33% 1.84% 5.37% 8.58%

20.57% 9.49% 2.55%

15.44%

15.60% 4.56% 4.15%

11.14%

8.15% 5.08% 4.53% 6.87%

Most Popular

S&P 500

15.74%

20.69%

15.54%

7.84%

1.

10 THINGS

10 things not to buy in 2015

See all portfolios

Get email Alerts for Lazy Portfolio News

Related News

2.

8:38 a.m. Dec. 26, 2014

Why Vanguard Total Stock Market isn't the best fund in the fleet Paul A. Merriman

4:11 p.m. Dec. 23, 2014

3 wealthbuilding secrets that the rich already know Jonathan Clements

3.

5:30 p.m. Dec. 4, 2014

As U.S. ETFs approach $2 trillion in assets, here's what that means

Victor Reklaitis

1:08 p.m. Nov. 24, 2014

An open letter to millennials: The market is your friend Morgan Housel

11:37 a.m. Nov. 10, 2014 Bill Gross's new Janus fund took in $364 million in his first month

Kirsten Grind

4.

5:10 a.m. Oct. 10, 2014

European stocks might enter the sweet spot in 2015 Jeff Reeves

7:06 p.m. Sept. 23, 2014

Are stocks overpriced? George Sisti

5:00 a.m. Sept. 18, 2014 4:00 a.m. July 16, 2014 4:01 a.m. June 12, 2014

Be like Calpers: Dump your hedge funds Brett Arends

5.

Got retirement figured out? Take our test Henry K. Hebeler

The 4 best ways to jumpstart your retirement savings Elizabeth O'Brien

North Korea flips out over Internet outage

5 apps for spying on your spouse

This is exactly how much sleep you need

MARKET SNAPSHOT

U.S. stocks: Dow industrials, S&P 500 close at records

Sponsored Links

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6. Best Index Funds 7. Index Funds List 8. 10 Best Mutual Funds 9. Best Penny Stocks to Buy 10. Exchange Traded Fund ETF

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12/28/2014

Yale U's Unconventional Lazy Portfolios

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Latest News

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The RetireMentors

December 28, 2014 New York London

Closed Closed

Tokyo Closed

4:02 AM EST

6:50p And the most charitable city in America is... 5:00p Save for retirement, win a prize! 3:37p Audi will spend $29 billion on new models in next 5

years D1O:5W8p Thou+sa2n3d.5s0turNnAoSuDt aAtQfalle+n3N3.Y3P9 D So&ffiPce5r0's0fune+ra6l.89 118:,3085p3N.7o1rth+0K.1o3re%a fli4p,s80o6u.t8o6ver+I0n.t7e0rn%et o2u,t0a8g8e.77 +0.33% 12:55p Dustin Diamond--aka "Screech"--charged in

stabbing

MITCH TUCHMAN

New `Random Walk' from Malkiel

Investment classic "A Random Walk Down Wall Street" hits bookstores soon in its 11th edition., ? More from the RetireMentors ?

Home News Viewer Markets Investing12T:0r0apdSinagvDe efocrkretPiremrseonnta, wl Finina npcrieze!Retirement Economy Real Estate 11:15a At the NYSE, Larry Kofsky previews the week ahead

Portfolio Watchlist Alerts Games

Lazy Portfolios

9:19a Exports help Vietnam record faster growth in 2014 9:00a 10 things not to buy in 2015

8:13a 8 lessons from 80 years of market history

8:10a 25 of today's wisest investing axioms

Yale U's Unconventional

8:10a How to create a financial plan for retirement in 4 easy steps

8:06a 10 things Chipotle won't tell you

David Swensen is manager of Y8a:0le2a 10 thingsHteoewnsTwoonC'trteeall tyeoua Lazy Portfolio

University's endowment fund wh8e:0re1ah7e'tsop monDeoyymoaunwaagnetmtoenknt aopwptshe secrets behind generated returns in the range o7f:5186a%5 apps focrrsepaytiinngg aonpryoofuitar bspleoLuasezy Portfolio? annually the past couple decade7s:5.7HaeTrhee's bestLreeaadrnMnaorwkehtWeraet!ch articles of 2014 his ideal indexed portfolio for ret7a:5il5a Bogle's `scary math' shows up in retirement balances

investors. Read More

6:00a Take a ride in one of Fidel Castro's limos

Loading more headlines...

Yale U's Unconventional

Add these funds to My Watchlist

Data as of 12/25/14 Fund

Alloc

1yr rtn 3yr ann. rtns 5yr ann. rtns 10yr ann. rtns

Vanguard Total Stock Market 30% Index FundInvestor

Vanguard REIT Index FundInvestor

20%

Vanguard InflationProtected 15% Securities FundInvestor

Vanguard LongTerm Treasury FundInvestor

15%

Vanguard Developed

15%

Markets Index FundAdmiral

Vanguard Emerging Markets 5% Stock Index FundInvestor

Total Portfolio

S&P 500

14.33% 31.37%

3.20% 23.04% 2.72%

1.16% 14.16% 15.74%

20.57% 16.34%

0.19% 4.59% 11.57% 3.55% 12.07% 20.69%

15.60% 16.43%

3.92% 9.55% 5.59% 1.89% 10.92% 15.54%

8.15% 8.63% 4.08% 7.22% 4.85% 8.16% 7.00% 7.84%

Most Popular

1.

10 THINGS

10 things not to buy in 2015

2. North Korea flips out over Internet outage

See all portfolios | Next Portfolio(6 of 8)

Related News

Get email Alerts for Lazy Portfolio News

3.

5 apps for spying on your spouse

8:38 a.m. Dec. 26, 2014

4:11 p.m. Dec. 23, 2014 5:30 p.m. Dec. 4, 2014

1:08 p.m. Nov. 24, 2014 7:06 p.m. Sept. 23, 2014 5:00 a.m. Sept. 18, 2014 4:00 a.m. July 16, 2014 4:01 a.m. June 12, 2014 4:00 a.m. June 2, 2014 8:07 a.m. May 16, 2014

Why Vanguard Total Stock Market isn't the best fund in the fleet Paul A. Merriman 3 wealthbuilding secrets that the rich already know Jonathan Clements As U.S. ETFs approach $2 trillion in assets, here's what that means Victor Reklaitis An open letter to millennials: The market is your friend Morgan Housel Are stocks overpriced? George Sisti Be like Calpers: Dump your hedge funds Brett Arends Got retirement figured out? Take our test Henry K. Hebeler The 4 best ways to jumpstart your retirement savings Elizabeth O'Brien It's hedge funds that should `get no respect' George Sisti Will bonds get the last laugh? Mark Hulbert

Sponsored Links

4. This is exactly how much sleep you need

5.

MARKET SNAPSHOT

U.S. stocks: Dow industrials, S&P

500 close at records

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6. Top Oil Stocks

2. Reverse Mortgage Calculator

7. 2014 Hybrid Cars

3. High Yield Investments 4. Best Retirement Investments

8. Best Index Funds 9. 2014 Best Performing Stocks

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5. Hot Penny Stocks

10. Top 10 Stocks to Buy



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