Search found 543 matches

by jginseattle
Fri Aug 28, 2015 7:29 pm
Forum: Investing - Help with Personal Investments
Topic: If stocks dropped 30% next Monday, would you rebalance?
Replies: 103
Views: 5981

Re: If stocks dropped 30% next Monday, would you rebalance?

Yes, I would rebalance. That is, if I could get anybody on the phone.
by jginseattle
Thu Aug 27, 2015 6:59 pm
Forum: Investing - Theory, News & General
Topic: How do you diversify?
Replies: 24
Views: 2673

Re: How do you diversify?

I've assembled a global stock portfolio and balance it with "safe" bonds. This is the equity-centric approach. I believe I would be better diversified by investing across more risk factors and strategy styles.
by jginseattle
Tue Aug 25, 2015 7:21 pm
Forum: Investing - Theory, News & General
Topic: Book Recs for Historical Bears
Replies: 11
Views: 591

Re: Book Recs for Historical Bears

The Great Crash 1929, by John Kenneth Galbraith.
by jginseattle
Mon Aug 24, 2015 6:13 pm
Forum: Investing - Theory, News & General
Topic: The Bogleheads' Silent Majority
Replies: 190
Views: 20751

Re: The Bogleheads' Silent Majority

I will just ride this thing out, as I have in the past. But I do like to see how asset classes behave at different times. It can be instructive.
by jginseattle
Mon Aug 24, 2015 5:46 pm
Forum: Investing - Theory, News & General
Topic: 100% equities - my reasoning
Replies: 105
Views: 9260

Re: 100% equities - my reasoning

I stopped reading the OP's post after the first sentence. Somebody who is "still learning" has no business allocating 100% to stocks.

On the other hand, you would get a fast education. And perhaps lose a big percentage of a small amount of money.
by jginseattle
Thu Aug 20, 2015 8:04 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

The Gift. A clever, twisty little thriller.

This review contains spoilers...

http://www.nytimes.com/2015/08/07/movie ... .html?_r=0
by jginseattle
Tue Aug 18, 2015 7:06 pm
Forum: Investing - Theory, News & General
Topic: The Risk Quandary
Replies: 29
Views: 2504

Re: The Risk Quandary

Much of risk is subjective, hidden and unquantifiable.

Howard Marks
by jginseattle
Sat Aug 15, 2015 8:09 pm
Forum: Local Chapters and Bogleheads Community
Topic: favorite bogleheads posts?
Replies: 72
Views: 9883

Re: favorite bogleheads posts?

I enjoyed the exchange where a behavioral finance "expert" chastised a chauvinistic male poster only to find out that she was lecturing a woman.
by jginseattle
Thu Aug 06, 2015 10:21 pm
Forum: Personal Consumer Issues
Topic: Buying a Rolex Watch
Replies: 74
Views: 6450

Re: Buying a Rolex Watch

The lovely toy so fiercely sought
Hath lost its charm by being caught.
by jginseattle
Tue Aug 04, 2015 6:06 pm
Forum: Personal Consumer Issues
Topic: Aloha Shirt: Yes or No
Replies: 78
Views: 6371

Re: Aloha Shirt: Yes or No

ralph124cf wrote:I just bought one at Tori Richards from a post above.

My shirts from Hilo Hattie's that I bought in the 90s are falling apart, and I was having no luck finding good quality subdued ones locally.

Ralph


Those are good looking shirts. Enjoy!
by jginseattle
Fri Jul 31, 2015 9:31 pm
Forum: Investing - Help with Personal Investments
Topic: About to dive in - would love a look-over of my IPS
Replies: 12
Views: 1572

Re: About to dive in - would love a look-over of my IPS

Too much in U.S. equities, in my opinion.

I would split things in thirds.
by jginseattle
Fri Jul 31, 2015 9:27 pm
Forum: Personal Consumer Issues
Topic: Retirees: Questions you hate being asked
Replies: 117
Views: 11235

Re: Retirees: Questions you hate being asked

A few of my still working friends seem to resent the fact that I'm retired. You would think they would be happy for me!

I'm as busy as I've ever been. I don't know how I managed to get everything done when I was working.
by jginseattle
Wed Jul 29, 2015 9:27 pm
Forum: Investing - Theory, News & General
Topic: Are equities really as risky as anyone thinks?
Replies: 271
Views: 14662

Re: Are equities really as risky as anyone thinks?

