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by stratton
Thu May 28, 2015 5:50 am
Forum: Investing - Theory, News & General
Topic: WSJ: Trading has shifted to the end of the day
Replies: 4
Views: 906

WSJ: Trading has shifted to the end of the day

Remember Rick Ferri's comments about not doing your trading during the first or last hour of the day? :twisted: http://si.wsj.net/public/resources/images/OG-AE700_201505_E_20150527175238.jpg Traders Pile in at Close The middle of the day has become awfully quiet on the U.S. stock market, as index fu...
by stratton
Tue May 26, 2015 6:00 am
Forum: Investing - Theory, News & General
Topic: PXSV has changed indexes
Replies: 130
Views: 11837

Re: PXSV has changed indexes

etf.com article FTSE Russell Melding Ideas For The Future Last para in the article: Next Tuesday, we’ll announce with PowerShares some Russell pure-style index ETFs . We are building great momentum on a number of fronts. Don't know if that means May 26 or June 2 given the interview happened before M...
by stratton
Wed May 20, 2015 5:58 pm
Forum: Personal Finance (Not Investing)
Topic: WP: Five big banks agree to pay more than $5 billion to settle regulatory charges
Replies: 6
Views: 803

Re: WP: Five big banks agree to pay more than $5 billion to settle regulatory charges

FT Alphaville says: Actually, maybe it would be wise to spend a bit more on the last one. The FT’s running total of legal fines and settlements paid by banks to US regulators since 2007 now comes to $155bn. In case you were wondering, over eight years that works out to $53m per day (including weeke...
by stratton
Tue May 19, 2015 6:31 am
Forum: Investing - Theory, News & General
Topic: Rick Ferri Launching A Robo Advisory
Replies: 12
Views: 2874

Rick Ferri Launching A Robo Advisory

etf.com reports: Rick Ferri Launching A Robo Advisory Rick Ferri, one of the most well-known index investors in the world, is launching a robo advisory this summer. His goal is simple: to reach younger investors. The founder and managing partner of Portfolio Solutions has been hugely successful in t...
by stratton
Tue May 05, 2015 12:23 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Claims Title of World’s Largest Bond Fund
Replies: 20
Views: 2340

Re: Vanguard Claims Title of World’s Largest Bond Fund

It's not like Vanguard had much to do with it. From the WSJ:

Image

Paul
by stratton
Mon May 04, 2015 1:24 pm
Forum: Forum Issues and Administration
Topic: Forum software upgrade bug reports and change requests
Replies: 206
Views: 9805

Re: Forum software upgrade bug reports and change requests

Indexing must be done. The web site has sped up quite a bit. :P

Paul
by stratton
Sun May 03, 2015 7:56 pm
Forum: Forum Issues and Administration
Topic: Forum software upgrade bug reports and change requests
Replies: 206
Views: 9805

Re: Forum software upgrade bug reports and change requests

The web site speed is slow. Any idea if this will speed up?

I've heard there may be some indexing going on. If there isn't this is really painful to use.

Paul
by stratton
Sun May 03, 2015 7:51 pm
Forum: Forum Issues and Administration
Topic: What's new and changed in phpBB 3.1
Replies: 69
Views: 3368

Re: What's new and changed in phpBB 3.1

New site looks great on my iPhone 6. No more pinching to view threads. I have the opposite problem. Previously it would appear on my 4.5" 1280x780 pix Windows Phone, in portrait mode, and not show the right most two columns on the bogleheads.org root page and it was readable. Now the whole pag...
by stratton
Sun May 03, 2015 2:09 pm
Forum: Investing - Help with Personal Investments
Topic: Wellseley VWINX - for a conservative investor mid 30s.
Replies: 16
Views: 1886

Re: Wellseley VWINX - for a conservative investor mid 30s.

