Are VTI And Chill or VOO And Chill Good Investment Strategies?

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

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Transcript:

Easan Arulanantham:

A phrase that’s been going around in my peer group is VTI and Chill or VOO and Chill as an investing strategy for your equities. What are your thoughts on that?

Tom Vaughan:


Yeah, that’s been out there for quite a while. We didn’t have the chill word. But there’s a group called boggle heads that always advocated, you know, basically, there’s really only three or four investments you need at Vanguard, Vanguard VTI, which is total stock market index, P and D, which is total bond market index both for the US fi X us, which is the total international stock market index. And then as of 2013, bn dx, which is the total international bond index, so you take those four, and you could, you know, make a portfolio of you know, very, you know, adequately balanced and essentially don’t have to do anything, certainly don’t have to pay an advisor. And, you know, in Vanguards, internal costs have very, very low. And I actually advocate that I think that’s a great idea, up to a certain dollar amount. Because personally, you know, when I get over a $500,000, I don’t want to have everything in Vanguard. I like Vanguard, I think they’re great. But, you know, I don’t want to have anything, all my stuff in any one company period. And just because, you know, like, for example, with Exchange Traded Funds therapists, exchanged on the secondary market, and never know what’s going to happen there as far as that goes.

So, I do think you need some more diversified pieces. But, you know, up to a certain dollar amount, I there’s nothing wrong with that. That’s an easy way of just kind of building up some money. And, and we actually do some of that with smaller accounts, as far as that goes. Because, you know, sometimes to get $10,000 is not enough money to even buy, you know, the right number of shares of some of these, you know, overall portfolios. So we’ll make them a little bit simpler. And so no, I think that’s a great concept. I think it’s something everybody should look at, I do think, you know, unless you’re really into it and want to go buy and sell stocks and options, and all these different types of things, which I have no problem with, either. If you’re just looking to kind of set it and forget it, that that’s not a bad way to go. You don’t often have access to those the way we need to inside of a 401k. You know, there’s some that are sort of like that inside the 401k. So and a lot of money that I look at is in 401k. So that’s kind of an issue. But yeah, there’s nothing wrong with that. It’s not a bad, not a bad concept altogether. That’s for sure.

Easan Arulanantham:


Yeah. And one thing to highlight is, though, is I think this is a great for accumulate when you’re accumulating money. But I think the trouble is, when you’re when there’s a down market, with these stocks, you’re taking the entire prompt, there’s less control again, so you got to be careful.

Tom Vaughan:


Yeah, exactly. Yeah. It’s, uh, there’s, there’s pros and cons to every strategy out there. And so that, you know, overall, I would say I’m a pro of that strategy, but you know, there are some issues with it. And I don’t want to put you know, $2 million in those four pieces, or those two pieces you mentioned VTI V. Oh, that’s, that seems like too much for me. Honestly, I don’t want that kind of risk. The time it takes to accumulate that kind of money. You definitely want to be careful and not have it disappear because of some silly thing. Like just putting too much in any one place.

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

By participating in any of these live streams, you agree that any questions submitted by you might be used by us in the future on this YouTube channel. We will not share your personal information.

If you have questions, please write to us at: asktom@talkmoneywithtom.com.

  • MoneyGuidePro®
  • Advent Software/Black Diamond Reporting
  • Riskalyze, Inc.
  • thinkpipes®
  • Right Capital
  • YCharts, Inc.