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Re: What was your 2013 return?

All stocks: XIRR Return = 18 %, sold everything on 12/31/2013.
45/55 AA: XIRR Return = 6.5%, will continue to hold and add to this portfolio.
============================================
Combined XIRR Return = 10% for 2013.
by buzzlight
Thu Jan 02, 2014 2:33 pm
 
Forum: Investing - Theory, News & General
Topic: [Poll] What was your 2013 return?
Replies: 209
Views: 9159

Re: John Bogle and asset allocation

Good insight into a legends AA. I could not find "Vanguard Intermediate-Term Corporate Bond Index (VICBX)" on vanguard.com Is the ticker wrong in this article? The ticker symbol is correct. It is a Vanguard institutional fund that requires 5 million dollars as a minimum investment. There ...
by buzzlight
Tue Feb 19, 2013 3:51 pm
 
Forum: Investing - Theory, News & General
Topic: John Bogle and asset allocation
Replies: 9
Views: 1326

Re: John Bogle and asset allocation

Good insight into a legends AA. I could not find "Vanguard Intermediate-Term Corporate Bond Index (VICBX)" on vanguard.com
Is the ticker wrong in this article?
by buzzlight
Tue Feb 19, 2013 3:10 pm
 
Forum: Investing - Theory, News & General
Topic: John Bogle and asset allocation
Replies: 9
Views: 1326

Re: "Sensible Investing"

Thanks for sharing enjoyed the content as always.
by buzzlight
Tue Feb 19, 2013 8:54 am
 
Forum: Investing - Theory, News & General
Topic: "Sensible Investing"
Replies: 3
Views: 494

Re: a john c. bogle book for a lad

Great book, got it from local library and finished it. Now I plan to buy it and keep it For life.
by buzzlight
Sat Jan 26, 2013 12:11 pm
 
Forum: Investing - Theory, News & General
Topic: a john c. bogle book for a lad
Replies: 15
Views: 1353

Re: I-Bonds: How long does it take to buy them?

buzzlight wrote:No I don't see it in history. I think you will see the allotment on Monday and I will see on tue/wed for year 2012 i'll update this thread and never repeat this procrastination :(


Phew! Allotment was completed when I logged in to my TD account today.
by buzzlight
Mon Dec 31, 2012 12:09 pm
 
Forum: Investing - Help with Personal Investments
Topic: I-Bonds: How long does it take to buy them?
Replies: 33
Views: 3444

Re: I-Bonds: How long does it take to buy them?

No I don't see it in history. I think you will see the allotment on Monday and I will see on tue/wed for year 2012 i'll update this thread and never repeat this procrastination :(
by buzzlight
Fri Dec 28, 2012 1:27 am
 
Forum: Investing - Help with Personal Investments
Topic: I-Bonds: How long does it take to buy them?
Replies: 33
Views: 3444

Re: I-Bonds: How long does it take to buy them?

Made the move, I got purchase date of 12/31.
by buzzlight
Fri Dec 28, 2012 1:11 am
 
Forum: Investing - Help with Personal Investments
Topic: I-Bonds: How long does it take to buy them?
Replies: 33
Views: 3444

Re: I-Bonds: How long does it take to buy them?

So is tonight last option to buy I bonds for 2012? Or will it be Ok to submit by 12/28 or 12/31?
My 50% are allotted worried about remaining 50%. Thanks for sharing your experience on this.
by buzzlight
Fri Dec 28, 2012 12:31 am
 
Forum: Investing - Help with Personal Investments
Topic: I-Bonds: How long does it take to buy them?
Replies: 33
Views: 3444

Re: 2012 Last Minute Checklist

my pleasure, glad i was helpful.
by buzzlight
Thu Dec 27, 2012 6:00 pm
 
Forum: Investing - Theory, News & General
Topic: 2012 Year-End Financial Checklist
Replies: 10
Views: 1794

Re: 2012 Last Minute Checklist

Savings Bond Purchases Since Savings Bonds (I Bonds and EE Bonds) have annual purchase limits ($5000 per SS# per type via TreasuryDirect and another $5000 via your income tax refund), you may want to see if there’s still time to get your 2012 Savings Bond allotment. I thought it was 10,000 per SS# ...
by buzzlight
Thu Dec 27, 2012 5:56 pm
 
Forum: Investing - Theory, News & General
Topic: 2012 Year-End Financial Checklist
Replies: 10
Views: 1794

Re: I-Bonds: How long does it take to buy them?

