4 ETFs You Can Hold Forever

Ted

FYI; The trend of money flowing towards robo-advisers and passive asset allocators is one that is likely to continue in the current market environment. Amid the more recent backdrop of low volatility capital appreciation in stocks and bonds, it seems that the natural evolution is to put your portfolio on auto-pilot or give it to someone who is just going to rebalance it quarterly.
Regards,
Ted
http://investorplace.com/2015/02/vti-vxus-bond-gaa-4-etfs-can-hold-forever/print

Bitzer

My research indicated that the 2014 performance for BOND is substantially better than it's counterpart, PTTDX. I thought that BOND and PTTDX have similar holdings and the only real difference is that BOND is an ETF while PTTDX is a mutual fund. What's going on, am I missing something?

Ted

@Bitzer: Althought this is a little dated, I believe Jason Zweig explains the difference in the two fund. If you look at a M* Snapshot of both funds you will see some difference in sector weighting, and percentage in top ten holdings.
Regards,
Ted
(Click On Article Title At Top Of Google Search)
https://www.google.com/search?newwindow=1&site=&source=hp&q=Upstart+Fund+Beats+its+Daddy,”+&oq=Upstart+Fund+Beats+its+Daddy,”+&gs_l=hp.3..0i22i30.7308.7308.0.10138.1.1.0.0.0.0.155.155.0j1.1.0.msedr...0...1c..61.hp..0.1.154.tIbzVN5VMn8

M* BOND Portfolio:
http://portfolios.morningstar.com/fund/summary?t=BOND&region=usa&culture=en-US

M* PTTDX Portfolio;
http://portfolios.morningstar.com/fund/summary?t=PTTDX&region=usa&culture=en-US

Bitzer

Thanks @Ted !