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Re: POLL: Do you own corporate bonds?

No. I was influenced by David Swensen's take on corporate bonds in Unconventional Success.
by jginseattle
Sat Jul 26, 2014 6:27 pm
 
Forum: Investing - Theory, News & General
Topic: POLL: Do you own corporate bonds?
Replies: 35
Views: 2107

Re: But why not 100% stock index fund?

You could go 100% in Vanguard's Total World Index fund. But expenses are rather high. It would be better to buy a Total (domestic) Stock Index fund and Total International Index fund. Also, there's no value or small tilt. But, with one or two funds, you can't have it all. But try it. Contribute for ...
by jginseattle
Sun Jul 13, 2014 9:50 pm
 
Forum: Investing - Theory, News & General
Topic: But why not 100% stock index fund?
Replies: 76
Views: 7129

Re: Emerging Markets: making up 5% of your equities?

…, I believe that EM took a huge (larger than domestic) hit in 2008. This is why EM is so great in a portfolio: The volatility. One cannot simply buy EM and forget it. One needs to buy EM low and sell high. One can tell what low and high are relative to the rest of their equities simply by setting ...
by jginseattle
Sat Jul 12, 2014 6:53 pm
 
Forum: Investing - Help with Personal Investments
Topic: Emerging Markets: making up 5% of your equities?
Replies: 47
Views: 3606

Re: What Book Are You Currently Reading? Part V

Rational Expectations, by William J. Bernstein.
by jginseattle
Fri Jul 11, 2014 7:38 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3122
Views: 1014758

Re: Want international exposure? You already have it.

Yes, I do already have it. I have a Total International Index fund, a small cap International Index fund and an Emerging Markets Index fund.
by jginseattle
Fri Jul 11, 2014 6:55 pm
 
Forum: Investing - Theory, News & General
Topic: Want international exposure? You already have it.
Replies: 65
Views: 6377

Re: POLL: Are You Re-Balancing?

Yes, in my own fashion.
by jginseattle
Mon Jul 07, 2014 8:03 pm
 
Forum: Investing - Help with Personal Investments
Topic: POLL: Are You Re-Balancing?
Replies: 70
Views: 4977

Re: What Book Are You Currently Reading? Part V

American Sucker, by David Denby. The author got caught up in the tech boom and bust.

Here's a New York Times review...

http://www.nytimes.com/2004/01/25/books ... money.html
by jginseattle
Sun Jul 06, 2014 7:22 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3122
Views: 1014758

Re: What Book Are You Currently Reading? Part V

Just finished "Ed McBain's" (Evan Connell's) 3rd 87th Precinct novel, The Pusher . Pretty good. As with many series novels, I hate the fact that I can't remember which I've read before, but I think this one was new to me. According to the author's afterword, he had originally intended to ...
by jginseattle
Sun Jul 06, 2014 6:33 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3122
Views: 1014758

Re: What Book Are You Currently Reading? Part V

Reducing the Risk of Black Swans: Using the Science of Investing to Capture Returns With Less Volatility, by Larry Swedroe and Kevin Grogan.

The Black Box, by Michael Connelly.
by jginseattle
Thu Jul 03, 2014 8:33 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3122
Views: 1014758

Re: A Larry Style Portfolio for my mother

With a 60% allocation to bonds, I would certainly shorten duration in order to limit portfolio volatility.
by jginseattle
Fri Jun 27, 2014 8:00 pm
 
Forum: Investing - Help with Personal Investments
Topic: A Larry Style Portfolio for my mother
Replies: 15
Views: 1134

Re: Suze Orman or Dave Ramsey?

Gurus? Really?
by jginseattle
Fri Jun 27, 2014 7:57 pm
 
Forum: Personal Finance (Not Investing)
Topic: Suze Orman or Dave Ramsey?
Replies: 85
Views: 16321

Re: Early retirement gotchas

You have more time to go out and spend when you're retired.
by jginseattle
Fri Jun 20, 2014 11:48 pm
 
Forum: Personal Finance (Not Investing)
Topic: Early retirement gotchas
Replies: 28
Views: 5392

Re: What Do You Eat For Snacks?

