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Re: Lazy portfolios: no returns or risk information

Frans- What is your rebalancing method?
by bogle2013
Wed Apr 02, 2014 3:51 pm
 
Forum: Investing - Theory, News & General
Topic: Lazy portfolios: no returns or risk information
Replies: 132
Views: 6575

Re: Lazy portfolios: no returns or risk information

Frans -

Do you think it is possible that Small Cap Value will underperform the next 20 years like it has done in other periods? Or 30 years?
by bogle2013
Mon Mar 31, 2014 6:24 pm
 
Forum: Investing - Theory, News & General
Topic: Lazy portfolios: no returns or risk information
Replies: 132
Views: 6575

Moving 529 Plan to South Carolina

I started two 529 Plans for my daughters (now 3 & 5) using the Nevada 529 Plan with Vanguard. My reason was for simplicity and my state of Georgia did not have a good plan. We moved to South Carolina this year, and it appears that they have a good plan using low fees and Vanguard funds. We have ...
by bogle2013
Wed Mar 26, 2014 2:34 pm
 
Forum: Personal Finance (Not Investing)
Topic: Moving 529 Plan to South Carolina
Replies: 2
Views: 253

Tune out noise and enjoy bull market: JPM's Lee

This quote from the CNBC article made me laugh out loud: Investors will actually want to buy value stocks," Lee said. "I think you want to buy things that have smokestacks. You'll want to buy technology. You really want to buy financials here as well, but you still always want to own healt...
by bogle2013
Thu Mar 13, 2014 3:32 pm
 
Forum: Investing - Theory, News & General
Topic: Tune out noise and enjoy bull market: JPM's Lee
Replies: 3
Views: 693

iBonds Exchange Question

I have been maxing out ibond purchases for the past few years. A question I have had about exchanging the ibonds when real rates rise. For example, lets say I have bought $10,000 of ibonds for 4 years getting me to a total of $40,000. Hypothetically, if the government raises the real rate to 5% (won...
by bogle2013
Fri Jan 03, 2014 4:46 pm
 
Forum: Investing - Help with Personal Investments
Topic: iBonds Exchange Question
Replies: 1
Views: 189

Re: Buying iBonds in my early 30s: Wise or maybe not?

At the current rates, how much tax are we actually talking about? I have been buying i-bonds for the safety and lack of interest rate risk.
by bogle2013
Tue Nov 12, 2013 1:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: Buying iBonds in my early 30s: Wise or maybe not?
Replies: 23
Views: 2320

CNBC Admits Passive has been beating active

The last 5 years have been an anomoly I guess.. :) http://www.cnbc.com/id/101143125 Because the rise in equities over the last five years has been indiscriminate, with all stocks reacting to the same news in the same way, it has been a bad time to try to beat the market by running an active fund, an...
by bogle2013
Sat Oct 26, 2013 8:11 am
 
Forum: Investing - Theory, News & General
Topic: CNBC Admits Passive has been beating active
Replies: 6
Views: 1195

Insurance with all the same company?

We are moving out of state and buying a new house. Interested in thoughts as we need to move all of our insurance (and specifically pick a homeowners insurance company before the closing in a few weeks). Do you recommend shopping around individually for auto and home, or go with 1 company to handle ...
by bogle2013
Thu Oct 24, 2013 12:10 pm
 
Forum: Personal Finance (Not Investing)
Topic: Insurance with all the same company?
Replies: 7
Views: 477

Silton: Money managers respond to criticism of profession

http://www.newsobserver.com/2013/10/19/3289735/andrew-silton-money-managers-respond.html After spending the past several months laying out the case against active money management, alternative investments, and excessive compensation and fees, I’ve received a number of emails and phone calls challen...
by bogle2013
Sun Oct 20, 2013 7:13 pm
 
Forum: Investing - Theory, News & General
Topic: Silton: Money managers respond to criticism of profession
Replies: 1
Views: 411

Re: Buying a house - where to put cash for 1 month?

Our concern was having so much in a money market account at Vanguard. Wondering if it would just be safer at our local bank savings account.
by bogle2013
Wed Oct 16, 2013 11:56 am
 
Forum: Personal Finance (Not Investing)
Topic: Buying a house - where to put cash for 1 month?
Replies: 14
Views: 861

Buying a house - where to put cash for 1 month?

My wife and I will be buying a house in 1 month. We have the cash ready to go - spread out in a few accounts (vanguard, a couple of banks). Where would you recommend we keep the money? More interested in safety and convenience over return.
by bogle2013
Wed Oct 16, 2013 11:47 am
 
Forum: Personal Finance (Not Investing)
Topic: Buying a house - where to put cash for 1 month?
Replies: 14
Views: 861

Re: "For TIPS, Shorter is Better"

Great article - thanks Taylor.

