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Re: Printing with an iPad

Yes -- I have an airprint HP, WiFi compatible. I can print from a laptop just fine, and I can print from most other sites on the iPad with no problem. But there's something about the Bogleheads site that makes printing from the iPad impossible. I get an error message that says: "An error occurr...
by diyinvestor
Sun Jun 01, 2014 10:51 am
 
Forum: Forum Issues and Administration
Topic: Printing with an iPad
Replies: 6
Views: 737

Printing with an iPad

I can't print on the Bogleheads site when using my iPad -- not postings, or articles in the Wiki, or anything else. Somebody told me it's because the articles require certain software, which isn't possible on the iPad. My ios is current. Can anyone help? I learn so much on this site, I would like ve...
by diyinvestor
Sun Jun 01, 2014 10:35 am
 
Forum: Forum Issues and Administration
Topic: Printing with an iPad
Replies: 6
Views: 737

It's Time to Scrape Some Cream Off the Top

After multiple years of near-historic market gains, I think it would be a good idea to "sanitize" some of my mutual fund profits. I'm six months away from retirement, and I would like to preserve some of my gains. The trouble is, I don't know how to go about locking them in. Do I sell shar...
by diyinvestor
Sat May 17, 2014 6:43 pm
 
Forum: Investing - Help with Personal Investments
Topic: It's Time to Scrape Some Cream Off the Top
Replies: 7
Views: 1283

Re: Munis [Limited- or Intermediate-Term Municipal Bonds]

Thank you, all, for your helpful responses. I appreciate it.
by diyinvestor
Sun Mar 30, 2014 4:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: Munis [Limited- or Intermediate-Term Municipal Bonds]
Replies: 5
Views: 857

Munis [Limited- or Intermediate-Term Municipal Bonds]

Which is the better bond fund investment, limited term or intermediate term municipals? The limited term will fare better when interest rates go up, no doubt, but does that justify the smaller yield? I'm not interest in the limited term fund as a cash equivalent. My purpose in holding a munis fund i...
by diyinvestor
Sat Mar 29, 2014 10:27 pm
 
Forum: Investing - Help with Personal Investments
Topic: Munis [Limited- or Intermediate-Term Municipal Bonds]
Replies: 5
Views: 857

REITS

I want to add Vanguard's REIT index to my portfolio for a long term hold for diversification. Is now a good time to step in?
by diyinvestor
Fri Jul 12, 2013 9:13 am
 
Forum: Investing - Help with Personal Investments
Topic: REITS
Replies: 26
Views: 2835

Re: Help with Excel

Brian, I want to know my portfolio's overall rate of return so that I can use it determine a safe withdrawal rate during my retirement years.
by diyinvestor
Sat Feb 16, 2013 10:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Excel
Replies: 13
Views: 1167

Re: What percentage do you keep in risk free assets ?

Christine Benz at Morningstar has done a superb series of articles about keeping a "safe-money bucket" while in retirement.

http://www.morningstar.com/cover/videoc ... ?id=541725.
by diyinvestor
Sat Feb 16, 2013 11:43 am
 
Forum: Investing - Help with Personal Investments
Topic: What percentage do you keep in risk free assets ?
Replies: 46
Views: 2628

Help with Excel

I am trying to be a diligent Boglehead and know the ins and outs of my portfolio, but I have hit the limit of my ability using Excel. I have successfully used an Excel spreadsheet to calculate the rates of return for each of my individual mutual fund holdings. Now, how do figure out my portfolio's *...
by diyinvestor
Sat Feb 16, 2013 11:19 am
 
Forum: Investing - Help with Personal Investments
Topic: Help with Excel
Replies: 13
Views: 1167

Re: How to calculate return on a portfolio

Thank you, everyone, for your helpful responses, and to Rick for his material. IMO, without question, there is no better investment resource than this one, anywhere.
by diyinvestor
Sat Dec 29, 2012 11:38 pm
 
Forum: Investing - Theory, News & General
Topic: How to calculate return on a portfolio
Replies: 55
Views: 3840

How to calculate return on a portfolio

I'm trying to calculate the return on my portfolio for the last year, and I have some questions. Is the correct formula IRR? And do dividend reinvetments need to be factored in?
Thnks
by diyinvestor
Sat Dec 29, 2012 9:42 am
 
Forum: Investing - Theory, News & General
Topic: How to calculate return on a portfolio
Replies: 55
Views: 3840

Re: We need a new forum just for retirement issues

Alex Frakt wrote this: "A secondary issue is that it appears that one impetus behind this request is to allow greater discussion of topics that are currently in violation of our forum policies. As we have said over and over again, we will not be allowing political discussions on this site - in ...
by diyinvestor
Sun Aug 26, 2012 8:42 pm
 
Forum: Forum Issues and Administration
Topic: We need a new forum just for retirement issues
Replies: 115
Views: 10434

We need a new forum just for retirement issues

I have learned much from this site over the years, and from the many smart people that post to it. Now that I am nearing retirement, I find myself fishing through this very general forum -- "Investment Help With Personal Invetments" -- looking for posts more specific to my circumstances in...
by diyinvestor
Sun Aug 19, 2012 7:27 pm
 
Forum: Forum Issues and Administration
Topic: We need a new forum just for retirement issues
Replies: 115
Views: 10434

Re: Please help me with my bond portfolio

You are right. I made a posting error: my munis are in my taxable account.

