Three-quarters of Americans agree the country is facing a retirement crisis, making research around the topic more relevant than ever. We dug into the data on every angle of retirement and compiled the most important statistics below. Read on to learn about what today’s retirees face, from financial challenges to lifestyle decisions and more.

https://annuity.org/retirement/retirement-statistics/
Does the chart below appear to be for a couple or an individual? If single, $100K / yr (for a couple) in retirement spending seems like a high hurdle to achieve. But wait... housing costs wouldn't double, would they for a couple? Are these studies forgetting that, in reality, many retirees have a wife, life partner, or family member that share many of these expenses. Also, some of these numbers are additive (take a look at telephones services...the subgroup costs add up to the bold number. The housing numbers don't add up...what gives?

In the interest of clarification (or perhaps obfuscation if you read the following), Brandywine funds and BrandywineGLOBAL (caps in original) funds are completely different.
As I described in this AMG thread, Brandwyine funds were affiliated with and then acquired by AMG a couple of decades ago. They were rebranded AMG Brandywine, and earlier this year completely overhauled. The original management company Friess Associates was jettisoned as submanager. Friess then relaunched Brandwine funds as Friess Brandywine.
Legg Mason acquired acquired Brandywine Asset Management Inc. in early 1998. On August 17, 1998, Legg Mason launched Brandywine Small Cap Portfolio, managed by Brandywine Asset Management. It was a fund designed for institutional investors ("pension plans, endowments, and foundations"), and was based on a private portfolio managed by Brandywine Asset Management.
https://www.sec.gov/Archives/edgar/data/1052864/0000950169-98-000952.txt
As of Dec 29, 1999, "Shares of the Brandywine Small Cap Portfolio [were] no longer being offered." Legg Mason's Brandywine moniker seemed to have vanished for several years.
https://www.sec.gov/Archives/edgar/data/1052864/000095016899003221/0000950168-99-003221.txt
Then in early 2006, Brandywine Assset Management changed its name to Brandywine Global Investment Management LLC. Shortly thereafter, Legg Mason launched what appears to be the first Brandywine Global submanaged fund: GOBIX, then called Global Opportunities Bond Fund.

Prior to April 30, 2012, the fund was a series of a corporation named Legg Mason Charles Street Trust, Inc. ... Effective October 5, 2009, ... the fund’s name [was changed] from Global Opportunities Bond Fund to Legg Mason Global Opportunities Bond Fund. Effective May 21, 2010, ... the fund’s name [was changed] from Legg Mason Global Opportunities Bond Fund to Legg Mason BW Global Opportunities Bond Fund.

https://www.sec.gov/Archives/edgar/data/1474103/000119312512175846/d296312d485bpos.htm
The insertion of BW was the first time "Brandywine" seeped into the Legg Mason funds' names. But it was cosmetic; nothing about the management of the funds changed.
On Dec 29, 2017 the rebranding was complete, though again it was merely cosmetic:

Effective December 29, 2017, the fund will be renamed BrandywineGLOBAL – Global Opportunities Bond Fund.
* * * * * *
The change to the fund’s name is being effected as part of a rebranding of Legg Mason funds subadvised by Brandywine Global Investment Management, LLC (“Brandywine Global”). Legg Mason Partners Fund Advisor, LLC continues to serve as the investment manager to the fund, and Brandywine Global continues to serve as subadviser. The fund’s investment objectives, strategies and policies are not changing as a result of the name change.

https://www.sec.gov/Archives/edgar/data/1474103/000119312517331311/d473516d497k.htm
The point of this story is that BrandywineGlobal funds are from Legg Mason. And unlike funds from other Legg Mason subsidiaries like Western Asset Management or Royce, the BrandywineGlobal funds are purely Legg Mason creations. There were no publicly offered BrandywineGlobal funds before Legg Mason launched them.
That makes DHHIX different from other BrandywineGlobal funds. It is more like the Western Asset Management funds that carried on after the management firm was acquired. Here, Legg Mason (now Franklin Templeton) isn't acquiring Diamond Hill, but it is hiring the fund's complete management team.
https://mutualfundobserver.com/discuss/discussion/57682/brandywine-global-investment-management-llc-to-acquire-diamond-hill-s-focused-high-yield-corp-cr

Obviously the Diamond Hill HY team is great, I've been with them for years and very happy. My existing Brandywine fund (LFLAX) has been just as great in its own right.

You might want to explain what you mean by "just as great in its own right." It must include metrics beyond TR but I'm not seeing how any other metrics could cause someone to see these two HYB funds as "equally great."
TR 1yr, 3 yr, 5yr, Life
DHHIX: 17.3%, 10.6%, 10.3%, 9.1%
LFLAX: 5.6%, 7.0%, 5.9%, 6.2%

https://www.marketwatch.com/story/heres-where-jpmorgan-is-seeing-stock-bargains-as-the-bank-lifts-its-end-year-s-p-500-target-to-4-600-11626779492-inflation
Stocks are looking up for Tuesday, perhaps a sign the market’s teflonlike tendencies that have helped it shake off crisis after crisis remain. Assets took a dive on Monday amid fears highly contagious coronavirus variants could thwart a “back-to-normal” economy.
Spy500 4600 think we can make it??

this is good analysis
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20210720&instance_id=35760&nl=paul-krugman&productCode=PK&regi_id=22268089&segment_id=63917&te=1&uri=nyt://newsletter/2a6099f2-eaed-52f5-afc8-ac4b5477aca6

Thanks Charles. Great comparison.
RPGAX invests 10% in hedge fund while VGWAX has none. This is also reflected in the lower ER with VGWAX, 0.34% (Admiral shares) vs. 0.95%.
The equity portion of RPGAX invested in both value and growth stocks or "blend" style. VGWAX is traditionally a value fund.

