Coffeehouse Portfolio

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Coffeehouse portfolio is popularized by Bill Schultheis. He mentioned the portfolio in his book, The Coffeehouse Investor.

This lazy portfolio is a buy-and-hold portfolio that contains a healthy allocation to US stocks, international stocks, REIT, and bonds.

Who Is Bill Schultheis?

Coffeehouse PortfolioBill Schultheis is an author and financial adviser. He is also a bogleheads.org reading list author. He wrote a book which titled

Vanguard Growth ETF (VUG)

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Vanguard Growth ETF (VUG) is an index stock ETF (Exchange Traded Fund). This Vanguard ETF invests in US stocks of large cap companies.

This ETF's objective is to provide investment results that, before expenses, correspond the performance of the CRSP US Large Cap Growth Index.. This index fund provides a convenient way to match the performance of many of the nation’s largest growth stocks. Please check with your brokerage for additional commission.

VUG Fund Details

    Vanguard Growth ETF (VUG)
  • Fund Inception Date: May 04, 1995
  • Ticker Symbol: VUG
  • CUSIP: 922908736
  • Rank in category (YTD): 56%
  • Category: Large Growth
  • Yield: 1.30%
  • Capital Gains: -
  • Expense Ratio: 0.06%
  • Total Assets: $ 28.61 billion
  • Annual Turnover Rate: 21%

SPDR S&P MidCap 400 ETF (MDY)

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SPDR S&P MidCap 400 ETF (MDY) is an index stock ETF (Exchange Traded Fund). This SPDR ETF invests in US stocks of mid-sized companies.

This ETF's objective is to provide investment results that, before expenses, correspond generally to the price and yield performance of  the S&P MidCap 400 Index. The index are companies with market cap in the range of US$ 1 billion to US$ 4.5 billion. Please check with your brokerage for additional commission.

MDY Fund Details

    SPDR S&P MidCap 400 ETF (MDY)
  • Fund Inception Date: May 04, 1995
  • Ticker Symbol: MDY
  • CUSIP: 78467Y107
  • Rank in category (YTD): 56%
  • Category: Mid-Cap Blend
  • Yield: 1.26%
  • Capital Gains: -
  • Expense Ratio: 0.25%
  • Total Assets: $ 18.79 billion
  • Annual Turnover Rate: 21%

Vanguard Short-Term Bond ETF (BSV)

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This Vanguard Short-Term Bond ETF (BSV) is a popular short term fixed income exchange traded fund. Offered by Vanguard Group, this ETF provide decent yield for income.

This Vanguard fund seeks to track the performance of the Barclays U.S. 1-5 Year Government/ Credit Float Adjusted Index. This exchange traded fund follows a passively managed, index sampling approach.

BSV Fund Profile

    Vanguard Short-Term Bond ETF (BSV)
  • Fund Inception Date: 04/03/2007
  • Ticker Symbol: BSV
  • CUSIP: 921937827
  • Rank in category (YTD): check
  • Category: Short-Term Bond
  • Yield: 1.51%
  • Capital Gains: -
  • Expense Ratio: 0.07%
  • Total Assets: $ 21.93 billion
  • Annual Turnover Rate: 0%
Updated June 2017

Morningstar analysts rank this fund with 3-stars rating. The benchmark is Spliced Barclays US Aggregate float Adjusted Index. The expense ratio is only 0.07% per year. This fee is 88% lower than the average expense ratio of funds with similar holdings.

Core Four Portfolio

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Core four portfolio is popularized by Rick Ferri. He mentioned the portfolio on Boglehead Forum.
This lazy portfolio is a buy-and-hold portfolio that contains a healthy allocation to US stocks, international stocks, REIT, and bonds.

Who Is Rick Ferri?

Rick Ferri, also known as Richard Ferri, is a financial analyst, author, speaker, former adviser, and founder of Portfolio Solutions, LLC. He has written various financial articles.

Rules Of Core Four Portfolio

The rules of Core Four Portfolio is simple. It invests its 60% allocation to stocks and 40% to bonds. It mainly invest in US, international stock, REIT, and bond market.
Core Four Portfolio

This 4 fund portfolio is well like by followers in Bogleheads.

The portfolio can be applied with an investment in a low cost US total stock market index fund, along with direct investments in US, international stock, REIT, and bond market. It can also be implemented with low-cost ETFs (exchange-traded funds).