Complete disclosure. These threads irritate me with their glibness and self confidence. But I guess we were all young and stupid once, we have an annoying habit as humans of primarily learning through experience, ie, the school of hard knocks. Objectively, I would reply that 1. Losing 50% in a back...
by jginseattle
Tue Jul 28, 2015 7:29 pm
Forum: Investing - Theory, News & General
Topic: The Futility of Predicting Future Returns
Replies: 87
Views: 4352

Re: The Futility of Predicting Future Returns

"Job one for any investor is to estimate asset class returns. For the first time, Antti Ilmanen has assembled into one volume all of the tools necessary for this task: for the working money manager, a unique treasure trove of analytical techniques and empirical evidence; for the academic, a com...
by jginseattle
Tue Jul 28, 2015 7:14 pm
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part VI
Replies: 962
Views: 191004

Re: What Book Are You Currently Reading? Part VI

Worth Dying For, by Lee Child. A Jack Reacher novel. It's violent, improbable and highly entertaining.

This was the first book by Lee Child that I've read, and I'll certainly be checking out more of his stuff.
by jginseattle
Tue Jul 28, 2015 7:06 pm
Forum: Investing - Theory, News & General
Topic: Equity Risk Premiums Around the World - July 2015
Replies: 14
Views: 1509

Re: Equity Risk Premiums Around the World - July 2015

Thanks for posting. I follow David Swensen's advice and keep U.S. equities in the 25% to 35% range of my entire portfolio. Emerging markets are about 10% of the portfolio. International is currently at 40% of equities. An overall mix of large, small and value. Bonds are safe and the duration leans t...
by jginseattle
Mon Jul 27, 2015 7:35 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

Toons wrote:The Guest


A very fun B movie, like a John Carpenter film from the 1980s.
by jginseattle
Fri Jul 17, 2015 6:37 pm
Forum: Investing - Theory, News & General
Topic: What 2008/09 has done to me
Replies: 158
Views: 19717

Re: What 2008/09 has done to me

2008 convinced me that investing success depends more on one's behavior during bad times rather than the good times.
by jginseattle
Thu Jul 16, 2015 8:32 pm
Forum: Investing - Theory, News & General
Topic: What 2008/09 has done to me
Replies: 158
Views: 19717

Re: What 2008/09 has done to me

Bill Bernstein said that young investors in the accumulation stage should hope for a long bear market. Bill Bernstein is someone I hold in high esteem. I hope this quote was taken out of context because that's seriously disappointing. :annoyed I believe he has said this in his books, but you can fi...
by jginseattle
Thu Jul 16, 2015 8:24 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

MikeWillRetire wrote:"This Must Be the Place", starring Sean Penn as an aging goth rocker who avenges his father's Nazi tormenter....I love quirky movies.


Paolo Sorrentino also directed these excellent films: Il Divo, and The Great Beauty.
by jginseattle
Tue Jul 14, 2015 7:28 pm
Forum: Investing - Theory, News & General
Topic: What 2008/09 has done to me
Replies: 158
Views: 19717

Re: What 2008/09 has done to me

This is a good reminder that even young investors may not want to "get down on their knees and pray for a long, brutal bear market", unless their employment prospects are very secure. Kevin Did someone actually say that people should hope for a long brutal bear market? Lemme guess--a bank...
by jginseattle
Sun Jul 12, 2015 6:55 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

Amy . A pretty good documentary about Amy Winehouse. The movie is thrilling whenever her formidable talent is on display. But, for me, there is too much material on her downward spiral, and this makes the movie feel misshapen. The documentary indulges in the very thing it condemns. A review... http...
by jginseattle
Fri Jul 03, 2015 8:26 pm
Forum: Investing - Theory, News & General
Topic: What is the Duration of Your Bond Portfolio? And Why?
Replies: 61
Views: 5863

Re: What is the Duration of Your Bond Portfolio? And Why?

The current duration of my bond portfolio is four years. That represents the level of duration risk I'm comfortable with.
by jginseattle
Fri Jul 03, 2015 8:04 pm
Forum: Personal Consumer Issues
Topic: Best albums of 2015
Replies: 92
Views: 12540

Re: Best albums of 2015

I vote for D'Angelo's Black Messiah CD, although it may have been released in late 2014.
by jginseattle
Mon Jun 29, 2015 7:22 pm
Forum: Investing - Theory, News & General
Topic: The new "bond king's" protection from Greece and Puerto Rico
Replies: 3
Views: 1011

Re: The new "bond king's" protection from Greece and Puerto Rico

This statement by Gundlach speaks for itself: "But timing is everything," he said.
by jginseattle
Thu Jun 11, 2015 7:03 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

Mad Max: Fury Road is easily the best in the series.

http://www.newyorker.com/magazine/2015/ ... thony-lane
by jginseattle
Wed Jun 03, 2015 6:46 pm
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part VI
Replies: 962
Views: 191004

Re: What Book Are You Currently Reading? Part VI

I just started Days of Rage: America's Radical Underground, The FBI, and the Forgotten Age of Revolutionary Violence, by Bryan Burrough. Looks promising.
by jginseattle
Mon May 25, 2015 5:38 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

Hawaiishrimp wrote:"Margin Call" - great movie.


