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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: 7511

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: 7511

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: 277

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: 513

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: 22
Views: 1292

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: 2646
Views: 605295

VG Blog: Vanguard safe from the "Heartbleed" bug

Vanguard blog: Vanguard safe from the "Heartbleed" bug You may have heard about the "Heartbleed" security flaw that has exposed some websites to attackers. Vanguard takes threats like this very seriously, and we're confident that Vanguard's websites are not and have not been subj...
by stratton
Thu Apr 10, 2014 7:53 pm
 
Forum: Investing - Theory, News & General
Topic: VG Blog: Vanguard safe from the "Heartbleed" bug
Replies: 1
Views: 481

Re: A Conversation with Benjamin Graham

There were no market cap weighted index funds in 1976 or Vanguard's fund was very tiny. The Wells Fargo equal weighted one might be in existence then, but probably wasn't accessible to your average person.

Paul
by stratton
Wed Mar 05, 2014 2:19 am
 
Forum: Investing - Theory, News & General
Topic: A Conversation with Benjamin Graham
Replies: 6
Views: 803

Re: Planning first trip to Oregon and Seattle - advice sough

Woodinville NE of Seattle on the NE corner of Lake Washington is wine tasting room central. The actual vines and other tasting rooms are in Eastern Washington. Go E on I-90 to Ellensburg (110 mi.) and then South to Yakima (+38 mi.) and head towards the Walla Walla area. Suggest you start in Woodinvi...
by stratton
Tue Mar 04, 2014 8:36 pm
 
Forum: Personal Consumer Issues
Topic: Planning first trip to Oregon and Seattle - advice sought!
Replies: 40
Views: 1702

Re: Vanguard Sector Funds in Taxable?

If it's not an index fund no, they are probably not suitable for taxable.

For example, Vanguard Precious Metals and Mining (VGPMX) has had distributions of 20% of NAV a few years ago. Not a good fund for taxable.

Paul
by stratton
Fri Feb 21, 2014 1:57 am
 
Forum: Investing - Help with Personal Investments
Topic: Vanguard Sector Funds in Taxable?
Replies: 17
Views: 960

Re: MLP UBTI - Same Units but different UBTI in IRA/Broker A

I am sorry I didn't make it clear but the units in the brokerage account and the units in the IRA account were purchased in different months in 2009. Then they will be different. I don't own individual MLPs, but I did look into this and what you're describing is par for the course. I'm sticking to ...
by stratton
Thu Feb 20, 2014 8:49 pm
 
Forum: Personal Finance (Not Investing)
Topic: MLP UBTI - Same Units but different UBTI in IRA/Broker Accts
Replies: 10
Views: 385

Re: The growing case against ETFs ARTICLE

If people are going to engage in bad financial behavior they're going to do it with ETFs, mutual funds etc. Whatever they can access easiest.

Paul
by stratton
Thu Feb 20, 2014 8:44 pm
 
Forum: Investing - Theory, News & General
Topic: The growing case against ETFs ARTICLE
Replies: 36
Views: 3806

Re: Cloud security

If you're storing sensitive documents in the cloud apply your *own* encryption to them. Not the one provided by the cloud operator.

Whomever has the keys controls access.

Paul
by stratton
Thu Feb 20, 2014 8:42 pm
 
Forum: Personal Consumer Issues
Topic: Cloud security
Replies: 5
Views: 301

Re: Which Lenovo or Asus desktop computer to buy?

I'd suggest an SSD. You won't believe the speed up you get from one. Based on fiddling around and comments on s/w dev boards "SSD+X amount of ram" is equivalent to "spinning disk+2X amount of ram." Data transfers will be about 4x a spinning disk and the 20 millisecond latency to ...
by stratton
Thu Feb 20, 2014 8:41 pm
 
Forum: Personal Consumer Issues
Topic: Which Lenovo or Asus desktop computer to buy?
Replies: 40
Views: 2255

Re: Don’t Become Shark Bait

The short form: If you don't know who the pigeon is... It's YOU!