Do you think the average duration of 6.2 years could be a problem with this fund if interest rate start to move up? Thanks I wouldn't have a problem with that in my judgement and preference, but a person who does probably would not want to own this fund. That's part of what you're hiring the fund m...
by stratton
Sun May 03, 2015 1:41 pm
Forum: Personal Consumer Issues
Topic: Best Chromebook 2015
Replies: 52
Views: 4059

Re: Best Chromebook 2015

by stratton
Fri May 01, 2015 8:18 pm
Forum: Investing - Theory, News & General
Topic: Even Financial Pros Choose Indexing for Retirement Savings
Replies: 6
Views: 1313

Re: Even Financial Pros Choose Indexing for Retirement Savin

Are the numbers higher for index funds in Canada where the MERs are a lot higher?

Paul
by stratton
Fri May 01, 2015 5:15 pm
Forum: Investing - Theory, News & General
Topic: "Unconstrained" food fight
Replies: 6
Views: 1330

Re: "Unconstrained" food fight

For all intents and purposes "unconstrained" means global junk in USD and local currency with probably some stock sprinkled in. There might be some limits on things like currency exposure or stock. You should assume "unconstrained" is probably more aggressive than a multi-sector ...
by stratton
Fri May 01, 2015 4:59 pm
Forum: Forum Issues and Administration
Topic: Oh yuck, what just happened to the font?
Replies: 65
Views: 4742

Re: Oh yuck, what just happened to the font?

Wow, you guys are fast. Mea culpa. That's my fault. Really. I updated the home page code. It's been tested thoroughly, but the only way to "go live" without taking the site offline was to copy files quickly. You caught me in the middle of copying files. This only takes a few minutes, but ...
by stratton
Fri May 01, 2015 4:55 pm
Forum: Investing - Theory, News & General
Topic: US stocks returned "just 0.6%" 1915-1982
Replies: 56
Views: 5688

Re: US stocks returned "just 0.6%" 1915-1982

I've seen at least one or two other articles where Brett Arends has not included dividends in the numbers he sites. Sorry no links.

I suggest avoiding any articles by him.

Paul
by stratton
Fri May 01, 2015 4:00 pm
Forum: Forum Issues and Administration
Topic: Oh yuck, what just happened to the font?
Replies: 65
Views: 4742

Re: Oh yuck, what just happened to the font?

It appears to have been fixed.

Paul
by stratton
Fri May 01, 2015 3:57 pm
Forum: Forum Issues and Administration
Topic: Oh yuck, what just happened to the font?
Replies: 65
Views: 4742

Re: Oh yuck, what just happened to the font?

Yep, broken here too on both my desktop browser (IE 11 on Win 8.1) and phone browser (IE on Win phone 8.1) for the bogleheads.org web site. It wasn't doing this at 11 am PDT on the desktop. Some place after about that time the fonts became smaller and pushed together. It's very hard to read. It's ha...
by stratton
Mon Apr 27, 2015 11:41 am
Forum: Investing - Theory, News & General
Topic: WINSTREAM corporate actions, CSAL spinoff, and reverse split
Replies: 2
Views: 353

Re: WINSTREAM corporate actions, CSAL spinoff, and reverse s

https://finance.yahoo.com/news/windstreams-reit-spin-reverse-stock-163513719.html A Closer Look At CS&L REIT Spin ... CS&L Helps Pay Windstream Debt ... CS&L Questions I read Morningstar's Josh Peter's Dividend Investor newsletter at the library and he warns that rural wireline carriers ...
by stratton
Thu Apr 23, 2015 5:42 am
Forum: Personal Finance (Not Investing)
Topic: Inherited farmland: Should we sell or keep?
Replies: 40
Views: 3776

Re: Inherited farmland: Should we sell or keep?

USDA: Land Values Summary from Aug 2014. Breaks down by region, irrigated etc. March 2013: Farmland prices: Is the bubble about to burst? WASHINGTON -- Record-high prices for corn, soybeans, wheat and other commodities have left growers flush with cash to purchase more land. And what the farmers don...
by stratton
Mon Apr 06, 2015 11:51 pm
Forum: Local Chapters and Bogleheads Community
Topic: Seattle Chapter?
Replies: 107
Views: 13723

Re: Seattle Chapter?

Count me in for the 18th.

Paul
by stratton
Tue Mar 24, 2015 3:13 pm
Forum: Local Chapters and Bogleheads Community
Topic: Seattle Chapter?
Replies: 107
Views: 13723

Re: Seattle Chapter?