How to Invest

You can invest in this Core Four portfolio through Vanguard mutual funds or Vanguard ETFs (Exchange Traded Funds).

iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)

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iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) is a popular bond exchange traded fund. This index fund invests in high quality U.S. corporate bonds.

This iShares fund is tracking track the investment results of an index composed of U.S. dollar-denominated, investment grade corporate bonds. This bond fund utilizes its assets to purchase U.S. investment grade corporate bonds. This ETF offer access to 1000+ high quality corporate bonds in a single fund.

This bond fund use to seek stability and pursue income. The 12-month yield is 3.25%. This top fund also has 0.15% annual expense ratio. The market price is currently traded at 0.03% discount of its NAV.

LQD Fund Profile

    iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
  • Fund Inception Date: July 22 2002
  • Ticker Symbol: LQD
  • CUSIP: 464287242
  • Rank in category (YTD): 50%
  • Category: Corporate Bond
  • Yield: 3.25%
  • Capital Gains: -
  • Expense Ratio: 0.15%
  • Total Assets: $ 33.65 billion

Permanent Portfolio: 4 Fund

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Permanent portfolio is one of well-known 4-fund investment portfolios. This permanent portfolio is introduced by free-market investment analyst Harry Browne in 1980.

This lazy portfolio is a buy-and-hold portfolio that contains a healthy allocation to gold. The portfolio holds equal allocations of gold, domestic stocks, short-term treasury bonds, and long term treasury bonds.

Who is Harry Browne?

Permanent Portfolio: 4 FundHarry Browne was an American writer, politician, and investment advisor. He was the Libertarian Party's Presidential nominee in the U.S. elections of 1996 and 2000

Rules of Permanent Portfolio

The rules of Permanent Portfolio is simple. It invests its 25% allocation gold, domestic stocks, short-term treasury bonds, and long term treasury bonds.

This 4 fund portfolio is well like by followers in Bogleheads.

FMI International Fund (FMIJX)

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FMI International Fund (FMIJX) is one of the best stock mutual funds. This mutual fund has delivered consistent performance. This equity mutual fund is popular among investors.

FMI International Fund (FMIJX) Profile

This FMI International Fund objective is to provide capital appreciation. The fund manager will invest mainly in a limited number of large capitalization (namely, companies with more than $5 billion market capitalization at the time of initial purchase) value stocks of foreign companies (also referred to as non-U.S. companies).

This FMI fund typically invests at least 65% of its total assets in the equity securities of non-U.S. companies. The majority of the fund's investments will be in companies that have global operations rather than in companies whose business is limited to a particular country or geographic region. The fund is non-diversified.

FMIJX Fund Details

    FMI International Fund (FMIJX)
  • Fund Inception Date: December 2010
  • Ticker Symbol: FMIJX
  • CUSIP: 302933304
  • Fund Manager: FMI Funds Inc
  • Net Assets: $7.9 Billion
  • Beta (3yr): 0.47
  • Category: Foreign Large Blend
  • Yield: 2.81%
  • Expense Fee: 0.94%
  • Min to Invest: $2,500
  • Capital Gains: N/A
  • Number of Years Up: 5 years

Couch Potato Portfolio

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Couch Potato portfolio is one of well-known 3-fund investment portfolios. This coach potato portfolio is introduced by Scott Burns. It is also known as Andrew Tobias' Three Fund portfolio.

Who is Scott Burns?

Scott Burns is a newspaper columnist and author. He has covered personal finance and investments for over 30 years. He is known for creating the "Couch Potato Portfolio" investment strategy. This investment strategy advocates the use of index funds over managed funds or stock-picking.

Rules of Couch Potato Portfolio

Couch Potato PortfolioThe rules of Scott Burns’ Couch Potato Portfolio is simple. It invests its 33% allocation to inflation-protected securities, 34% allocation to US stock market, and 33% to international stock market. It mainly invest in US, international stock, and bond market (TIPS).

How to Invest

You can invest in this Couch Potato Portfolio through mutual funds or Exchange Traded Funds (ETFs). Below are the list.

Fidelity International Growth Fund (FIGFX)

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Fidelity International Growth Fund (FIGFX) is a popular international stock mutual fund. This mutual fund is provide a decent dividend yield to investors.