Can we add more than one bank on treasury direct?
by buzzlight
Sun Dec 23, 2012 4:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: I-Bonds: How long does it take to buy them?
Replies: 33
Views: 3444

Re: VBINX or Wellington?

Toons wrote:"but I am more inclined towards Index approach than Active approach."

There's your answer :happy



Right I said so but I have noticed so many posts in favor of Wellington that makes me raise the original question.
by buzzlight
Tue Dec 18, 2012 12:40 am
 
Forum: Investing - Help with Personal Investments
Topic: VBINX or Wellington?
Replies: 14
Views: 1462

VBINX or Wellington?

Hello Fellows, Need your help to make a decision to add a balanced fund this year to my taxable portfolio. Background I have 60/40 AA and want to keep it without any changes. This is long term investment. I do have VBMFX in ROTH and VTSMX in taxable. So If i want to add a fund that does not change m...
by buzzlight
Mon Dec 17, 2012 12:30 pm
 
Forum: Investing - Help with Personal Investments
Topic: VBINX or Wellington?
Replies: 14
Views: 1462

Re: IRA fund selection

thank you guys, i think i got my answers -
ROTH IRA - VBMFX and VWINX
Taxable account - VTSMX/VTI
by buzzlight
Sun Aug 12, 2012 12:39 am
 
Forum: Investing - Help with Personal Investments
Topic: IRA fund selection
Replies: 6
Views: 450

IRA fund selection

Hello Team, The more I read about IRA the more i get confused about fund selection. So thought of getting advice from you guys. I have also read "http://www.bogleheads.org/wiki/Principles_of_Tax-Efficient_Fund_Placement". But still did not get a clear picture, may be my comprehension not t...
by buzzlight
Sat Aug 11, 2012 2:08 pm
 
Forum: Investing - Help with Personal Investments
Topic: IRA fund selection
Replies: 6
Views: 450

Down Payment Fund

Recently have been wondering if I get mortgage interest @4% say and up until then i was setting aside my down payment fund @0.75% in a MMA savings account.
So when the down payment is made from this fund would you consider now making 3.25% on the investment?
by buzzlight
Wed Apr 04, 2012 4:31 pm
 
Forum: Personal Finance (Not Investing)
Topic: Down Payment Fund
Replies: 1
Views: 308

Re: VBMFX

buzzlight, I think the spam reference was due to your very limited number of posts. We've had spammers stop by, register an account, post some spam, then disappear. Don't worry about it. As mentioned above, most people around here will tell you to purchase the bond fund if your asset allocation cal...
by buzzlight
Wed Nov 30, 2011 3:54 pm
 
Forum: Investing - Help with Personal Investments
Topic: VBMFX
Replies: 14
Views: 1117

Re: VBMFX

From my limited experience in the few months, bonds (or at least VMBFX) tends to go down a little when stocks go way up. This is the case today, stocks up 4%, BND (VBMFX ETF equivalent) down .15%. But if your AA calls for it, then go ahead and rebalance. i have seen similar corelation hence the tho...
by buzzlight
Wed Nov 30, 2011 3:51 pm
 
Forum: Investing - Help with Personal Investments
Topic: VBMFX
Replies: 14
Views: 1117

Re: VBMFX

what spam? on this respected site. I have not seen so far. Thanks for your response. My thought was to check with you all guys to see if this is something you would do on this day when mkt is up 400 pts. I may not be knowing the best buying strategy or something else that I need to consider so basic...
by buzzlight
Wed Nov 30, 2011 1:38 pm
 
Forum: Investing - Help with Personal Investments
Topic: VBMFX
Replies: 14
Views: 1117

VBMFX

Hello Team,

I am not trying to time the market but looking at the rally today(11/30/2011- 400points up) was thinking to DCA and buy some VBMFX. Is this a good idea?
Based on my current AAP i am Required to increase my Bond holdings.

thanks in advance for all comments!
Buzz.
by buzzlight
Wed Nov 30, 2011 12:56 pm
 
Forum: Investing - Help with Personal Investments
Topic: VBMFX
Replies: 14
Views: 1117

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