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Re: Long-Term Returns website down?

LTR was a fantastic resource and its author was extremely helpful about answering reader queries. I sincerely hope he or she isn't being sued and simply got a great job that required the website to go down! From now on, I'll just be reading bogleheads and Oblivious Investor for investment advice.
by notsure
Tue Jul 02, 2013 4:20 pm
 
Forum: Investing - Theory, News & General
Topic: Long-Term Returns website down?
Replies: 56
Views: 7715

Re: Norwegian Inheritance - What would you do?

Speak with good tax advisors in both Norway and the U.S. In your shoes (depending on the tax advice), I would personally move the money to USD and invest it in a three fund portfolio with Vanguard. If you choose to invest the money in passive funds, I imagine it'll almost certainly be prudent to inv...
by notsure
Tue May 14, 2013 6:49 pm
 
Forum: Investing - Help with Personal Investments
Topic: Norwegian Inheritance - What would you do?
Replies: 8
Views: 1069

Still dislike VGIT (Intermediate-Term Government Bond ETF)?

I posted a question previously about bond funds but accidentally gave incomplete information about the funds that were available to me. I now realize I can invest in the Vanguard Intermediate-Term Government Bond ETF (VGIT), too. VGIT is a tax-efficient option for someone in my situation (investing ...
by notsure
Wed May 08, 2013 7:00 pm
 
Forum: Investing - Help with Personal Investments
Topic: Bonds, taxes, limited funds to choose from (edited title)
Replies: 14
Views: 1176

Re: Please critique this portfolio: 100% VT. [Total World In

boggler might want to read this on Long-Term Returns, demonstrating how it's really very simple to hold VTI and VXUS and achieve comparable results to VT.
by notsure
Tue May 07, 2013 12:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: Please critique this portfolio: 100% VT. [Total World Index]
Replies: 78
Views: 5008

Funding Schwab brokerage account with foreign currency?

I've noticed a couple of Bogleheads threads where members mention Schwab's service that allows you to fund your US-based Schwab brokerage account, by transferring foreign currency you hold in a foreign account to an account they hold in that country. For example, you could transfer pounds sterling h...
by notsure
Mon May 06, 2013 3:10 pm
 
Forum: Personal Finance (Not Investing)
Topic: Funding Schwab brokerage account with foreign currency?
Replies: 0
Views: 220

Re: Bonds, taxes, limited funds to choose from

I've slowly built up a little more knowledge from reading many great Bogleheads threads, the Bogleheads Guide to Investing, and The Elements of Investing. My portfolio plan has evolved. Long-Term Investor was extremely helpful in outlining how to achieve a globally-weighted stocks allocation (equiva...
by notsure
Sun May 05, 2013 11:55 am
 
Forum: Investing - Help with Personal Investments
Topic: Bonds, taxes, limited funds to choose from (edited title)
Replies: 14
Views: 1176

Re: Suggested strategy for large international money transfe

Thanks jenn3. That is indeed helpful, real £-to-$ experience. I'll look into Barclays.
by notsure
Mon Apr 29, 2013 5:20 pm
 
Forum: Personal Finance (Not Investing)
Topic: Suggested strategy for large international money transfer?
Replies: 5
Views: 538

Re: Bonds, taxes, limited funds to choose from

To update, I think I'm no longer likely to go 100% stocks -- more like 80% stocks/20% bonds with the aim to raise the bond allocation to 25% with new contributions. My starting portfolio could total as much as $900,000 and I've started to think about how the stakes will get much higher with that siz...
by notsure
Fri Apr 26, 2013 10:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: Bonds, taxes, limited funds to choose from (edited title)
Replies: 14
Views: 1176

Re: Suggested strategy for large international money transfe

I'm glad neither of you is against using a major bank. Thank you for the advice.
by notsure
Fri Apr 26, 2013 9:24 pm
 
Forum: Personal Finance (Not Investing)
Topic: Suggested strategy for large international money transfer?
Replies: 5
Views: 538

Suggested strategy for large international money transfer?

I anticipate making a large transfer (of more than $300,000) from a U.K. bank account to a U.S. bank account in the coming months (i.e. from £ to $). I have done some research but haven't found a strategy that seems to be risk-free and low-cost. The forex companies I've read about, like currencyexch...
by notsure
Fri Apr 26, 2013 2:40 pm
 
Forum: Personal Finance (Not Investing)
Topic: Suggested strategy for large international money transfer?
Replies: 5
Views: 538

Re: Bonds, taxes, limited funds to choose from

snowman and dbr, those are helpful clarifications. I understand, dbr, that your point was about the very limited effect of a 10% bond allocation and not about advocating for 100% stocks. And thank you for the reading ideas, snowman. As far as buying VT only and be done with it, it certainly is an op...
by notsure
Tue Apr 23, 2013 4:15 pm
 
Forum: Investing - Help with Personal Investments
Topic: Bonds, taxes, limited funds to choose from (edited title)
Replies: 14
Views: 1176

Re: Bonds, taxes, limited funds to choose from

snowman and dbr, thank you for your suggestions. You have both made me feel confident in a 100% stock portfolio, together with what I've read on Oblivious Investor regarding young investors. (I had been considering 100% stocks recently.) I identify with snowman's recommendation to keep the portfolio...
by notsure
Tue Apr 23, 2013 11:16 am
 
Forum: Investing - Help with Personal Investments
Topic: Bonds, taxes, limited funds to choose from (edited title)
Replies: 14
Views: 1176

Re: Help a young man plan

Paul (tibbitts), thank you very much for your reply. Just to confirm, are you suggesting that I do not necessarily need a bond allocation? From reading the forum, I'm aware that a bond allocation is recommended firstly to avoid reacting unwisely to ones portfolio value plummeting in a crash, and sec...
by notsure
Tue Apr 23, 2013 9:00 am
 
Forum: Investing - Help with Personal Investments
Topic: Bonds, taxes, limited funds to choose from (edited title)
Replies: 14
Views: 1176

Re: Help a young man plan!

Since posting my query I've been searching Bogleheads a lot for advice about using I-bonds as part (or all) of ones bond allocation. There doesn't seem to be complete agreement about this. Am I right to think that an I-bonds bond allocation would make my portfolio considerably less diversified than ...
by notsure
Tue Apr 23, 2013 8:10 am
 
Forum: Investing - Help with Personal Investments
Topic: Bonds, taxes, limited funds to choose from (edited title)
Replies: 14
Views: 1176

Bonds, taxes, limited funds to choose from (edited title)

Hello, I'm new to posting on Bogleheads. I'm investing a large lump sum (about $900,000) I inherited, and am particularly uncertain about how I should invest the bond allocation. I have no current investment portfolio and cannot invest in tax-advantaged accounts because I'm a graduate student in my ...
by notsure
Sun Apr 21, 2013 11:51 am
 
Forum: Investing - Help with Personal Investments
Topic: Bonds, taxes, limited funds to choose from (edited title)
Replies: 14
Views: 1176

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