Rick should personalize a ring tone to the "Jaws riff" for whenever someone from DFA calls. :P

Paul
by stratton
Thu Feb 20, 2014 8:31 pm
 
Forum: Investing - Theory, News & General
Topic: Don’t Become Shark Bait
Replies: 29
Views: 4178

Re: Am I buying "high" on index investing?

If you're that worried about it dollar cost average in over a year or two.

Paul
by stratton
Thu Feb 20, 2014 8:28 pm
 
Forum: Investing - Theory, News & General
Topic: Am I buying "high" on index investing?
Replies: 27
Views: 3605

Re: Bitcoin ATMs in Vancouver BC, Austin, Seattle

nisiprius wrote:Unlike Mt. Gox, the ATM operators--Robocoin, Bitcoiniacs, and Liberty Teller--are trustworthy. You can tell which bitcoin dealers are trustworthy by, uh, well you can tell because, uh... how can you tell?

What about Nisiprius Investments? :P

Paul
by stratton
Thu Feb 20, 2014 8:27 pm
 
Forum: Investing - Theory, News & General
Topic: Bitcoin ATMs in Vancouver BC, Austin, Seattle
Replies: 3
Views: 240

Re: $16 Billion for WhatsApp?!?!?!

technovelist wrote:All this proves is that Steve Ballmer isn't the only one who can waste shareholders' money on absurd acquisitions.

Not even close. Now if SteveB hadn't been saved by a greedy Yahoo board.

Paul
by stratton
Thu Feb 20, 2014 7:35 pm
 
Forum: Investing - Theory, News & General
Topic: $16 Billion for WhatsApp?!?!?!
Replies: 51
Views: 3710

Re: Quant funds find reality simply too hard

[My impression, reading Scott Patterson's 'The Quants' was of a meltdown. At least there was in the summer of 2007 the 'bonfire of the quants'. My impression is that in the Crash the quants went down like everyone else-- no place to hide. I suspect if you have a *lot* of quants every "idea&quo...
by stratton
Thu Feb 20, 2014 7:32 pm
 
Forum: Investing - Theory, News & General
Topic: Quant funds find reality simply too hard
Replies: 12
Views: 1124

Bitcoin ATMs in Vancouver BC, Austin, Seattle

People were wondering how to exchange Bitcoin for cash and vice versa... Mystery: Firm won’t reveal location of Seattle’s first Bitcoin ATM Seattleites will soon have easy access to a Bitcoin exchange ATM, but the exact location of the machine is still a mystery. Las Vegas-based Robocoin, which buil...
by stratton
Thu Feb 20, 2014 7:27 pm
 
Forum: Investing - Theory, News & General
Topic: Bitcoin ATMs in Vancouver BC, Austin, Seattle
Replies: 3
Views: 240

Credit Suisse Global Investment Returns Yearbook 2014

Right on time! Credit Suisse Global Investment Returns Yearbook 2014 By Dimson, Marsh and Staunton Introduction The recovery in developed world economies now appears to be well under way, with the Federal Reserve beginning to reduce its third program of quantitative easing. In particular, European f...
by stratton
Mon Feb 17, 2014 2:46 am
 
Forum: Investing - Theory, News & General
Topic: Credit Suisse Global Investment Returns Yearbook 2014
Replies: 2
Views: 464

Re: SCSI

The Seattle Police Dept. jumped on the Crime Scene Investigations bandwagon from TV and called theirs Seattle CSI which was shortened to SCSI pronounced... Oh you know which way!

That name change went on the missing persons list real fast. :oops:

Paul
by stratton
Tue Feb 04, 2014 8:55 pm
 
Forum: Investing - Theory, News & General
Topic: SCSI
Replies: 16
Views: 1586

Re: Keurig vs normal coffeemaker?