You may also enjoy director J.C. Chandor's latest movie A Most Violent Year.
by jginseattle
Sun May 24, 2015 6:15 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

Howard Hawks' Twentieth Century (1934.) A classic screwball comedy. John Barrymore is hilarious.
by jginseattle
Sun May 17, 2015 9:36 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

Here is a funny story about Wes Anderson screening his movie Rushmore for the great film critic Pauline Kael. She was not impressed.

http://www.nytimes.com/1999/01/31/movie ... -kael.html
by jginseattle
Sun May 17, 2015 8:00 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

Rushmore. This movie got quite a number of good reviews, including a nomination for Bill Murray as the best supporting actor. OK, I can see how BIll Murray got the supporting actor award, but I walked away from that movie with mixed feelings. This is one of those movies that critics love, yet may n...
by jginseattle
Sat May 16, 2015 10:33 pm
Forum: Personal Consumer Issues
Topic: Richard Thaler coming to Town Hall in Seattle
Replies: 5
Views: 536

Richard Thaler coming to Town Hall in Seattle

Richard Thaler with Nathan Myhrvold.
Human Error, Redefining Behavioral Economics.
7:30PM, Thursday, May 28, 2015.
Great Hall.
$5
Doors open: 6:30pm.

Perhaps he will be visiting other cities as well.

See you there.
by jginseattle
Tue Apr 28, 2015 6:48 pm
Forum: Personal Consumer Issues
Topic: Documentaries to recommend?
Replies: 138
Views: 17880

Re: Documentaries to recommend?

Last night I watched HBO's fine documentary The Newburgh Sting.
by jginseattle
Mon Apr 20, 2015 8:36 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

What We Do In Shadows. The best comedy I've seen in a long time. Consistently funny.
by jginseattle
Sun Apr 12, 2015 7:08 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

nisiprius wrote:
Tycoon wrote:This Island Earth
Is that the one with the interrociter?


Yes.

This Island Earth (1955) was the featured movie on Svengoolie's show last night.
by jginseattle
Thu Apr 09, 2015 6:00 pm
Forum: Personal Consumer Issues
Topic: Best watch for around $5,000?
Replies: 945
Views: 197877

Re: Best watch for around $5,000?

My dream watch is a Patek Philippe Calatrava.
by jginseattle
Tue Apr 07, 2015 6:28 pm
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part VI
Replies: 962
Views: 191004

Re: What Book Are You Currently Reading? Part VI

I am listening to an audiobook Point to Point Navigation: A Memoir by Gore Vidal. It's unexpectedly interesting. I've encountered Vidal's name before but did not pay attention. Now I will. Early in the book, I found an explanation of why he's not mentioned among great American authors. In the late ...
by jginseattle
Mon Apr 06, 2015 6:21 pm
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part VI
Replies: 962
Views: 191004

Re: What Book Are You Currently Reading? Part VI

I just finished: The Man in the Rockefeller Suit: The Astonishing Rise and Spectacular Fall of a Serial Impostor , by Mark Seal. Also, Blood Will Out: The True Story of a Murder, a Mystery, and a Masquerade , by Walter Kirn. Two books about the con man, kidnapper, and convicted murderer who pretende...
by jginseattle
Sat Apr 04, 2015 10:07 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

An expertly crafted horror film: It Follows.

http://www.nytimes.com/2015/03/13/movie ... nager.html
by jginseattle
Mon Mar 30, 2015 7:50 pm
Forum: Investing - Theory, News & General
Topic: Bernanke's Blog: why are interest rates so low?
Replies: 52
Views: 7665

Re: Bernanke's Blog: why are interest rates so low?

A good read. Thanks for posting.
by jginseattle
Tue Mar 24, 2015 6:44 pm
Forum: Personal Finance (Not Investing)
Topic: [Poll] Do you have an auto loan?
Replies: 72
Views: 5430

Re: [Poll] Do you have an auto loan?

I pay cash for cars. Or at least I did with the last two.
by jginseattle
Mon Mar 16, 2015 7:36 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

From Argentina: Wild Tales. Highly entertaining.

A review...

http://www.seattletimes.com/entertainme ... -delights/
by jginseattle
Sun Mar 15, 2015 8:02 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177127

Re: What Movie Have You Recently Watched?

I just rewatched "The Usual Suspects." The movie was written by Chris McQuarrie (who won the Oscar for it). Highly recommended if you haven't seen it. Interesting trivia fact: Chris was working in my copy room when he wrote the movie, and many of the characters in the movie are named afte...
by jginseattle
Tue Mar 03, 2015 9:33 pm
Forum: Personal Consumer Issues
Topic: Favorite Guitars
Replies: 29
Views: 2151

Re: Favorite Guitars

Favorites.

I have two Collings. An acoustic and an electric guitar.

I also own a very nice Suhr Strat copy.

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