Fidelity International Growth Fund (FIGFX) Profile

This Fidelity International Growth Fund (FIGFX) objective is to provide long-term capital growth. This mutual fund invests mainly in non-U.S. companies with growth potential. It also invests in emerging markets.

FIGFX Fund Profile

    Fidelity International Growth Fund (FIGFX)
  • Fund Inception Date: October 31, 2007
  • Ticker Symbol: FIGFX
  • CUSIP: 06828M884
  • Fund Manager: Jed Weiss
  • Net Assets: $1.9 Billion
  • Beta (3yr): 0.78
  • Category: Foreign Large Blend
  • Yield: 1.09%
  • Expense Fee: 0.99%
  • Min to Invest: $2,500

Taylor Larimore’s Three-Fund Portfolio: 60/40

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Taylor Larimore’s Three-Fund Portfolio is a well-known 3-fund investment portfolio. This 3 fund portfolio is introduced by Taylor Larimore. Taylor Larimore is well known professional investor among Boglehead.

Who is Taylor Larimore?

Taylor Larimore was labeled by MONEY magazine as "The Dean of the Vanguard Diehards." Jack Bogle, founder of Vanguard Group, calls Taylor "King of the Bogleheads." Taylor is extraordinarily well-versed after having spent most of his 83 years in the real world of finance and investments

Rules of Taylor Larimore’s Three-Fund Portfolio

Taylor Larimore’s Three-Fund PortfolioThe rules of Taylor Larimore’s Three-Fund Portfolio is simple. It invests its 60% allocation to world-wide stocks (42% in US stocks and 18% in international stocks) and 40% to bonds. It mainly invest in US, international stock, and bond market.

This portfolio is well like by followers in Bogleheads.

How to Invest

You can invest in this Taylor Larimore’s Three-Fund Portfolio through mutual funds or Exchange Traded Funds (ETFs).

Popular Mutual Funds in 2017

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Find the popular mutual funds in 2017. This mutual fund include stock, bond, and hybrid funds.

Invest in Popular Mutual Funds

As a prospective investor, you need to ask whether you should invest in the biggest and most popular mutual funds. Can you get the extra return with these popular mutual funds? You can find many companies which provide ratings on mutual funds including Morningstar, US News, Lipper, Forbes, Money, Kiplinger, etc.

Index Funds

Popular Mutual Funds in 2017Index funds are popular funds in 401k plan or retirement account (IRA). Some of the best index mutual funds are provided by Vanguard & Fidelity.

Pros:
  • Index funds are cheaper than actively managed stock funds in term of expenses.
  • The funds may provide diverse selection of US companies than funds tracking the index such as S&P 500, etc.

Baron Emerging Markets Fund (BEXFX)

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Baron Emerging Markets Fund (BEXFX) is one of the best emerging markets stock mutual funds. This mutual fund is popular among investors.

Baron Emerging Markets Fund (BEXFX) Profile

This Baron Emerging Markets Fund objective is to provide long-term capital appreciation. This mutual fund invests mainly in non-U.S. companies of all sizes with significant growth potential.
The majority of investments are in companies domiciled in developing countries, and the Fund may invest up to 20% in companies in developed and frontier countries. It is a diversified mutual fund.

BEXFX Profile

    Baron Emerging Markets Fund (BEXFX)
  • Fund Inception Date: December 30, 2010
  • Ticker Symbol: BEXFX
  • CUSIP: 06828M884
  • Fund Manager: Michael Kass
  • Net Assets: $3.3 Billion
  • Beta (3yr): 0.77
  • Category: Diversified Emerging Markets
  • Yield: 0.13%
  • Expense Fee: 1.38%
  • Min to Invest: $2,000
  • Capital Gains: N/A
  • Number of Years Up: 4 years

Rick Ferri’s 60/40 Portfolio: Two Fund Portfolio

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Rick Ferri’s 60/40 Portfolio is a well-known 2 fund portfolio. This 2 fund portfolio is a well-known lazy portfolio. Rick Ferri is well known investor professional among Boglehead.

Who is Rick Ferri?

Rick Ferri, also known as Richard Ferri, is a financial analyst, author, speaker, former adviser, and founder of Portfolio Solutions, LLC. He has written various financial articles.

Rules of Rick Ferri’s 60/40 Portfolio

The rules of Rick Ferri’s 60/40 Portfolio is simple. It invests its 60% allocation to world-wide stocks and 40% to bonds. It mainly invest in US, international stock, and bond market.