Keurig is classic example of convenience trumping quality. The coffee is mediocre but the brewing is quick, easy and "dummy proof." That perfectly reflects my experience with the Keurig. The coffee is quick but the taste is very inferior. My personal preference is freshly ground coffee be...
by stratton
Tue Feb 04, 2014 12:11 am
 
Forum: Personal Consumer Issues
Topic: Keurig vs normal coffeemaker?
Replies: 128
Views: 6282

Re: What Book Are You Currently Reading? Part V

LadyGeek wrote:I think I just got past that point. Wow, "How could they leave the .... behind?" :D

Yep, that's the spot.

Paul
by stratton
Mon Feb 03, 2014 11:58 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 2646
Views: 605295

Re: What Book Are You Currently Reading? Part V

I'm in the middle of Mirror Dance. What I thought was an obvious solution had a rather humorous and surprising twist right when I thought things were going to work out. Without spoiling the plot, this is the most intriguing way I've seen to work around a "twin" problem. I'm glad I'm readi...
by stratton
Mon Feb 03, 2014 11:52 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 2646
Views: 605295

Re: Which Windows 8.1 tablet?

I LOVE my surface pro 2 and "type 2" keyboard. But I'm not a fan of the trackpad, so I got a bluetooth mouse. Also, I have to keep reminding myself that it's a TOUCH screen, and I can usually avoid using the mouse or the trackpad and just TOUCH the screen. No trackpad needed. :oops: The O...
by stratton
Mon Feb 03, 2014 11:44 pm
 
Forum: Personal Consumer Issues
Topic: Which Windows 8.1 tablet?
Replies: 10
Views: 781

Re: Winter coats:

Eddie Bauer Outlet Store. $100 coat for about $50. Eddie Bauer has 5 levels of rain protection. Gortex is a "5" and cost more than $200 new and ~$120 discounted. They have rain shell rated a "4" that remainders out for ~$50. I have one of these big enough to fit over coats such a...
by stratton
Mon Feb 03, 2014 11:42 pm
 
Forum: Personal Consumer Issues
Topic: Winter coats:
Replies: 53
Views: 3764

Re: Which Windows 8.1 tablet?

What are you trying to do with it? I don't know anything about the Dell other than what I've read in the last few minutes. No real comment other than it is x86 while the Surface 2 is ARM so it won't run any x86 software. Scott Hanselman on the Surface 2 doing real work with it. In his case remote so...
by stratton
Mon Feb 03, 2014 11:38 pm
 
Forum: Personal Consumer Issues
Topic: Which Windows 8.1 tablet?
Replies: 10
Views: 781

Re: very long term chart of emerging markets asset class

Paper by Rue Esteves & David Chambers: The First Global Emerging Markets Investor: Foreign & Colonial Investment Trust 1880-1913 The Foreign and Colonial Investment Trust is the oldest surviving closed end fund, having been established in 1868. Its early success and emulation were related to...
by stratton
Thu Jan 30, 2014 1:09 pm
 
Forum: Investing - Help with Personal Investments
Topic: very long term chart of emerging markets asset class
Replies: 16
Views: 1487

Re: very long term chart of emerging markets asset class

Go here: http://www.nber.org/chapters/c6985 Volume Title: International Financial Issues in the Pacific Rim: Global Imbalances, Financial Liberalization, and Exchange Rate Policy (NBER-EASE Volume 17) It contains Intl Finance Corp market returns for ~15 EM countries back to 1975-2005. Vanguard used ...
by stratton
Thu Jan 30, 2014 1:26 am
 
Forum: Investing - Help with Personal Investments
Topic: very long term chart of emerging markets asset class
Replies: 16
Views: 1487

Having Enough, but Hungry for More (Bogle quote)

The following article has a quote from Jack Bogle. NY Times article: Having Enough, but Hungry for More John Bogle, the founder of Vanguard Mutual Funds and author of “Enough: True Measures of Money, Business and Life,” said one of his teenage granddaughters spent last summer with him and his wife, ...
by stratton
Sun Jan 19, 2014 5:43 pm
 
Forum: Investing - Theory, News & General
Topic: Having Enough, but Hungry for More (Bogle quote)
Replies: 2
Views: 462

Re: If a person did not rebalance how long would it take to

The backtest spreadsheet has some numbers on this.

