Thursday, April 25, 2019

Great Investments for Getting Started - Morningstar Video

Here is the link.

Asset allocation

hands off hands on - care to spend on time to invest

Hands on asset allocation

ETF

2:05/ 7:07

Vanguard total world stock index ETF VT (ARCX)

3:32/ 7:07

Vanguard total bond market ETF


Hands off asset allocation

Vanguard target retirement 2040 - VFORX


Actively managed funds

5:16/ 7:07
T. Rowe Price Spectrum Growth
PRSGX
Actively manged fund - growth

2009 $10,000
2019 $40,000

6:24/ 7:07
Dodge & Cox Stock
DODGX
Category Large Value
Morning star  ***
Expense ratio  0.52%
Yield   1.11%

6:30/ 7:07
Dodge & Cox International stock
DODFX

Category: Foreign Large Value
Morningstar ratio: ***
Expense ratio: 0.65%
Yield: 1.38%

6:32/ 7:07
Dodge & Cox Balanced
DODBX

Category Moderate Allocation
Morningstar Rating ***
Expense ration 0.53%
Yield  2.11%

6:40/ 7:07
Dodge & Cox Global Stock DODWX

Category World stock
Total Assets  $1.9 bil
Expense Ratio: 0.74%
Yield  0.86%





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