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URL:  http://boards.fool.com/rip-van-winkle-portfolio-20520675.aspx

Subject:  Rip Van Winkle Portfolio Date:  3/22/2004  12:22 AM
Author:  zorba777 Number:  39928 of 75540

The March 2004 issue of "Money" had an interesting article... setting up an investment plan to be effective for the next twenty years, that would need only minimal maintenance and stress cost as well as tax efficiency.... [sounds like the themes i read on these message boards ;-)]

The following portfolios were proposed (only dollar cost averaging and annual rebalancing would be required for maintenance)

TAX-SHELTERED ACCOUNTS
(John Bogle, Founder of Vanguard)

40% Vanguard Total Stock Market Index
30% Vanguard Intermediate-Term Bond Index
10% Vanguard Total International Stock Index
10% Vanguard Inflation-Protected Securities
10% Pimco Foreign Bond D


TAXABLE ACCOUNTS
(William Bernstein, Efficient Frontier Advisors)

30% Vanguard Tax-Managed Growth & Income
20% Vanguard Intermediate-Term Tax-Exempt
20% Vanguard Limited-Term Tax-Exempt
15% Vanguard Tax-Managed Small-Cap
15% Vanguard Tax-Managed International

Other than the well known names, I have very little knowlegde about the other funds... any takers to critique these portfolios?? good or bad...


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