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Re: look at small value etfs

I'm left wondering how to decide between VBR and RZV. The expense ratios are 0.09% vs 0.35% respectively, but the size and value differences appear significant within the category. As an accumulator VBR is free to trade for me so the trading fee is enough to break the tie for now, but I do like met...
by Wade Garrett
Sat Aug 23, 2014 10:25 am
 
Forum: Investing - Theory, News & General
Topic: look at small value etfs
Replies: 34
Views: 2989

Re: Bridgeway Omni SCV (BOTSX) vs PXSV

RZV has similar size and value loads, but also has two problems that make it a no-go, in my opinion. 1) Only 150 holdings. 2) Really bad negative momentum. I mean really bad. Look at how it performed in 2008. It's the last small value fund I would consider owning. Do others agree with this assessme...
by Wade Garrett
Thu Aug 21, 2014 10:49 pm
 
Forum: Investing - Theory, News & General
Topic: Bridgeway Omni SCV (BOTSX) vs PXSV
Replies: 31
Views: 2449

Momentum funds

Does anyone own a momentum factor etf? I believe iShares, Schwab, AQR, Guggenheim, and a few others offer momentum etfs. I'm considering adding a small tilt toward momentum. I currently have a medium sized tilt toward small value. The majority of my equity allocation is made up of total market/core ...
by Wade Garrett
Sun Jul 06, 2014 5:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: Momentum funds
Replies: 11
Views: 1146

Roth IRA question

I'm in the process of working on my taxes and just realized that I was ineligible for a 2013 Roth IRA contribution I made in early 2013. My annual income varies from year to year, and it turns out that my 2013 AGI was slightly above the 2013 contribution limit of $127,000 for single or head of house...
by Wade Garrett
Sat Mar 29, 2014 5:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: Roth IRA question
Replies: 4
Views: 452

Websites similar to Mint and Personal Capital

Are there any websites out there similar to Mint and Personal Capital that would allow me to track my investments without handing over my account information (passwords and such)? I'm not trying trying to start a debate about whether Mint and Personal Capital are safe and secure to use. I know their...
by Wade Garrett
Tue Feb 11, 2014 5:59 pm
 
Forum: Personal Consumer Issues
Topic: Websites similar to Mint and Personal Capital
Replies: 4
Views: 567

Re: can you capture the size and value premiums

What about the SCV (RZV) and MCV (RFV) funds from Guggenheim? According to M*, RZV is more of a micro cap value fund and RFV sits somewhere between small and mid value. Both funds look to be extremely valuey, especially RFV if M*'s style box is accurate. I don't own either fund but have always been ...
by Wade Garrett
Fri Sep 06, 2013 9:29 pm
 
Forum: Investing - Theory, News & General
Topic: can you capture the size and value premiums
Replies: 19
Views: 1939

Re: Green Egg BBQ/Smoker

Quality, durability, ease of use and results are all excellent. BGEs aren't cheap, but they'll last for decades if you take care of them. If you cook out fairly often, they're definitely worth the price. The best thing about BGEs IMO are the range of temperatures you can cook at and how quickly you ...
by Wade Garrett
Thu Aug 01, 2013 10:19 pm
 
Forum: Personal Consumer Issues
Topic: Green Egg BBQ/Smoker
Replies: 48
Views: 3394

Cost of having an attorney draft a will

Can some please provide me with a rough estimate of the cost of having an estate lawyer draft a will? I realize this will vary a great deal from lawyer to lawyer depending on several factors. And I know there are services like LegalZoom that are cheaper than using an attorney, and a person can even ...
by Wade Garrett
Mon Jul 22, 2013 6:50 pm
 
Forum: Personal Finance (Not Investing)
Topic: Cost of having an attorney draft a will
Replies: 37
Views: 4646

Re: A spectacular movie, and a terrible movie

Agreed.... Crash was terrible. The fact that it won Best Picture says everything about what the Academy Awards have become. I thought Man On Wire was good, but it didn't blow me away. Agree with gerrym51 that Tinker Tailor Soldier Spy is a great flick and agree with Mark13 that The Lives Of Others i...
by Wade Garrett
Fri Jul 12, 2013 1:15 pm
 
Forum: Personal Consumer Issues
Topic: [Can you recommend]A spectacular movie, and a terrible movie
Replies: 161
Views: 10378

Re: International Small Value fund options

grap0013 wrote:FWIW, I like SFILX/PDN better than DLS.


Thanks for your response. Why do you like SFILX/PDN better than DLS? I was not familiar with those funds until now.
by Wade Garrett
Wed Jul 10, 2013 7:53 pm
 
Forum: Investing - Theory, News & General
Topic: International Small Value fund options
Replies: 11
Views: 1321

International Small Value fund options

Can someone more knowledgeable than me explain why there aren’t any (or at least very few) good international small value fund options available to retail investors? I’ve read that DFA has a good ISV fund, but of course it is only available to those investors who use a DFA approved advisor. WisdomTr...
by Wade Garrett
Wed Jul 10, 2013 3:45 pm
 
Forum: Investing - Theory, News & General
Topic: International Small Value fund options
Replies: 11
Views: 1321

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