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Online Calculator Mix that Explains Risks, etc.

I have about $24,000 in cash that I'd like to invest for approximately 5 years in a fully taxable account. I'm okay to wait longer if necessary. I don't really know what I'll need it for in the next 5 years, but if the opportunity arises, I guess I'd like to have it relatively ready. I'm liking Vang...
by jeffersonkim
Mon Jul 01, 2013 1:14 am
 
Forum: Investing - Help with Personal Investments
Topic: Online Calculator Mix that Explains Risks, etc.
Replies: 8
Views: 777

Re: 100% MSCI REIT Index for 36 Years?

If I intend to keep the funds in my Roth IRA for over a 36 year period, then wouldn't it make sense for me to simply go for the highest return possible, such as the VNQ ETF? You're making the mistake of conflating past returns with expected future returns. No one know what the relative returns of v...
by jeffersonkim
Sun Jun 23, 2013 10:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: (NO LONGER RELEVANT)100% Small Cap Value Index for 36 Years?
Replies: 16
Views: 972

Re: 100% MSCI REIT Index for 36 Years?

If I intend to keep the funds in my Roth IRA for over a 36 year period, then wouldn't it make sense for me to simply go for the highest return possible, such as the VNQ ETF? You're making the mistake of conflating past returns with expected future returns. No one know what the relative returns of v...
by jeffersonkim
Sun Jun 23, 2013 9:56 pm
 
Forum: Investing - Help with Personal Investments
Topic: (NO LONGER RELEVANT)100% Small Cap Value Index for 36 Years?
Replies: 16
Views: 972

Re: 100% MSCI REIT Index for 36 Years?

Markets can remain irrational longer than you can remain solvent. Past performance is not indicative of future performance - just ask the Dutch about tulips, how'd that work out after 400 years? I realize you are inquiring about a relatively short term period of 36 years. Are you stating your ratio...
by jeffersonkim
Sun Jun 23, 2013 9:55 pm
 
Forum: Investing - Help with Personal Investments
Topic: (NO LONGER RELEVANT)100% Small Cap Value Index for 36 Years?
Replies: 16
Views: 972

Re: 100% MSCI REIT Index for 36 Years?

If I intend to keep the funds in my Roth IRA for over a 36 year period, then wouldn't it make sense for me to simply go for the highest return possible, such as the VNQ ETF? You're making the mistake of conflating past returns with expected future returns. No one know what the relative returns of v...
by jeffersonkim
Sun Jun 23, 2013 9:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: (NO LONGER RELEVANT)100% Small Cap Value Index for 36 Years?
Replies: 16
Views: 972

Re: 100% MSCI REIT Index for 36 Years?

Well, outside of the volatility you just mentioned, I'd also emphasize the lack of diversification. There are only 119 companies under the Vanguard's REIT fund. If you didn't go the US Total Stock Market Route or global weighted, I'd much rather choose the S&P500. If you have the stomach for hi...
by jeffersonkim
Sun Jun 23, 2013 9:26 pm
 
Forum: Investing - Help with Personal Investments
Topic: (NO LONGER RELEVANT)100% Small Cap Value Index for 36 Years?
Replies: 16
Views: 972

(NO LONGER RELEVANT)100% Small Cap Value Index for 36 Years?

UPDATE: I'm looking into Small Cap Value over 36 years rather than REIT. It looks as though there are plenty of posts which go into the prospective long term performance of Small Cap Value, so there's no point in continuing this thread. (http://www.bogleheads.org/forum/viewtopic.php?t=78509) Accordi...
by jeffersonkim
Sun Jun 23, 2013 8:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: (NO LONGER RELEVANT)100% Small Cap Value Index for 36 Years?
Replies: 16
Views: 972

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