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Re: "Absolute Return" Using Index Funds?

A permanent portfolio is a type of market neutral fund. :twisted:

25% stocks
25% T-bills
25% gold
25% long term 20+ year Treasuries.

Paul
by stratton
Sat Aug 30, 2014 7:18 pm
 
Forum: Investing - Theory, News & General
Topic: "Absolute Return" Using Index Funds?
Replies: 18
Views: 1669

Re: Indexing in EM, and Templeton's Mobius

I like Templeton Global Small Cap (TEMGX), but not as an investment. The fund started June 1, 1981.

It's the longest running international small cap proxy I can find. :-)

Paul
by stratton
Sat Aug 30, 2014 7:04 pm
 
Forum: Investing - Theory, News & General
Topic: Indexing in EM, and Templeton's Mobius
Replies: 10
Views: 964

Re: What's the Market Neutral fund good for?

I almost think the market neutral fund is for employee retention among the stock index fund managers. At last years BH visit to Vanguard I asked the head index fund managers what he thought about the market neutral fund and paraphrasing what he said, "It was his favorite because he got to pick ...
by stratton
Sat Aug 30, 2014 6:56 pm
 
Forum: Investing - Help with Personal Investments
Topic: What's the Market Neutral fund good for?
Replies: 39
Views: 4892

Re: Is a 16% expense ratio technically possible?

This is an MLP fund like the etf AMLP which is structured as a c-corp. What you're seeing is the future (?) tax obligations. Most of the MLP CEFs are structured similarly such that the leverage is essentially an attic to hold the tax obligations. Either buy a really new one that doesn't have any acc...
by stratton
Mon Aug 18, 2014 7:44 pm
 
Forum: Investing - Theory, News & General
Topic: Is a 16% expense ratio technically possible?
Replies: 15
Views: 1491

Re: When is a 3.75% load worth it?

You can get the institutional version at Vanguard for $25K minimum.

PIMCO Fundamental IndexPLUS AR Inst (PXTIX)
https://personal.vanguard.com/us/funds/ ... IntExt=EXT

0.79% ER.

No, I wouldn't buy this. :P

Paul
by stratton
Wed Aug 06, 2014 12:33 am
 
Forum: Investing - Theory, News & General
Topic: When is a 3.75% load worth it?
Replies: 79
Views: 5271

Re: how to visit the Pyrennes in a day?

Andorra?

Paul
by stratton
Mon Aug 04, 2014 7:11 am
 
Forum: Personal Consumer Issues
Topic: how to visit the Pyrennes in a day?
Replies: 2
Views: 329

Re: Reliability of stock data prior to 1939?

Spokane, Washington used to have an exchange 100+ years ago with lots of silver mining companies from Northern, Idaho listed.

Paul
by stratton
Mon Aug 04, 2014 7:10 am
 
Forum: Investing - Theory, News & General
Topic: Reliability of stock data prior to 1939?
Replies: 14
Views: 868

Re: Seattle Chapter?

East. :-)

We can meet in the middle on Mercer Island. I have no idea where.

Maybe we can get Bill Schultheis to let us borrow his coffee house.

Paul
by stratton
Sun Aug 03, 2014 11:53 am
 
Forum: Local Chapters and Bogleheads Community
Topic: Seattle Chapter?
Replies: 49
Views: 4431

Re: Best Coffee Maker? What do you have?

I just have to post this... Latte Literature: The Girl Who Played with Fire Journalist Mikael Blomkvist searches for the troubled, but intrepid, Lisbeth Salander. Upon entering her apartment he “ admires in awe the espresso machine on its own table. She had a Jura Impressa X7 with attached milk cool...
by stratton
Fri Jul 25, 2014 6:53 pm
 
Forum: Personal Consumer Issues
Topic: Best Coffee Maker? What do you have?
Replies: 75
Views: 5911

Re: Whats a Better Lot in a Tract Home Neighborhood?

Not really enough info.

For example...

Cul-de-sacs have low walkability, but if you have kids they are great because of low traffic.