Does VTAPX receive the same tax treatment in a taxable account as VTIP?
by bogle2013
Wed Sep 04, 2013 11:00 am
 
Forum: Investing - Theory, News & General
Topic: "For TIPS, Shorter is Better"
Replies: 25
Views: 2796

Re: Is the Gone Fishin' Portfolio flawed?

the short answer to the subject is a simple: "yes". :) you covered all the bases in your post.
by bogle2013
Mon Aug 19, 2013 2:11 pm
 
Forum: Investing - Theory, News & General
Topic: Is the Gone Fishin' Portfolio flawed?
Replies: 22
Views: 4963

Google Spreadsheets n/a error

I've been struggling with my google spreadsheets - seems like i keep getting #N/A error (error: The query for the VFINX stock symbol has no data. Check whether the parameters are valid.) last night all the fields were loading fine, this morning a few had n/a. checking now - some that had n/a an hour...
by bogle2013
Wed Jul 31, 2013 9:44 am
 
Forum: Investing - Help with Personal Investments
Topic: Google Spreadsheets n/a error
Replies: 2
Views: 295

Re: VDIGX (Vanguard Dividend Growth)

So if you do the last 10 years, here is how $10,000 ends up:

Vanguard Dividend Growth Inv:26,402.20

Vanguard Value Index Inv:22,713.62

Vanguard Total Stock Mkt Idx Inv:23,241.04

Vanguard 500 Index Inv:21,511.65
by bogle2013
Wed May 08, 2013 8:21 pm
 
Forum: Investing - Help with Personal Investments
Topic: VDIGX (Vanguard Dividend Growth)
Replies: 16
Views: 1629

Re: VDIGX (Vanguard Dividend Growth)

Keep in mind that the fund changed strategies in 2002, so those charts starting in 1992 are misleading. **Effective December 6, 2002, the fund changed its investment objective and concentration policy. Prior to making these modifications, the fund was called Vanguard Utilities Income Fund, reflectin...
by bogle2013
Wed May 08, 2013 8:13 pm
 
Forum: Investing - Help with Personal Investments
Topic: VDIGX (Vanguard Dividend Growth)
Replies: 16
Views: 1629

Re: Berkshire Hathaway - Warren Buffett - Anyone own the sto

at the end of the day, if the average investor had put every available $ to buy into BRK.b over the last few decades, and that is all they did, they would have done very well. as opposed to trying to decide btw intermediate or short term bonds, small value tilt or not, precious metals or emerging ma...
by bogle2013
Sun May 05, 2013 8:25 pm
 
Forum: Investing - Theory, News & General
Topic: Berkshire Hathaway - Warren Buffett - Anyone own the stock?
Replies: 86
Views: 6706

Re: Dow surpasses 15000

I hit a rebalancing band and just exchanged TSM for Limited Term Tax Exempt. It was a little painful to be honest, the frequent trading warning saying I couldn't rebuy TSM until 7/2/2013 for some reason gave me pause (although I know there are a ton of "close enough" funds I could use for ...
by bogle2013
Fri May 03, 2013 12:25 pm
 
Forum: Investing - Theory, News & General
Topic: Dow surpasses 15000
Replies: 32
Views: 2893

Re: Vanguard closes Wellington Fund to many new accounts

This might be a naive question - but is the price of the fund based upon the performance of the assets it owns or the buy/sell activity of the fund on the open market, or both??
by bogle2013
Sat Mar 02, 2013 8:44 pm
 
Forum: Investing - Theory, News & General
Topic: Vanguard closes Wellington Fund to many new accounts
Replies: 35
Views: 7254

Re: Market > Buffet's BRK - Indexing wins again.

He didn't delve into succession plans, but said the two investment managers Berkshire has hired in recent years, Todd Combs and Ted Weschler, outperformed the S&P 500 by double digits in 2012.
by bogle2013
Sat Mar 02, 2013 8:37 pm
 
Forum: Investing - Theory, News & General
Topic: Market > Buffet's BRK - Indexing wins again.
Replies: 21
Views: 2884

Re: [sites with a non-Boglehead approach?]

stocktwits.com is pretty "active".
by bogle2013
Sat Feb 23, 2013 2:21 pm
 
Forum: Investing - Theory, News & General
Topic: [sites with a non-Boglehead approach?]
Replies: 26
Views: 2391