This portfolio is well like by followers in Bogleheads.

How to Invest

Rick Ferri’s 60/40 Portfolio: Two Fund PortfolioYou can invest in this Bogle’s 50-50 Portfolio through mutual funds or Exchange Traded Funds (ETFs). Below are the list. You can buy these investment funds through your brokerage.

Vanguard Mutual Funds

  • Vanguard Total Bond Market Index Fund (VBMFX)

T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX)

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T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) is one of top rated US stock mutual fund. It invests mainly in small growth companies.

T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) Profile

This T. Rowe Price QM U.S. Small-Cap Growth Equity Fund objective is to provide long-term growth of capital by investing primarily in common stocks of small growth companies. This stock fund invests most of its assets in equity securities issued by small-cap U.S. growth companies.

This T. Rowe Price fund seeks to invest in a broadly diversified portfolio of securities to minimize the effects of individual security selection on fund performance.

PRDSX Fund Profile

    T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX)
  • Fund Inception Date: 05/24/2001
  • Ticker Symbol: PRDSX
  • CUSIP: 779917103
  • Rank in category (YTD): 67%
  • Category: Small Growth
  • Yield: 0.00%
  • Capital Gains: -
  • Expense Ratio: 0.81%

Bogle’s 50-50 Portfolio

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Bogle’s 50-50 Portfolio is popularized by Jack Bogle. Jack is the 88-year old founder of Vanguard Group. Vanguard is one of the world's largest mutual fund companies.

Rules of Bogle’s 50-50 Portfolio

The rules of Bogle’s 50-50 Portfolio is simple. This two funds portfolio invests its 50% allocation to U.S. stocks and 50% to bonds via index funds. It mainly invest in US stock only and US bond market only. This means he doesn’t invest in international stocks. Bogle also doesn’t invest in currency and other asset classes such as international stocks, and international bonds.

This portfolio is well like by Bogle followers in Bogleheads. Some people may consider this type of investment portfolio as moderate allocation portfolio.

How to Invest

Bogle’s 50-50 PortfolioYou can invest in this Bogle’s 50-50 Portfolio through mutual funds or Exchange Traded Funds (ETFs). Below are the list. You can buy these investment funds through your brokerage.

Note: The performance may be slightly different due to expense fee, tracking error, active management funds, etc.

Mutual Funds

Vanguard Mutual Funds

  • Vanguard Total Bond Market Index Fund Investor Shares (VBMFX)

Parnassus Mid Cap Fund (PARMX)

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Parnassus Mid Cap Fund (PARMX) is one of the top rated stock mutual fund. This equity fund has delivered consistent returns. This fund invests in mid-sized companies.

Parnassus Mid Cap Fund (PARMX) Profile

This Parnassus Mid Cap Fund objective is to provide capital growth. The fund invests mainly in medium-sized companies. The fund's managers consider a mid-sized company to be one that has a market capitalization between that of the smallest and largest constituents of the Russell Midcap Index measured at the time of purchase. The Russell Midcap Index contains about 800 of the smallest companies in the Russell 1000 Index. The fund may also invest up to 20% of its net assets in smaller- and larger-capitalization companies.

PARMX Profile

    Parnassus Mid Cap Fund (PARMX)
  • Fund Inception Date: April 29, 2005
  • Ticker Symbol: PARMX
  • CUSIP: 701765885
  • Fund Manager: Matthew D. Gershuny and Lori A. Keith
  • Net Assets: $2.3 Billion
  • Beta (3yr): 0.84
  • Category: Mid-Cap Blend
  • Yield: 0.35%
  • Expense Fee: 0.99%

Mairs & Power Growth Fund (MPGFX)

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Mairs & Power Growth Fund (MPGFX) is one of the best large blend mutual funds. This mutual fund is popular among investors. It is one of Kiplinger’s best 25 mutual funds, Kip 25.

Mairs & Power Growth Fund (MPGFX) Profile

This Mairs & Power Growth Fund objective is to provide shareholders with a diversified portfolio of common stocks, which have the potential for above-average, long-term appreciation. This mutual fund invests mainly in US stock companies. I may also invest in securities of foreign issuers which are listed on a United States stock exchange or are represented by American Depositary Receipts.