Paul
by stratton
Fri Jul 25, 2014 6:25 pm
 
Forum: Personal Consumer Issues
Topic: Whats a Better Lot in a Tract Home Neighborhood?
Replies: 31
Views: 2234

Re: Value Overvalued

Sounds like an excuse for market timing.

Paul
by stratton
Mon Jul 21, 2014 12:17 am
 
Forum: Investing - Theory, News & General
Topic: Value Overvalued
Replies: 23
Views: 2333

2014 Definitive Guide To China ETFs

ETF.com published their 2014 Definitive Guide To China ETFs a couple months ago. It's complicated with six share classes. Investing in China just got even trickier. There are now more than 30 U.S.-listed China equity ETFs to choose from, ranging from size and style funds to sector- and theme-specifi...
by stratton
Fri Jul 11, 2014 11:56 pm
 
Forum: Investing - Theory, News & General
Topic: 2014 Definitive Guide To China ETFs
Replies: 0
Views: 531

Re: What Book Are You Currently Reading? Part V

Mickey Spillane's Mike Hammer:

My Gun is Quick
Vengeance is Mine

The latter a 1957 paperback in nice condition. Only slightly yellowed!

Paul
by stratton
Thu Jul 10, 2014 5:25 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3267
Views: 1113202

Re: Does corporate credit risk add value

My idea of taking on more credit risk would switching from intermediate duration Total Bond Market to Short Term Investment Grade.

Trade some duration risk for a bit more credit risk.

Paul
by stratton
Thu Jul 10, 2014 5:22 pm
 
Forum: Investing - Theory, News & General
Topic: Does corporate credit risk add value
Replies: 71
Views: 4297

Re: What Book Are You Currently Reading? Part V

The Girl Who Played with Fire graphic novel by Denise Mina. Pretty good, but plot pruned like a movie. One volume unlike the Dragon Tattoo graphic novel which was in two books. Probably didn't sell that well hence the cheaper edition. No information whether Kicked the Hornets Nest will ever be prod...
by stratton
Mon Jun 23, 2014 5:20 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3267
Views: 1113202

Re: 3 days in Seattle

There is a Klondike Gold Rush National Historic museum near Pioneer Square.

http://www.nps.gov/klse/index.htm

Museum about Pioneer Square history and new waterfront tunnel set up by the WA DOT.

http://www.wsdot.wa.gov/Projects/Viaduct/Milepost31

Paul
by stratton
Mon Jun 23, 2014 5:15 pm
 
Forum: Personal Consumer Issues
Topic: 3 days in Seattle
Replies: 10
Views: 812

Re: Former Employee 401K Plan Options with [Restrictive] Pla

Are you throttled on the stable value fund, if any?

It's not uncommon for things like 10% per month limit when companies convert to a new stable value fund. I haven't seen that for individual employees, but you should probably look for that and/or $ thresholds.

Paul
by stratton
Mon Jun 23, 2014 5:08 pm
 
Forum: Personal Finance (Not Investing)
Topic: Former Employee 401K Plan Options with [Restrictive] Plans
Replies: 14
Views: 702

Re: Seattle Restaurants

I'm not big on atmosphere and more into the food value per $. Thai: Bai Tong in a strip mall near Southcenter and in Bellevue. Breakfast: Original Pancake House in Ballard or Kirkland. Very high end 24 hour diner; 13 Coins near SeaTac airport or downtown near Seattle Center. If you want steak & ...
by stratton
Tue Jun 17, 2014 8:00 pm
 
Forum: Personal Consumer Issues
Topic: Seattle Restaurants
Replies: 17
Views: 1039

Re: The 2 comma paradox

VictoriaF wrote:I wonder if Groucho Marx would have joined the two-comma club if it had accepted him.

Victoria

Groucho has standards. He won't join any club that would allow him in.

:P

Paul
by stratton
Mon Jun 09, 2014 9:13 pm
 
Forum: Personal Finance (Not Investing)
Topic: The 2 comma paradox
Replies: 155
Views: 14539

Re: Seattle Chapter Dead....

I tried getting a couple of get togethers going and no one showed up. Subsequent people had better luck.