Good one Bobpa. So far, numbers quite comparable ...

Added soxl vde brk.b yesterday /Keep dca into vpccx vang2045
Sold one corp private restaurant bond +46% (exclude 6% annual div) since bought it 7 yrs ago
Set sale limits soxl @44.3
Been trading private aggressive volatile stocks very short term but not doing that well/prob will stop trading soon ( very small amount though only ~ 0.7% of portfolio)
May get rid some T corporation bond today. Gain so much that over past 10 yrs
Got letter tsp/401k - over weekend, +38% past 12 months, passive investing ( did not include past few wks where market slowly heading down)
Portfolio ~ 87% stocks 13% fixed income.
Vanguard private acct ~ +9.7% annually past 10 yrs, not as good as dji though
Anyone adding to bonds jnk?
https://www.nasdaq.com/articles/2021-midyear-report:-the-best-and-worst-dividends-to-buy-now-2021-07-20

BCOIX and DODIX were up 0.50% and 0.21% respectively.
VUSFX was flat.
All my equity funds were down 0.77% - 1.88%.

Ethereum's co-founder...."I QUIT". He doesn't like the risk profile.
LINK

FRTY +.89%, PTIAX +.43%, MIGPX +.28%. However, MSAUX -2.52% leads the many losers.

Futures are trending downward for tomorrow. Even though S&P is down 1.5%, it is still up over 10% for the year.

You might want to check that...
https://www.cnbc.com/pre-markets/

Sweet article.
Thank you Lewis and Sven for sharing.
Glad to see the fund coming into its own.
Here's comparison of a D&C "equivalent" portfolio (60 / 40 DODWX / DODLX) with VGWAX, since the latter's launch. Better overall return and indeed less volatility.

Futures are trending downward for tomorrow. Even though S&P is down 1.5%, it is still up over 10% for the year.

Hi @bee
Yes, FRIFX was replaced a number of years ago; when we moved more towards growth equity holdings. The fund remains quite unique for it's holdings in the real estate area and continues to be well managed in this sometimes erratic sector. The mix generally holds about 50/50 for equity, and for the most part, real estate junk bonds.
FUND COMPOSITION

@catch22,
Thanks for that "catch"...FRIFX (a fund you once held) gets a 100% buy from your link.

Hi @Sven et al
Investment grade bonds have been clawing and scratching their way to positive returns over the past month or so; and have a big bump up (lower yields/higher pricing) so far today (July 19). The below link is for the etf AGG, and similar results show for various IG bonds.
***This is an active site page that you may save and use. Enter any valid symbol (top of page) to discover technical indicators. Additionally, the current quote/price is very close to real time values. I view, in particular, the 1 month, last week, yesterday (prior trade day) and current "red or green with % change). Strength and direction gauges also may provide useful information for current pricing. Plug in one of your symbols to discover what you see and know for a comparison of recent technical actions. YES, this is short term; but has provided clues for me, to possible arriving directions.
Technical indicators
I do not rely strictly upon technical indicators, but they reflect the actions of money/cash flows, IMHO.
Part of the current and remaining fundamentals investing side is COVID and breakthrough COVID cases.
A recent write here from the Chicago area (I accept that the information is accurate).
And of course, still too many wild ones in Michigan testing their no-vacc immune systems, who are mingling among the many 1,000's who travel from the Chicago area to enjoy the coast line of Lake Michigan.
Lastly, NO portfolio changes at this time; but watching our equity growth side getting serious face slaps.
Regards,
Catch

I dialed down a few funds over the last 4 or 5 weeks & now looking to dial some value funds I bought at Vanguard , down. These were purchased in Nov. 2020. Thankfully they were in tax advantage account.
Are you in the sell, buy, or holding pattern ???
Stay Kool, Derf

At some point in the next five to 10 years, when each of us becomes the owner of a sovereign-backed digital currency, we will look back on the summer of 2021 as a turning point.
The message delivered last week by the Bank for International Settlements in its annual report could not be more clear. Most central banks will soon issue their currency in digital form, making it directly available to each of us on our mobile phone and instantly exchangeable over long distances — just like email.

central banks will soon issue their currency in digital form

@Sven
VWIGX
GISOX
Maybe PRIDX as a Small Cap International choice as well.
I try to take a long term view when I venture internationally / globally due to volatility concerns. Volatility management led me to VMVFX (a Min Vol Fund). Charting funds against VMVFX offers one way of determining whether volatility is trending up or down against say a low vol fund such as VMVFX (a global fund).
Here's GISOX compared to VMVFX...more "positive volatility" exhibited by GISOX since inception.