Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (10) |
Author: rayvt ✧☼🐝🐝  😊 😞
Number: of 6243 
Subject: Re: Need advice for transitioning to Index funds
Date: 12/11/25 6:44 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 7
Well, well, well, now I have another take.

Backtest of these 5:
SPGP
BRK-B
RSP
FCNTX
VASGX

testfol.io: Portfolio Backtester for ETFs and Asset Allocation (check the Logarithmic scale box)

Limited by SPGP inception 6/16/2011
RSP not so hot. Lower return but same volatility.
SPGP about the same as BRK, but worse Max DrawDown.

Remove SPGP so limited by RSP inception 4/30/2003.
RSP & BRK about the same.

Sadly, the only thing which recommends VASGX is the slightly lower volatility.

Remove RSP, we can go back to 5/9/1996.
Y'know, I'd still go with FCNTX.
Or BRK. But I'm concerned that BRK may be too big these days.

EVERYTHING got clobbered in the 2008/2009 crunch. All lost 50%.
RSP lost 60%. Ugh.

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to rayvt here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 6,227 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
Unthreaded | Threaded | Whole Thread (10) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community