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Re: Is VBIAX really closed to new investors?

Would I be better served with a 60/40 mix of VTI and BND and balance annually? With the BND in my tax-deferred/exempt accounts? Seems like the only downside would be the effort to rebalance annually?
by ldm616
Mon Jul 01, 2013 7:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: Is VBIAX really closed to new investors?
Replies: 2
Views: 571

Is VBIAX really closed to new investors?

I was looking at VBINX and realized VBIAX is less expensive. When I tried to buy it via Schwab I got an error message saying VBIAX is closed to new investors - only existing investors can buy more shares. Can anyone confirm that this is true? I don't see any mention of it on Vanguard's website. Anyt...
by ldm616
Mon Jul 01, 2013 6:42 pm
 
Forum: Investing - Help with Personal Investments
Topic: Is VBIAX really closed to new investors?
Replies: 2
Views: 571

Re: If you had to allocate a new chunk of money right now...

Appreciate all the replies. A bit more data. I have an account that was actively managed with healthy doses of stock picking, market timing and performance chasing. Needless to say, I could have done better with VBINX. I have liquidated that account and am now ready to redeploy it in ETFs or index f...
by ldm616
Sat Jun 29, 2013 6:27 pm
 
Forum: Investing - Help with Personal Investments
Topic: If you had to allocate a new chunk of money right now...
Replies: 30
Views: 2679

If you had to allocate a new chunk of money right now...

What would your allocation be? I am 47 and don't expect to need any of my money for at least 8 years. I am reasonably risk tolerant. I like the idea of investing across all asset classes, but keep hearing poor outlooks for emerging markets, real estate (REITs), commodities, and bonds (specially bond...
by ldm616
Fri Jun 28, 2013 1:33 pm
 
Forum: Investing - Help with Personal Investments
Topic: If you had to allocate a new chunk of money right now...
Replies: 30
Views: 2679

Re: Any Bogleheads in or near Newport Beach, CA?

Thanks, Brian. I'd appreciate free advice even more if I can get it ;)

I will look into a flat-fee advisor too - good suggestion. I had assumed they all provided advice as part of an ongoing management service.
by ldm616
Wed Jun 12, 2013 12:43 pm
 
Forum: Investing - Help with Personal Investments
Topic: Any Bogleheads in or near Newport Beach, CA?
Replies: 6
Views: 448

Any Bogleheads in or near Newport Beach, CA?

I'd like to pay a friendly Boglehead by the hour to help me figure out how to unwind my current (managed) investments and reallocate per the Boglehead philosophy. This board is great, but I imagine I'll make more progress more quickly if I can sit down with someone for an hour or two. I'm NOT lookin...
by ldm616
Wed Jun 12, 2013 11:13 am
 
Forum: Investing - Help with Personal Investments
Topic: Any Bogleheads in or near Newport Beach, CA?
Replies: 6
Views: 448

Re: Are inflation-indexed bonds better than cash?

Thanks for the replies. I want to take the Bogle plunge after a bad experience with managed money, but am concerned that buying a bond fund as part of the super simple 2-fund portfolio might hurt me given all the talk about bonds being a "terrible investment" right now.
by ldm616
Tue Jun 11, 2013 9:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: Are inflation-indexed bonds better than cash?
Replies: 7
Views: 1065

Are inflation-indexed bonds better than cash?

If I want to balance my stock fund with something less volatile, would inflation-indexed bonds be a better option than cash? Would they at least maintain their value relative to inflation - or am I missing something? On a related note, are they more or less likely to outperform other forms of bonds ...
by ldm616
Tue Jun 11, 2013 4:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: Are inflation-indexed bonds better than cash?
Replies: 7
Views: 1065

Am I ok with 53/47 stock/bond mix given Buffett comments?

Q1: After 3+ years of under-performing active management of my retirement fund I'm thinking hard about switching to the Boglehead approach. If I use my age as a guide, my allocation mix for a simple 2-index-fund portfolio would be 53% stocks, 47% bonds. That said, I noticed that Warren Buffett recen...
by ldm616
Mon Jun 03, 2013 2:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: Am I ok with 53/47 stock/bond mix given Buffett comments?
Replies: 9
Views: 1277

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