Nuts.
by jginseattle
Wed Jun 18, 2014 10:34 pm
 
Forum: Personal Consumer Issues
Topic: What Do You Eat For Snacks?
Replies: 103
Views: 6293

Re: What Book Are You Currently Reading? Part V

Keynes's Way to Wealth: Timeless Investment Lessons from The Great Economist, by John F. Wasik. With a forward by John Bogle.

Highly recommended!
by jginseattle
Tue Jun 17, 2014 7:33 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3122
Views: 1014758

Re: What Book Are You Currently Reading? Part V

The Reversal, by Michael Connelly.
by jginseattle
Fri Jun 13, 2014 8:32 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3122
Views: 1014758

Re: What are you doing with the market at an all time high?

I hope to collect the new market highs risk premia.
by jginseattle
Mon Jun 09, 2014 7:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: What are you doing with the market at an all time high?
Replies: 95
Views: 6515

Re: Favorite guitarist...

Jimi Hendrix.
Jeff Beck.
Peter Townshend.
Peter Green.
by jginseattle
Tue Jun 03, 2014 10:35 pm
 
Forum: Personal Consumer Issues
Topic: Favorite guitarist...
Replies: 187
Views: 18901

Re: Trying to Understand Corporate Bond Risk in Wellesley

To assess the risk you would look at credit quality and duration.

Have a look here: https://personal.vanguard.com/us/funds/ ... =INT#tab=2
by jginseattle
Fri May 30, 2014 7:52 pm
 
Forum: Investing - Help with Personal Investments
Topic: Trying to Understand Corporate Bond Risk in Wellesley
Replies: 44
Views: 2969

Re: "Treasuries: A better safe haven than gold"

In Expected Returns , Antti Ilmanen argues that Treasuries could lose their safe haven characteristic. I'm not arguing against Treasuries. I use them for all of my fixed income allocation, and take risk on the equity side. So far, so good. Do you use one fund for treasuries? No muni's, MBS, or corp...
by jginseattle
Wed May 21, 2014 9:45 pm
 
Forum: Investing - Theory, News & General
Topic: "Treasuries: A better safe haven than gold"
Replies: 38
Views: 2723

Re: "Treasuries: A better safe haven than gold"

In Expected Returns, Antti Ilmanen argues that Treasuries could lose their safe haven characteristic.

I'm not arguing against Treasuries. I use them for all of my fixed income allocation, and take risk on the equity side. So far, so good.
by jginseattle
Wed May 21, 2014 9:12 pm
 
Forum: Investing - Theory, News & General
Topic: "Treasuries: A better safe haven than gold"
Replies: 38
Views: 2723

Re: DFA Core-- Why bother with bottom 1000 names?

Was just persuing the holdings in DFVEX: DFA US Vector Equity. It has about 2800 names. About 97% of the fund is in the top 1800 stocks. Why bother having to deal with the bottom 1000 stocks when it only makes up 3% of your fund? Seems like the logistical expense would dwarf any benefit. My guess i...
by jginseattle
Tue May 20, 2014 9:07 pm
 
Forum: Investing - Theory, News & General
Topic: DFA Core-- Why bother with bottom 1000 names?
Replies: 19
Views: 1650

Re: Isn't it a bad time to be investing??

It is the best of times, it is the worst of times.
by jginseattle
Tue May 20, 2014 8:47 pm
 
Forum: Investing - Theory, News & General
Topic: Isn't it a bad time to be investing??
Replies: 67
Views: 6970

Re: David Swensen's Book Unconventional Success

Hey folks I'm in the middle of reading Unconventional Success and by the chapter which discusses the non-core asset classes Mr. Swensen goes on for a few pages bashing corporate bonds on the basis that they have credit risk, are illiquid, call options that work against the investor ( but not for hi...
by jginseattle
Tue May 20, 2014 8:39 pm
 
Forum: Investing - Theory, News & General
Topic: David Swensen's Book Unconventional Success
Replies: 34
Views: 3801

Re: Newest, hottest investment fad....

