Appreciate these update posts. I've been running this portfolio for a year or so now. I'm trying to settle on the TIPS ETF for the next 20-30 years to hold. Hopefully, we'll see a year end post as well?This post documents the monthly return and asset-class weights as of March 31, 2024 of the (free-float) Global Stock-and-Bond Portfolio or, if you prefer, William Sharpe's Market Portfolio. Here's a link to the previous entry.
The March 2024 return was:As of March 31, 2024 the weights were:
- Global Stock-and-Bond Portfolio: ((62.08% X 3.15% (global stocks)) + (37.92% X 0.98% (global bonds))) = 2.33% (USD)
- Global stocks: Vanguard Total World Stock ETF (VT) NAV return
- Global bonds: Vanguard Total World Bond ETF (BNDW) NAV return
For practical investing purpose, I think that the Vanguard LifeStrategy Moderate Growth Fund (VSMGX) is a close-enough approximation of the Global Stock-and-Bond Portfolio with a moderate home bias justified by the slightly higher risks (political, etc.) and costs of foreign investing. Conveniently, it can be used as a One-Fund Portfolio. Its March 2024 return was 2.25%.
- Global stocks: $80,791,615 million USD Market cap -- 62.46%
- FTSE Global All Cap Index (GEISLMS) -- Net MCap
- Global bonds: $48,554,930 million USD Market cap -- 37.54%
- FTSE World Broad Investment-Grade Bond Index (WBIG) -- Market Value
Here's a growth chart of the Global Stock-and-Bond Portfolio (and Vanguard's LifeStrategy Moderate Growth Fund (VSMGX)) from December 31, 2020 to March 31, 2024:
Statistics: Posted by bmstrong — Fri Nov 29, 2024 8:23 am — Replies 737 — Views 178445