Paul
by stratton
Sun Jun 08, 2014 5:24 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Seattle Chapter?
Replies: 49
Views: 4431

Re: Sortino ratio, Back testing, and Monte Carlo simulations

The bond bull market from 1981 going forward really makes things look good. Be very careful of that. The best predictor of future bond returns is their current yield.

Look at bond returns post WW2 through 1980 and you'll see why. Long term bonds lost a lot real value.

Paul
by stratton
Sun Jun 08, 2014 5:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: Sortino ratio, Back testing, and Monte Carlo simulations
Replies: 6
Views: 266

Re: Seattle Chapter Dead....

Yoo hoo!

Anybody home?

Paul
by stratton
Fri Jun 06, 2014 1:39 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Seattle Chapter?
Replies: 49
Views: 4431

Re: Vanguard naming of bond funds

Wait until you compare the duration of short and limited muni bonds to the durations of Vanguards other short term bonds. :mrgreen:

Bwahahaha!
by stratton
Fri Jun 06, 2014 1:37 pm
 
Forum: Investing - Theory, News & General
Topic: Vanguard naming of bond funds
Replies: 18
Views: 1289

Re: Which used car pricing guide to use? Edmunds, NADA, KBB

Prices vary by region.

A 1998 Subaru in 2012 was worth almost $3000 in Seattle, but about $1500 in the SF Bay Area. So you need to check your local market.

Paul
by stratton
Sun Jun 01, 2014 1:41 am
 
Forum: Personal Consumer Issues
Topic: Which used car pricing guide to use? Edmunds, NADA, KBB?
Replies: 21
Views: 1823

Re: Trying to Understand Corporate Bond Risk in Wellesley

You should read the latest (semi)annual report and look at the footnotes. They are shorting 10 year treasuries to the tune of ~$2 billion. See page 30 of the March 31, 2014 semiannual report.

Paul
by stratton
Sun Jun 01, 2014 1:32 am
 
Forum: Investing - Help with Personal Investments
Topic: Trying to Understand Corporate Bond Risk in Wellesley
Replies: 44
Views: 2997

Re: Cycling in Oregon between Portland and SF ?

The Saturday Financial Times had an article about biking on Oregon's beaches from Newport to Coos Bay on a Fatbike.

http://www.ft.com/cms/s/2/fec34790-e581 ... abdc0.html

Oregon's beaches are publicly accessible.

Paul
by stratton
Sun Jun 01, 2014 1:14 am
 
Forum: Personal Consumer Issues
Topic: Cycling in Oregon between Portland and SF ?
Replies: 9
Views: 878

Re: Should you be worried about record profit margins

How much does the foreign cash part of the $1.6 trillion need to lowered because of tax influenced "overhead?" A gigantic amount of that $1.6 trillion is held overseas because bringing it back to the US would subject it to a 35% corporate tax rate. So companies with most of their cash over...
by stratton
Fri May 23, 2014 8:28 pm
 
Forum: Investing - Theory, News & General
Topic: Should you be worried about record profit margins
Replies: 20
Views: 2258

eBay Hit with Security Breach, Change Password!

eBay Hit With Massive Security Breach, Will Require Users to Change Passwords The company reports that a “small number” of employee log-in credentials were compromised, allowing attackers to access a database comprised of encrypted passwords and non-financial data. ... information visible to the at...
by stratton
Wed May 21, 2014 12:18 pm
 
Forum: Personal Consumer Issues
Topic: eBay Hit with Security Breach, Change Password!
Replies: 19
Views: 1570

Re: Australian index funds

Vanguard Australia.

https://www.vanguardinvestments.com.au/ ... t/home.jsp

Upper right corner has links to introductory documents. I don't know the fund minimums so check that.

Paul
by stratton
Sat May 10, 2014 8:15 pm
 
Forum: Investing - Help with Personal Investments
Topic: Australian index funds
Replies: 12
Views: 826

Re: Are there clerical errors on stock reporting?