Also, I would be all over that multi-strategy style fund from AQR if I had easy access to it.
by jginseattle
Wed May 14, 2014 9:20 pm
 
Forum: Investing - Theory, News & General
Topic: Newest, hottest investment fad....
Replies: 31
Views: 4571

Re: Newest, hottest investment fad....

Some thoughts: 1. People are already “enhancing” index funds. I mean you can buy a triple S&P500 ETF. Will people think index funds are just another way to blow up and not the most effective, simple way to build wealth? Are index funds going to evolve into the next best investment strategy? 2. ...
by jginseattle
Wed May 14, 2014 7:52 pm
 
Forum: Investing - Theory, News & General
Topic: Newest, hottest investment fad....
Replies: 31
Views: 4571

Re: Poll:Do small stocks have higher expected returns than l

Small caps have a higher expected return. This is not guaranteed.
by jginseattle
Mon May 12, 2014 5:18 pm
 
Forum: Investing - Theory, News & General
Topic: Poll:Do small stocks have higher expected returns than large
Replies: 78
Views: 4648

Re: What Book Are You Currently Reading? Part V

The 7 Most Important Equations For Your Retirement, by Moshe Milevsky. Somebody recommended Mr. Milevsky in the thread about the best retirement books. It's quite good. Very well written and organized, and very entertaining.
by jginseattle
Sat May 10, 2014 8:44 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3122
Views: 1014758

Re: what is the hardest financial decision?

Withdrawal rate. A lot of people don't even want to think about it. It's a big issue.
by jginseattle
Sat May 10, 2014 8:35 pm
 
Forum: Personal Finance (Not Investing)
Topic: what is the hardest financial decision?
Replies: 55
Views: 4979

Re: Jeremy Grantham article

Grantham is a bright guy and I always like to hear what he has to say. In an interview not too long ago he stated he was looking for a 30% pullback. Translation: "I'm sitting on a bunch of cash that I would like to deploy at bargain prices."
by jginseattle
Tue May 06, 2014 6:48 pm
 
Forum: Investing - Theory, News & General
Topic: Jeremy Grantham article [Bull market will "end badly"]
Replies: 22
Views: 3852

Re: Which Swedroe Books?

I recommend his "Only" guides. I believe there are four of them. Lately it seems that Larry has been writing the same book over and over again. (I'm not talking about the upcoming one on the "Larry" portfolio). The last two books are more concise and accessible and may appeal to ...
by jginseattle
Tue May 06, 2014 6:40 pm
 
Forum: Investing - Theory, News & General
Topic: Which Swedroe Books?
Replies: 16
Views: 751

Re: TV show recommendations?

I'm enjoying Fargo.
by jginseattle
Fri Apr 25, 2014 6:38 pm
 
Forum: Personal Consumer Issues
Topic: TV show recommendations?
Replies: 304
Views: 119867

Re: TV show recommendations?

Live From Daryl's House.
by jginseattle
Fri Apr 11, 2014 8:30 pm
 
Forum: Personal Consumer Issues
Topic: TV show recommendations?
Replies: 304
Views: 119867

Re: Flash Boys For the People

Mr. Lewis is at Seattle's Town Hall tonight. The price of admission includes a copy of the new book.

Here's a link to an interview with the author.

http://seattletimes.com/html/books/2023 ... onxml.html
by jginseattle
Mon Apr 07, 2014 7:49 pm
 
Forum: Investing - Theory, News & General
Topic: Flash Boys For the People
Replies: 15
Views: 2026

Re: Market falling emotions

It's not easy, but it's best to keep emotions out of your investing program.
by jginseattle
Mon Apr 07, 2014 7:32 pm
 
Forum: Investing - Theory, News & General
Topic: Market falling emotions
Replies: 31
Views: 2332

Re: How are you preparing for the coming bear market

I try to include in my portfolio things that will do well during bad times. But who knows what will work best in the future.
by jginseattle
Sun Apr 06, 2014 9:24 pm
 
Forum: Investing - Theory, News & General
Topic: How are you preparing for the coming bear market
Replies: 104
Views: 8616

Re: How has a Taleb-esque portolfio done recently?

