RBS 189: These Fidelity Funds Beat a Vanguard 3-Fund Portfolio (FQF) episode artwork

EPISODE · Feb 14, 2025 · 35 MIN

RBS 189: These Fidelity Funds Beat a Vanguard 3-Fund Portfolio (FQF)

from The Rob Berger Show · host Rob Berger

Welcome to another edition of Five Question Friday (FQF). Here are the 5 questions:1. Can one Fidelity fund beat the Vanguard 3-fund portfolio?2. How do expense ratios work with fund of funds?3. Concerning the 4% rule, which I believe the analysis runs out for 30 years, if someone starts to take a yearly percentage out of their portfolio at a later age, say in their mid-70s, can the starting point of 4% be safely increased, and to what?4. How to Track a Complicated Portfolio5. What should we make of Vanguard's paper that indicates a better asset allocation for retirement income is a majority of bonds (like 40% equities, 60% bonds!) as opposed to long-established portfolios that are more like 60/40 in favor of equities.  Even Bill Bengen didn't recommend going below 50% equities, right?Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

Welcome to another edition of Five Question Friday (FQF). Here are the 5 questions: 1. Can one Fidelity fund beat the Vanguard 3-fund portfolio? 2. How do expense ratios work with fund of funds? 3. Concerning the 4% rule, which I believe the analysis runs out for 30 years, if someone starts to take a yearly percentage out of their portfolio at a later age, say in their mid-70s, can the starting point of 4% be safely increased, and to what? 4. How to Track a Complicated Portfolio 5. What shou...

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RBS 189: These Fidelity Funds Beat a Vanguard 3-Fund Portfolio (FQF)

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This episode was published on February 14, 2025.

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Welcome to another edition of Five Question Friday (FQF). Here are the 5 questions:1. Can one Fidelity fund beat the Vanguard 3-fund portfolio?2. How do expense ratios work with fund of funds?3. Concerning the 4% rule, which I believe the analysis...

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