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Re: International allocation

Sconie wrote:I have 40% of my equity allocation in Int'l and---at least so far---0% of my fixed allocation int'l.


Me too.
by jginseattle
Mon Aug 25, 2014 8:03 pm
 
Forum: Investing - Theory, News & General
Topic: International allocation
Replies: 62
Views: 3162

Re: value or small cap tilting vs time to retirement

I think it's a good thing to spread risk over independent factors.
by jginseattle
Sat Aug 23, 2014 8:24 pm
 
Forum: Investing - Theory, News & General
Topic: value or small cap tilting vs time to retirement
Replies: 7
Views: 725

Re: Favorite guitarist...

v338241 wrote:Hello - I am voting for Stevie Ray Vaughn because I loved his style of blues.

If you appreciate great guitarists, then check out Johnny A.

He is awesome!


I have all his CDs and saw him in concert a few years ago. You're right. Johnny A is awesome!
by jginseattle
Sat Aug 23, 2014 8:18 pm
 
Forum: Personal Consumer Issues
Topic: Favorite guitarist...
Replies: 207
Views: 21098

Re: What Book Are You Currently Reading? Part V

I'm just finishing up Trunk Music, by Michael Connelly. It's the best Connelly novel that I've read so far, but it's only my third.
by jginseattle
Sat Aug 23, 2014 8:11 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3253
Views: 1105571

Re: [Poll] How I Feel When I Think about Investing, etc.

I try to keep my feelings out of it.
by jginseattle
Fri Aug 15, 2014 6:36 pm
 
Forum: Investing - Theory, News & General
Topic: [Poll] How I Feel When I Think about Investing, etc.
Replies: 36
Views: 2362

Re: Do you diversify into international bond?

chaz wrote:Not needed.


+1.
by jginseattle
Fri Aug 15, 2014 5:52 pm
 
Forum: Investing - Help with Personal Investments
Topic: Do you diversify into international bond?
Replies: 31
Views: 2028

Re: An Honest Stock Market Update - A good laugh

Very funny. Thanks for posting.
by jginseattle
Wed Aug 13, 2014 1:47 am
 
Forum: Investing - Theory, News & General
Topic: An Honest Stock Market Update - A good laugh
Replies: 17
Views: 2896

Re: Who or what inspired you and your investing approach?

John Bogle.
Larry Swedroe.
William Bernstein.
David Swensen.
Howard Marks.
Moshe A. Milevsky.
by jginseattle
Thu Aug 07, 2014 4:22 pm
 
Forum: Personal Finance (Not Investing)
Topic: Who or what inspired you and your investing approach?
Replies: 93
Views: 4301

Re: Seattle Chapter?

Our new "leader" has exactly one post! :D
by jginseattle
Sat Aug 02, 2014 8:24 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Seattle Chapter?
Replies: 49
Views: 4209

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: 2142

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: 7365

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: 3660

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: 3253
Views: 1105571

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: 6411

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: 5028

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: 3253
Views: 1105571

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: 3253
Views: 1105571

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: 3253
Views: 1105571

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: 1143

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: 16438

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: 5471

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: 6468

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: 3253
Views: 1105571

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: 3253
Views: 1105571

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: 6568

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: 207
Views: 21098

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: 2994

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: 2731

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: 2731

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: 1656

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: 6997

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: 3861

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: 4658

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: 4658

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: 4794

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: 3253
Views: 1105571

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: 5006

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: 3892

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: 754

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: 120296

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: 120296

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: 2038

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: 2356

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: 8634

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: 3684

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: 1940

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: 1504

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: 2288

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: 3253
Views: 1105571
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