Re: Bogleheads ability to predict the market

Here is what Jack Bogle thinks of that: The best investment advice I ever got came when I was a runner for a brokerage firm when I was in college. One of the other runners said: “Nobody knows nothing.” And of course that’s true. It’s not given to us to know. The future is not ours to see. You try to...
by bogle2013
Mon Feb 18, 2013 9:00 pm
 
Forum: Investing - Theory, News & General
Topic: Bogleheads ability to predict the market
Replies: 18
Views: 1388

Re: Swedroe Fat Tails Portfolio for VG 529 Plan

Bogle, If I had to try and imitate the original Swedroe concept given your mix, I would likely be 100% Vanguard Small Cap Index (about 30% of your portfolio), and the rest (70%) in ST High Quality Bonds (given current TIPS yields, and once I thoroughly looked under the hood of that ST fund you have...
by bogle2013
Fri Feb 01, 2013 8:52 pm
 
Forum: Investing - Theory, News & General
Topic: Swedroe Fat Tails Portfolio for VG 529 Plan
Replies: 14
Views: 1703

Re: The High Cost Of Index Funds (for me)

How many stocks are you invested in? just a few or a big basket?
by bogle2013
Fri Feb 01, 2013 7:35 pm
 
Forum: Investing - Help with Personal Investments
Topic: The High Cost Of Index Funds (for me)
Replies: 20
Views: 2440

Swedroe Fat Tails Portfolio for VG 529 Plan

Is there any way to come close to replicating the Swedroe Fat Tails porfolio in the Vanguard 529 Plan? You are only allowed to use 5 funds, and the selection is limited. Here are the options: Stock Portfolios Vanguard 500 Index Portfolio Vanguard Aggressive Growth Portfolio Vanguard Growth Index Por...
by bogle2013
Fri Feb 01, 2013 2:35 pm
 
Forum: Investing - Theory, News & General
Topic: Swedroe Fat Tails Portfolio for VG 529 Plan
Replies: 14
Views: 1703

Re: Treasury Direct Online account

Just wanted to bump this thread. I want to max out the i-bond purchasing for my family each year (myself, wife, and two kids). Adding the kids was easy. But I can't figure out how to add my wife to be able to buy her $10k from the same account. I would like to make all the purchases from the same b...
by bogle2013
Fri Feb 01, 2013 10:15 am
 
Forum: Personal Finance (Not Investing)
Topic: Treasury Direct Online account
Replies: 11
Views: 1612

Re: Treasury Direct Online account

Just wanted to bump this thread. I want to max out the i-bond purchasing for my family each year (myself, wife, and two kids). Adding the kids was easy. But I can't figure out how to add my wife to be able to buy her $10k from the same account. I would like to make all the purchases from the same b...
by bogle2013
Thu Jan 31, 2013 4:25 pm
 
Forum: Personal Finance (Not Investing)
Topic: Treasury Direct Online account
Replies: 11
Views: 1612

Re: Treasury Direct Online account

Just wanted to bump this thread. I want to max out the i-bond purchasing for my family each year (myself, wife, and two kids). Adding the kids was easy. But I can't figure out how to add my wife to be able to buy her $10k from the same account. I would like to make all the purchases from the same ba...
by bogle2013
Thu Jan 31, 2013 2:11 pm
 
Forum: Personal Finance (Not Investing)
Topic: Treasury Direct Online account
Replies: 11
Views: 1612

Re: Help Understanding Swedroe's Minimizing Fat Tails Portfo

Is it possible to use this portfolio if most of the money is in a taxable account with little tax-advantaged $?
by bogle2013
Wed Jan 30, 2013 5:55 pm
 
Forum: Investing - Theory, News & General
Topic: Help Understanding Swedroe's Minimizing Fat Tails Portfolio
Replies: 49
Views: 5670

Re: Help with Wife's Inherited Portfolio

What asset class does this stock track? Large Cap US? Small-cap US? Candadian large-cap? Something else? Whatever it tracks, I would not own that class as a Vanguard fund until the stock was less of my portfolio. For example, suppose this stock tracked a large US oil company. In that case, I would ...
by bogle2013
Tue Jan 22, 2013 8:43 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Wife's Inherited Portfolio
Replies: 7
Views: 905

Help with Wife's Inherited Portfolio

My wife is fortunate enough to have been given a stock in a semi-private company many years ago by her grandfather and it has done very well. We are still fairly young and have two little kids. I am still in school and she is a stay at home mom, so our income is basically dividends. She has no tax-a...
by bogle2013
Tue Jan 22, 2013 5:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Wife's Inherited Portfolio
Replies: 7
Views: 905

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