Thanks.
by diyinvestor
Wed Jul 04, 2012 12:42 pm
 
Forum: Investing - Help with Personal Investments
Topic: Please help me with my bond portfolio
Replies: 28
Views: 2664

Please help me with my bond portfolio

I am wondering if my bond portfolio is appropriate. I am 56 years old, and 2 years away from retirement. My stock/bond allocation is 40/60. No debt; 33% tax rate. I have a 22% cash position. All of the bond fund holdings are in tax-deferred accounts, except for the munis, which are in my taxable acc...
by diyinvestor
Wed Jul 04, 2012 11:29 am
 
Forum: Investing - Help with Personal Investments
Topic: Please help me with my bond portfolio
Replies: 28
Views: 2664

Should I move stocks from tax-advantaged side?

I know that asset location is important, so I've got only stocks in my taxable accounts. However my 401k, which has mostly bond funds, also has an international fund in it. I am wondering if this is important enough to require fixing, such that I should eliminate the international position in the 40...
by diyinvestor
Sun Jun 03, 2012 2:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: Should I move stocks from tax-advantaged side?
Replies: 3
Views: 500

Do I Need a Growth Fund?

The Vanguard S & P Index (VFIAX) fund is 8% of my portfolio. Trying to be somewhat defensive, I also have a 6% stake in two large-cap value funds: 3% in Dodge & Cox Stock (DODGX) and 3% in Vanguard Equity Income (VEIPX). My portfolio also has 5% in a mid-cap index (VIMSX), 9% in a small-cap ...
by diyinvestor
Tue May 01, 2012 11:46 pm
 
Forum: Investing - Help with Personal Investments
Topic: Do I Need a Growth Fund?
Replies: 8
Views: 831

Re: Larry Swedroe's Model Portfolios

Thanks Larry. I appreciate you responding to my question. And thanks for your generous help to all of us on this Boglehead site over the years.
by diyinvestor
Sun Apr 22, 2012 11:35 pm
 
Forum: Investing - Theory, News & General
Topic: Larry Swedroe's Model Portfolios
Replies: 9
Views: 2244

Larry Swedroe's Model Portfolios

Does anyone know if Larry Swedroe has updated his model portfolios since 2005? I've got his wonderful "The Only Guide To A Winning Investment Strategy You'll Ever Need" that I bought in 2005, but it might be a little dated since a lot has happened since then (just a market crash!). I am wo...
by diyinvestor
Sun Apr 22, 2012 4:35 pm
 
Forum: Investing - Theory, News & General
Topic: Larry Swedroe's Model Portfolios
Replies: 9
Views: 2244

Help me select a commodities fund!

With inflation coming, and my retirement about 2 years away, I think it's time to get small position (5% or so) in a commodities fund. I am a Boglehead, and I want to keep my selection in the Vanguard funds family, but I don't see a fund that offers a broad basket of commodities that could serve thi...
by diyinvestor
Wed Apr 11, 2012 11:26 am
 
Forum: Investing - Help with Personal Investments
Topic: Help me select a commodities fund!
Replies: 35
Views: 5825

Vanguard Growth Index and S&P Index

I am thinking about switching out my high-fee, low return Janus 20 fund for the Vanguard Growth Index. Since I already own the Vanguard S&P, I am wondering: Do the S&P Index (VFIAX) and the Vanguard Growth Index (VIGAX) overlap?

Thanks.
by diyinvestor
Wed Apr 04, 2012 1:34 am
 
Forum: Investing - Help with Personal Investments
Topic: Vanguard Growth Index and S&P Index
Replies: 3
Views: 557

Trade Small Cap Index for Value?

I need a bit of advice. I've had the Vanguard small cap index fund in my portfolio for several years, but I've read that small cap *value* is actually the better holding because it offers the most diversity for a portfolio over time. The trouble is, if I sell my small cap index fund in order to repl...
by diyinvestor
Sat Feb 04, 2012 9:12 pm
 
Forum: Investing - Help with Personal Investments
Topic: Trade Small Cap Index for Value?
Replies: 7
Views: 643

Vanguard Growth Fund

I am a retiree who needs to establish a large cap growth fund in my portfolio at Vanguard. I'm a Boglehead who believes in staying the course over time, and I have the rest of my portfolio invested in Vanguard. (I've got small and mid cap blend index holdings with Vanguard.) I've been in Janus Twent...
by diyinvestor
Sat Jan 21, 2012 1:06 pm
 
Forum: Investing - Help with Personal Investments
Topic: Vanguard Growth Fund
Replies: 4
Views: 565

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