Seattlenative wrote:
stratton wrote:We've been aiming at quarterly. I still have stuff to give away. :-) Paul

Could a meeting be scheduled for mid-April?

Email delconte.

I suggest after tax day.

Paul
by stratton
Tue Mar 24, 2015 3:10 pm
Forum: Investing - Help with Personal Investments
Topic: What do you think of storage sheds as an investment?
Replies: 38
Views: 3646

Re: What do you think of storage sheds as an investment?

https://www.reit.com/investing

Start digging. There are indexes and probably a list of REITs that do storage so you can grab annual reports from their web sites.

Paul
by stratton
Tue Mar 24, 2015 1:36 am
Forum: Personal Consumer Issues
Topic: Considering the new MacBook 12-inch Retina ...
Replies: 26
Views: 3743

Re: Considering the new MacBook 12-inch Retina ...

13-inch Broadwell MacBook showdown: Should you go Pro or get an Air?
Review: The 2015 Broadwell refreshes are similar, but not identical.

Paul
by stratton
Sat Mar 14, 2015 2:49 pm
Forum: Local Chapters and Bogleheads Community
Topic: Seattle Chapter?
Replies: 107
Views: 13723

Re: Seattle Chapter?

We've been aiming at quarterly.

I still have stuff to give away. :-)

Paul
by stratton
Sat Mar 14, 2015 2:47 pm
Forum: Investing - Help with Personal Investments
Topic: Should tilters recommend tilting to beginners?
Replies: 49
Views: 3044

Re: Should tilters recommend tilting to beginners?

I would say yes. Some people intuitively get and like the idea of tilting and others don't. If they don't seem to like the idea, drop it. See Bill Schultheis' The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life 10% large cap such as S&P 500 10% large cap...
by stratton
Tue Mar 03, 2015 5:54 am
Forum: Investing - Help with Personal Investments
Topic: Is this a REIT or not?
Replies: 15
Views: 792

Re: Is this a REIT or not?

Principal Financial Group Real Estate fund is like TIAA RE fund. It certainly is not fixed income. One person here was in it during 2008/9 and the fund had liquidity problems so locked redemptions. I think it took a couple years before he could get any money out. Not sure how much at a time was allo...
by stratton
Sat Feb 14, 2015 7:41 pm
Forum: Investing - Theory, News & General
Topic: active vs passive in response to Larry Swedroe posting
Replies: 30
Views: 3649

Re: active vs passive in response to Larry Swedroe posting

TWEBX has a 1.37% ER according to Morningstar.

if an ~1% advisor overhead is subtracted from the DFA fund the numbers are pretty similar. If you back out the ER the Tweedy Browne fund might even be a tiny bit better.

Paul
by stratton
Sat Jan 10, 2015 4:58 pm
Forum: Investing - Theory, News & General
Topic: Distressed energy investing
Replies: 3
Views: 671

Re: Distressed energy investing

Third Avenue Funds has an open ended mutual fund that buys distressed assets. http://www.thirdave.com/fund/third-avenue-focused-credit-fund/ I suggest reading their quarterly reports for that fund if you want to learn about distressed investing. It's written for an investor and not a financial profe...
by stratton
Thu Jan 08, 2015 10:45 pm
Forum: Investing - Help with Personal Investments
Topic: Amana Portfolio Allocation
Replies: 42
Views: 4262

Re: Amana Portfolio Allocation

Preferred stock might also be an option since it's not a bond.

There are several ETFs such as PFF etc.

Paul
by stratton
Sun Jan 04, 2015 12:02 am
Forum: Personal Consumer Issues
Topic: [Security warning at Vanguard site using Chrome on a Mac]
Replies: 10
Views: 2355

Re: Attention Mac Users with Chrome Browsers

Have you tried Safari?