I see errors on Yahoo Finance all the time. You can't rely on third party data providers. The only sure thing is check your account at the broker or get numbers directly from the mutual fund company. Get expense ratios from where you bought the fund. Morningstar portfolios are automated and when enc...
by stratton
Sat May 10, 2014 3:40 pm
 
Forum: Investing - Theory, News & General
Topic: Are there clerical errors on stock reporting?
Replies: 5
Views: 282

Re: Looking for one-of-a-kind London experience for wife

The Shard hotel just opened.

How about a 50th floor room with a view to match?

http://www.ft.com/cms/s/2/d8564976-d687 ... abdc0.html

All for 600 GBP per night.

Paul
by stratton
Sat May 10, 2014 3:33 pm
 
Forum: Personal Consumer Issues
Topic: Looking for one-of-a-kind London experience for wife
Replies: 39
Views: 1849

Re: Forbes Honor Roll 2014

Talk about what's hot coming out of a bear market.

It might not be performance chasing over a short period like one year, but it's close.

It's pretty normal that small, and value, funds do well coming out of a bear market.

Paul
by stratton
Fri May 09, 2014 8:14 pm
 
Forum: Investing - Theory, News & General
Topic: Forbes Honor Roll 2014
Replies: 8
Views: 1342

Re: Golfers vs Investors

When one looks at the costs of golf it's arguable even taking up the sport is like buying a load fund with high expense ratio. :P

Paul
by stratton
Fri May 09, 2014 8:10 pm
 
Forum: Investing - Theory, News & General
Topic: Golfers vs Investors
Replies: 18
Views: 1719

Re: Manilla closing...

So their customers are now Manilla Folders?

:P

Paul
by stratton
Fri May 09, 2014 7:58 pm
 
Forum: Personal Consumer Issues
Topic: Manilla [household accounting app] closing...
Replies: 7
Views: 2340

Re: Global small cap fund

There's not one readily available. Old Westbury used to have one that was essentially an index fund with sub-advisors including DFA that had 4000+ stocks in it. 1% expense ratio plus you had to use them as a financial advisor. Probably several million $ before they'd talk to you. Pretty high ER for ...
by stratton
Wed May 07, 2014 8:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: Global small cap fund
Replies: 5
Views: 583

Re: SEC Investing Alert: Bitcoin and Other Virtual Currency

Seattle just got one in the last couple of weeks. It's at a sports bar in Belltown neighborhood.

http://blogs.seattletimes.com/brierdudl ... m-machine/

Paul
by stratton
Wed May 07, 2014 8:34 pm
 
Forum: Investing - Theory, News & General
Topic: SEC Investing Alert: Bitcoin and Other Virtual Currency
Replies: 10
Views: 1039

SEC Investing Alert: Bitcoin and Other Virtual Currency

Investor Alert: Bitcoin and Other Virtual Currency-Related Investments The rise of Bitcoin and other virtual and digital currencies creates new concerns for investors. A new product, technology, or innovation – such as Bitcoin – has the potential to give rise both to frauds and high-risk investment...
by stratton
Wed May 07, 2014 6:55 pm
 
Forum: Investing - Theory, News & General
Topic: SEC Investing Alert: Bitcoin and Other Virtual Currency
Replies: 10
Views: 1039

Re: I have a perfect 850 FICO score?!

nisiprius wrote:Ah, but which of your forty-nine different FICO scores is it, and how are the other 48? :twisted:

Yep, you're a troublemaker.

:P

Paul
by stratton
Fri May 02, 2014 12:30 pm
 
Forum: Personal Finance (Not Investing)
Topic: I have a perfect 850 FICO score?!
Replies: 27
Views: 4210

Re: Allan Roth: "Don't Buy It" (AARP Magazine)

This was a fun piece to write. Apparently, I have offended the timeshare industry. I'm expanding from offending the insurance industry, brokerage industry, and much of the mutual fund industry. I'm sure there are desirable timeshares, but... They're so bad people can't give them away because the on...
by stratton
Sat Apr 26, 2014 7:23 pm
 
Forum: Investing - Theory, News & General
Topic: Allan Roth: "Don't Buy It" (AARP Magazine)
Replies: 21
Views: 7410

Sauter: Why I Hate the Term Smart Beta

The WSJ has an article about financial jargon with a quote by Gus Sauter, Vanguard's former Chief Investment Officer. The term enhanced indexing, which has morphed into "smart beta," is like fingernails on a blackboard to me. If you're thinking about investing in an index fund, why wouldn'...
by stratton
Sat Apr 26, 2014 1:59 am
 
Forum: Investing - Theory, News & General
Topic: Sauter: Why I Hate the Term Smart Beta
Replies: 2
Views: 1683

Re: Can my computer hear me?