The fund invests in high quality companies, which are characterized by earnings that are reasonably predictable, have a return on equity that is above average, hold market dominance and have financial strength.

Profile

    Mairs & Power Growth Fund (MPGFX)
  • Fund Inception Date: November 6, 1958
  • Ticker Symbol: MPGFX
  • CUSIP: 560636102
  • Fund Manager: Mark L. Henneman and Andrew R. Adams
  • Net Assets: $4.6 Billion
  • Beta (3yr): 0.94
  • Category: Large Blend

Top Performing US Stock ETFs in 2017

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Find top performing US stock ETFs in 2017. The best performing exchange traded funds are Renaissance IPO ETF (IPO), PowerShares QQQ ETF (QQQ), and Pacer Trendpilot 100 ETF (PTNQ).

Best US Equity ETFs in 2017

These exchange traded funds are sorted based on its year-to-date performance in 2017. The US stock fund invests mainly in US companies stocks. The US stocks may include large companies, mid-size companies and small size companies.

Most of US stock ETFs are index ETFs. Index ETFs typically have low expense ratio. These investment funds also may offer some yield for income. Actively managed funds are also available nowadays.

The top 5 performing US stock ETFs in 2017 are:
    Top Performing US Stock ETFs in 2017
  1. Renaissance IPO ETF (IPO)
  2. PowerShares QQQ ETF (QQQ)
  3. Pacer Trendpilot 100 ETF (PTNQ)

Fidelity New Millennium Fund (FMILX)

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Find details about Fidelity New Millennium Fund (FMILX). As one of the best stock mutual funds, it has delivered consistent performance. This equity mutual fund is popular among investors.

Fidelity New Millennium Fund (FMILX) Profile

This Fidelity New Millennium Fund objective is to provide capital growth. The fund manager will try to identify early signs of long-term changes in the marketplace and focusing on those companies that may benefit from opportunities created by these changes by examining technological advances, product innovation, economic plans, demographics, social attitudes, and other factors, which can lead to investments in small and medium-sized companies.

Profile
    Fidelity New Millennium Fund (FMILX)
  • Fund Inception Date: November 1992
  • Ticker Symbol: FMILX
  • CUSIP: 316200302
  • Fund Manager: John D. Roth
  • Net Assets: $3.2 Billion
  • Beta (3yr): 1.01
  • Category: Large Growth
  • Yield: 1.07%
  • Expense Fee: 0.57%

Best No Load Mutual Funds

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The top 8 MEPB Financial is a list of our best no load mutual funds. We prefer funds run by seasoned managers who take a long vision and have established themselves. We also like index funds. We also prefer no sales load fund and has low average fees.

Top Mutual Funds

To invest in mutual fund, my advice is simple. Find the no load and low expense fee mutual funds, and ignore the stock market. Also, you may need to diversify through different market sectors such as bond or stock funds. I have chosen these best mutual funds for long term investing. Whether it is a bear market or bull market, these top funds should provide great return for 2017 and beyond.

The 8 best no load mutual funds are:
    Best No Load Mutual Funds
  1. DoubleLine Total Return Bond Fund (DLTNX)
  2. Vanguard Total Stock Market Index Fund (VTSMX)
  3. Dodge & Cox Stock Fund (DODGX)
  4. Vanguard Total International Stock Index Fund (VGTSX)
  5. T. Rowe Price Blue Chip Growth Fund (TRBCX)

Top 5 High Yield Bond Mutual Funds for 2017

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Are you ready to invest in top 5 high yield bond mutual funds for 2017? You will find details of best fixed income funds in this article.

What is High Yield Bond Mutual Funds?

Top 5 High Yield Bond Mutual Funds for 2017High-yield bond funds invest mainly in lower-quality bonds, which are riskier than those of higher-quality companies. These mutual funds typically offer higher yields than other types of funds. These funds are also more vulnerable to economic and credit risk.

High yield bond funds mainly invest in U.S. high-income debt securities where at least 65% or more of bond assets are not rated or are rated by a major rating agency such as Standard & Poor's or Moody's at the level of BB (considered speculative for taxable bonds) and below.

Best High Yield Bond Mutual Funds 2017

Top 5 high yield bond mutual funds for 2017 are:
  1. Artisan High Income Fund (ARTFX)
  2. Fairholme Focused Income Fund (FOCIX)
  3. Fidelity Capital & Income Fund (FAGIX)