Paul
by stratton
Fri Jan 02, 2015 10:29 am
Forum: Investing - Theory, News & General
Topic: ETFs can fundamentally change
Replies: 8
Views: 1137

Re: ETFs can fundamentally change

Open ended mutual funds get merged into others a fairly often and I've seen them change a few times. An example: http://www.mutualfundobserver.com/2015/01/january-1-2015/#Briefly_Noted See "old wine, new bottle" and "off to the dustbin of history" sections. This is a first for a ...
by stratton
Fri Jan 02, 2015 10:24 am
Forum: Personal Finance (Not Investing)
Topic: Managing Household Records
Replies: 12
Views: 1462

Re: Managing Household Records

I have 12 files labeled January through December where I rotate monthly bills through for ones I don't intend on keeping. Anything with tax implications gets filed with the tax year it applies.

I need to clean out the January one with all the 2014 stuff in it.

Paul
by stratton
Wed Dec 31, 2014 1:37 pm
Forum: Investing - Theory, News & General
Topic: A Fund That Trounces the S&P 500
Replies: 6
Views: 2059

A Fund That Trounces the S&P 500

The author refers to the fund that beats the S&P 500 as "Fund X". WSJ: A Fund That Trounces the S&P 500 http://si.wsj.net/public/resources/images/BN-GD134_fundx_E_20141222141150.jpg From the end of 1999 through mid-December, Fund X earned 2.6 times the return of the S&P 500 ind...
by stratton
Thu Dec 25, 2014 5:01 pm
Forum: Personal Consumer Issues
Topic: Favorite computer apps when travelling
Replies: 19
Views: 2272

Re: Favorite computer apps when travelling

Urban Spoon does restaurant reviews and is similar to yelp.

http://www.urbanspoon.com

Paul
by stratton
Wed Dec 24, 2014 12:57 am
Forum: Investing - Theory, News & General
Topic: Relative tax inefficiency of active funds?
Replies: 38
Views: 3188

Re: Relative tax inefficiency of active funds?

Vanguard's actively managed funds have had quite impressively large distributions.

International Value (VTRIX) and Precious Metals and Mining (VGPMX) have historically had distributions of 20% to 25% of NAV in one year.

Not tax efficient!

Paul
by stratton
Fri Dec 12, 2014 10:11 pm
Forum: Investing - Theory, News & General
Topic: BOGLEHEAD CONTEST -- November 2014
Replies: 41
Views: 5764

Re: BOGLEHEAD CONTEST -- November 2014

Oops. I'm in a four way tie for 4th.

Time to start a newsletter!

Paul
by stratton
Mon Dec 08, 2014 10:55 am
Forum: Investing - Theory, News & General
Topic: etf.com; Legends Of Indexing: John Bogle
Replies: 0
Views: 305

etf.com; Legends Of Indexing: John Bogle

Legends Of Indexing: John Bogle Let's face it: Without John Bogle, there would have been no Journal of Indexes. The launch of the Vanguard 500 Index Fund nearly 40 years ago spawned a revolution in the investing world. Today indexed assets continue to grow, steadily eroding the active management st...
by stratton
Wed Dec 03, 2014 6:34 pm
Forum: Local Chapters and Bogleheads Community
Topic: Seattle Chapter?
Replies: 107
Views: 13723

Re: Seattle Chapter?

I'm sure I can find more Vanguard stuff to give away such as a t-shirt or golf hat.

Paul
by stratton
Wed Dec 03, 2014 6:32 pm
Forum: Investing - Theory, News & General
Topic: Strong Dollar Clobbers Returns of Foreign-Stock Funds
Replies: 26
Views: 2793

Strong Dollar Clobbers Returns of Foreign-Stock Funds

WSJ: Strong Dollar Clobbers Returns of Foreign-Stock Funds This graphic shows it all: http://si.wsj.net/public/resources/images/BN-FV585_1203do_G_20141203081710.jpg Yes, there are currency effects to your investment. Welcome to the stronger US dollar. The locals can make money and a US based investo...
by stratton
Sat Nov 29, 2014 8:34 am
Forum: Investing - Help with Personal Investments
Topic: TIPS Fund With Commodities?!?!
Replies: 8
Views: 1400

Re: TIPS Fund With Commodities?!?!

No the new fund is not the same. You've gone from a fund with 100% TIPS bonds to one that has 50% TIPS bonds and 50% equity like instruments with equity like volatility . The new fund is similar in concept to Fidelity's Fidelity Strategic Real Return Fund (FSRRX). Fidelity Strategic Real Return Fund...
by stratton
Fri Nov 21, 2014 5:28 pm
Forum: Personal Finance (Not Investing)
Topic: Home equity loan as an asset?
Replies: 46
Views: 4318

Re: Home equity loan as an asset?