It's been some time since I've read The Black Swan, but, if I remember correctly, Taleb suggests highly leveraging the risky portion of a 90% safe/10% risky portfolio.
by jginseattle
Sun Apr 06, 2014 9:16 pm
 
Forum: Investing - Theory, News & General
Topic: How has a Taleb-esque portolfio done recently?
Replies: 34
Views: 3654

Re: 28 Year Old - Managing Retirement Fund

Novine wrote:You have exposure to real estate - its called your home.


Your home is not diversified by type of real estate or location.
by jginseattle
Thu Mar 27, 2014 9:51 pm
 
Forum: Investing - Help with Personal Investments
Topic: 28 Year Old - Managing Retirement Fund
Replies: 19
Views: 1926

Re: Perils of Market Timing

At least their approach is "wide-ranging."
by jginseattle
Wed Mar 26, 2014 9:31 pm
 
Forum: Investing - Theory, News & General
Topic: Perils of Market Timing
Replies: 12
Views: 1500

Re: Looking at Total Bond vs Malkiel/Ellis div stocks + EM b

The proposed changes have a bull market bias and could be ruinous in an alternative environment.
by jginseattle
Mon Mar 24, 2014 7:57 pm
 
Forum: Investing - Theory, News & General
Topic: Looking at Total Bond vs Malkiel/Ellis div stocks + EM bonds
Replies: 32
Views: 2251

Re: What Book Are You Currently Reading? Part V

King Rat, by James Clavell. Very entertaining.
by jginseattle
Sat Mar 15, 2014 11:24 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3122
Views: 1014758

Re: TV show recommendations?

Check it Out with Dr. Steve Brule.
by jginseattle
Mon Mar 03, 2014 11:50 pm
 
Forum: Personal Consumer Issues
Topic: TV show recommendations?
Replies: 304
Views: 119867

Re: So much for sure things -- 2014 edition

Isn't it a little early for the 2014 edition?
by jginseattle
Mon Mar 03, 2014 11:45 pm
 
Forum: Investing - Theory, News & General
Topic: So much for sure things -- 2014 edition
Replies: 3
Views: 665

Re: Avoiding VNQ due to interest rate [Vanguard REIT]

And yet some forum members have recently lowered overall bond duration in anticipation of rising interest rates.
by jginseattle
Fri Feb 28, 2014 8:53 pm
 
Forum: Investing - Help with Personal Investments
Topic: Avoiding VNQ due to interest rate [Vanguard REIT]
Replies: 28
Views: 2659

Re: Wade Pfau feautured in latest Money magazine

Garco,

Thank you for the synopsis of the article.
by jginseattle
Mon Feb 24, 2014 8:49 pm
 
Forum: Investing - Theory, News & General
Topic: Wade Pfau feautured in latest Money magazine
Replies: 8
Views: 2376

Wade Pfau feautured in latest Money magazine

Mr. Pfau is featured in the March 2014 edition of Money magazine in an article on retirement. Many here will be familiar with his work and contributions to the forum. It's good to see him get some mainstream recognition.
by jginseattle
Fri Feb 21, 2014 9:50 pm
 
Forum: Investing - Theory, News & General
Topic: Wade Pfau feautured in latest Money magazine
Replies: 8
Views: 2376

Re: Minimum recommended allocation to an asset class

In Unconventional Success David Swensen recommends 5 to 10 percent as the minimum. Maximum is 25 to 30 percent.
by jginseattle
Fri Feb 21, 2014 9:38 pm
 
Forum: Investing - Theory, News & General
Topic: Minimum recommended allocation to an asset class
Replies: 5
Views: 494

Re: Market Crash Stategies?

My strategy is to hold assets that will do well during bad times. This excludes credits and junk bonds, for example, that will head south along with everything else. But you do pay a price for such portfolio protection.
by jginseattle
Wed Feb 19, 2014 9:51 pm
 
Forum: Investing - Theory, News & General
Topic: Market Crash Stategies?
Replies: 40
Views: 3265
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