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Investment Strategies / Mechanical Investing
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Author: rayvt   😊 😞
Number: of 5386 
Subject: Re: Need advice for transitioning to Index funds
Date: 12/11/25 6:44 PM
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No. of Recommendations: 7
Well, well, well, now I have another take.

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

https://testfol.io/?s=4iqCmoln6M3 (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.

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