Don't assume the home equity loan will be there for say layoffs. Banks can/will freeze home equity loans of people employed by companies that announce layoffs. They won't unfreeze them until you can prove you're not getting layed off. I have no idea if "not getting a warning notice" is eno...
by stratton
Mon Nov 17, 2014 10:33 am
Forum: Investing - Help with Personal Investments
Topic: Investing in IPOs / Risks, Warnings?
Replies: 10
Views: 675

Re: Investing in IPOs / Risks, Warnings?

Even for companies as unambiguously successful as Twitter the question of how they monetize their eyeballs remains open. Take a look at the global advertising market and the global search market-- how much of that can they realistically grab? According to S&P Twitter is junk . :annoyed The cred...
by stratton
Sat Nov 15, 2014 9:05 pm
Forum: Personal Consumer Issues
Topic: Harry's razors
Replies: 53
Views: 6928

Re: Harry's razors

Might as well make this an investment question. :P

How many of you slice and dice instead of something simple like 3-fund?

:beer
by stratton
Sat Nov 01, 2014 8:40 pm
Forum: Personal Consumer Issues
Topic: MS Windows 7 Dead [in 2020]?
Replies: 26
Views: 2400

Re: MS Windows 7 Dead [in 2020]?

Windows 7 final sales day was October 31 for CONSUMER copies.

Business systems with Windows 7 are still available.

Dell, as an example.

Paul
by stratton
Tue Sep 30, 2014 5:18 pm
Forum: Local Chapters and Bogleheads Community
Topic: EmergDoc has Surpassed 10,000 posts!
Replies: 32
Views: 3622

Re: EmergDoc has Surpassed 10,000 posts!

Welcome to the, "I have too much time to spend on the BH board club."

Paul
by stratton
Tue Sep 30, 2014 5:17 pm
Forum: Investing - Theory, News & General
Topic: Will you invest in Bill Gross's new bond fund?
Replies: 51
Views: 3144

Re: Will you invest in Bill Gross's new bond fund?

nisiprius wrote:
Rodc wrote:Gross starting a new fund has no more interest to me than Hollywood gossip and has about the same impact on my investing.
What, you don't follow Fox on Stocks?

I prefer Fox in Socks by the great Dr. Seuss. :P

Paul
by stratton
Tue Sep 30, 2014 6:29 am
Forum: Investing - Theory, News & General
Topic: Will you invest in Bill Gross's new bond fund?
Replies: 51
Views: 3144

Re: Will you invest in Bill Gross's new bond fund?

PTTRX has a $25K minimum at Vanguard. Typically Pimco institutional funds are $25K minimum at Vanguard. Sometimes Pimco institutional funds are available for $100K minimums at Fidelity where they seem to randomly drop down to that amount. Wouldn't be surprised if they do this now to attract a little...
by stratton
Tue Sep 30, 2014 6:15 am
Forum: Investing - Theory, News & General
Topic: Bill Gross moving from PIMCO to Janus, Monday
Replies: 119
Views: 12665

Re: Bill Gross moving from PIMCO to Janus, Monday

Morningstar has made a seven page analysis of Pimco Total Return bond fund available for free.

http://submissions.morningstar.com/wp-c ... report.pdf

Paul
by stratton
Sat Sep 27, 2014 12:04 pm
Forum: Investing - Help with Personal Investments
Topic: Will Bill Gross beat the Total Bond Market Index?
Replies: 57
Views: 6291

Re: Will Bill Gross beat the Total Bond Market Index?

Yes, Bill Gross will "beat" Total Bond Market, but he'll take more risk with credit ratings, duration, foreign etc.

Paul
by stratton
Sat Sep 27, 2014 11:59 am
Forum: Local Chapters and Bogleheads Community
Topic: Thank you Alex Frakt and Larry Auton!!
Replies: 11
Views: 1344

Re: Thank you Alex Frakt and Larry Auton!!

Thanks Alex and Larry.

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