The original poster has a real problem if this comes from his computer...

"donall, I can't let you do that."

Paul
by stratton
Fri Apr 25, 2014 12:56 pm
 
Forum: Personal Consumer Issues
Topic: Can my computer hear me?
Replies: 54
Views: 9801

Re: Projects/Kits for 12 yr old son

Just to help out:

http://www.usfirst.org/

Everything from multiple Lego leagues to build robots from scratch in HS.

One of my friends is at the nationals this very moment as a judge and she mentors a local team.

Paul
by stratton
Fri Apr 25, 2014 12:54 pm
 
Forum: Personal Consumer Issues
Topic: Projects/Kits for 12 yr old son
Replies: 15
Views: 2732

Re: Looking at top 1% for actionable insight

World Wealth Report has a little applet that shows asset allocation by region etc.

http://www.worldwealthreport.com/report ... in_america

It covers:

Cash equivalents
Real estate
Equities
Alternative investments
Fixed Income

Paul
by stratton
Tue Apr 15, 2014 1:54 am
 
Forum: Personal Finance (Not Investing)
Topic: Looking at top 1% for actionable insight
Replies: 73
Views: 9121

Re: Looking at top 1% for actionable insight

Credit Suisse Global Wealth Report 2013. Not all that great for what you're asking since it mostly measures the number of high net worth individuals around the world. More of a sales resource, but there are a few nuggets: But equities in Japan are very low by international standards, accounting for...
by stratton
Mon Apr 14, 2014 11:07 pm
 
Forum: Personal Finance (Not Investing)
Topic: Looking at top 1% for actionable insight
Replies: 73
Views: 9121

Heartbleed bug exploited to steal Canadian taxpayer data

Heartbleed bug exploited to steal Canadian taxpayer data Underscoring the severity of the Heartbleed bug affecting huge swaths of the Internet, hackers exploited the vulnerability to steal taxpayer data for at least 900 Canadian citizens and an unknown number of businesses, officials in that countr...
by stratton
Mon Apr 14, 2014 12:35 pm
 
Forum: Investing - Theory, News & General
Topic: Heartbleed bug exploited to steal Canadian taxpayer data
Replies: 0
Views: 346

Re: Transitioning From Commissioned Adviser (& non-traded RE

Re: Non-traded REITs. A good place to start, but a bit dated. http://reitwrecks.com/2009/03/non-traded-reit-list.html Sell if you can. Typically there are gates allowing only 2% or 3% of shares to be redeemed per year with them taking orders at a specific time and date. If you don't get your redempt...
by stratton
Fri Apr 11, 2014 4:41 pm
 
Forum: Investing - Help with Personal Investments
Topic: Transitioning From Commissioned Adviser (& non-traded REITs)
Replies: 10
Views: 571

Re: Cambria Global Value - Value Tilt

Mebane is a smart guy and I very much enjoy reading his blog. Having said that, after GTAA turned out to be an abysmal dumpster fire , I'm going to have to hold off on evaluating this fund for a while. Nice turn of phrase! :sharebeer I think Nisiprius used a somewhat inappropriate benchmark, but it...
by stratton
Fri Apr 11, 2014 4:30 pm
 
Forum: Investing - Theory, News & General
Topic: Cambria Global Value - Value Tilt
Replies: 36
Views: 3697

Re: What Book Are You Currently Reading? Part V

I just finished Cryoburn , by Lois McMaster Bujold, the last of the Vorkosigan series. I've got my husband reading the Vorkosigan series now, he's also on Memory and can't put it down. We both read sci-fi, which makes it difficult when we're both on the same series. We split on the sub-genres, thou...
by stratton
Fri Apr 11, 2014 4:26 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3267
Views: 1113202
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