Tagged Questions
9
votes
5answers
149 views
What to sell when your financial needs change, stocks or bonds?
Say I have a portfolio composed of 80% index funds, and 20% bonds. This portfolio was created under the assumption I would have a relatively large income, and wouldn't need to withdraw any funds for a ...
7
votes
2answers
2k views
Where can I find open source portfolio management software?
I am looking for open source code that allows me to do something like Morningstar, but with full export facility, not partial like here, and only for low-cost index funds. I don't want to create a ...
6
votes
3answers
460 views
Where are Bogleheadian World ETFs or Index funds?
The term bogleheadian is a bit ambiguous term but its simplification means low-cost, diversified, tax-efficient -- solutions. The slant is ETFs or index funds.
William Bernstein wrote in some of his ...
