Slides for Review
Low Cost DFA Approved AdvisorsTest
Seven Thoughts on Running Big Money For the Long-Term (2009)
Is Alpha Just Beta Waiting To Be Discovered AQR – updated
ADV2 IntegrityIA 4-2015 (Form ADV Part 2A and 2B)
| Name (Data from Morningstar as of 5/23/14) | Ticker | Stock Industry/ |
Fund Category% Total Return 5 Year% Total Return 10 YearVanguard 500 Index AdmiralVFIAXLarge Blend18.947.89DFA US Large Cap Value IDFLVXLarge Value21.268.64Advantage per year for a value tilt 2.320.75 Name (Data from Morningstar as of 5/23/14)TickerStock Industry/ Fund Category% Total Return 5 Year% Total Return 10 YearVanguard Total Stock Market ETFVTILarge Blend19.518.55DFA Tax-Managed US Marketwide ValueDTMMXLarge Value21.418.89Advantage per year for a value tilt 1.90.34
Like What You've Read?
If so, please join the others who receive exclusive weekly financial tips and tricks, and get a FREE something, title of the free thing!
Subscribe To Our Blog! We helpClients retire without getting killed in taxes!
Free tools & Checklists! Your Retirement will thank you!
Free & valuable information to help you maintain your lifestyle in retirement. We cover Vanguard indexing, DFA and factor investing (value, small cap, high profit, momentum). Free tools & market insights.
See why you may need a low-cost, fee only Advisor who is a fiduciary for you 100% of the time.
You have successfully subscribed. Thank you! Here are some free resources - Video - A note from your future self - https://youtu.be/HKMYTLyhOGU 5 Free Checklists That May Save You Thousands – Really! Countless people need help in these areas. Checklists include: end of year tax planning, funding a child's college education, caring for aging parents, items to consider before you retire, critical documents to keep on file. Please like & share with family & friends. You can download the PDFs for free. https://www.integrityia.com/5-free-checklists-that-may-save-you-thousands-really/