Paul
by stratton
Wed Jan 15, 2014 5:49 pm
 
Forum: Investing - Theory, News & General
Topic: If a person did not rebalance how long would it take to get
Replies: 20
Views: 1467

Re: Negative Duration Bond ETF

You have lots of bonds with large capital gains in taxable and want to shorten duration...

I still wouldn't buy it. :-)

Paul
by stratton
Wed Jan 15, 2014 5:48 pm
 
Forum: Investing - Theory, News & General
Topic: Negative Duration Bond ETF
Replies: 9
Views: 530

Re: Larry Kudlow bad advice on bonds

I caught the Kudlow Report on TV last night. Kudlow said that they could not pay him to own a bond right now. He is 66 years old, so much for Bogle's age in bonds. I thought that was rather irresponsible for him to say that. I realize he is more about politics than investing but that is no excuse f...
by stratton
Wed Jan 15, 2014 5:45 pm
 
Forum: Investing - Theory, News & General
Topic: Larry Kudlow bad advice on bonds
Replies: 52
Views: 4020

Re: What Book Are You Currently Reading? Part V

Were James Bond’s drinks shaken because of alcohol induced tremor? Abstract Objective To quantify James Bond’s consumption of alcohol as detailed in the series of novels by Ian Fleming. Design Retrospective literature review. Setting The study authors’ homes, in a comfy chair. Participants Commande...
by stratton
Mon Jan 13, 2014 5:45 am
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 2646
Views: 605295

Re: REGISTRATION FOR THE 2014 BOGLEHEAD CONTEST

I'm going to for a space odyssey: 2001

Paul
by stratton
Wed Jan 01, 2014 6:57 pm
 
Forum: Investing - Theory, News & General
Topic: REGISTRATION FOR THE 2014 BOGLEHEAD CONTEST
Replies: 525
Views: 10655

Re: Are Bogleheads "robots with Excel Spreadsheets?"

Wouldn't the term artificial person be better?

Paul
by stratton
Mon Dec 30, 2013 12:21 am
 
Forum: Investing - Theory, News & General
Topic: Are Bogleheads "robots with Excel Spreadsheets?"
Replies: 74
Views: 3852

Re: What Book Are You Currently Reading? Part V

The following book is by "Dow 36,000" author James K Glassman. Safety Net: the strategy for De-Risking Your Investments in a time of turbulence Basically less stocks, dividends, more bonds and a market shorting hedge. Very shallow without looking at how things work that hide nasty little s...
by stratton
Sun Dec 29, 2013 6:53 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 2646
Views: 605295

Re: About to Buy a 2014 Subaru Forester

I'm on my third Subaru and love them.

Paul
by stratton
Sun Dec 29, 2013 6:45 pm
 
Forum: Personal Consumer Issues
Topic: About to Buy a 2014 Subaru Forester
Replies: 51
Views: 5238

Re: BOGLEHEAD CONTEST -- 2 more trading days.

Time to start a newsletter!

Running it like a football odds picker ought to raise the entertainment value.

"My 29 star lock of the weak. When an energy sector stock drops for two straight weeks during hurricane season..."

$666 a year.

Paul
by stratton
Sun Dec 29, 2013 6:43 pm
 
Forum: Investing - Theory, News & General
Topic: BOGLEHEAD CONTEST -- 2 more trading days.
Replies: 43
Views: 2605

Re: Correct my misunderstanding of funds vs CDs (please)

CDs bought via your local bank or credit union are one thing. Ones bought via a brokerage account are not redeemable early. They are sold on the open market like a bond.

Paul
by stratton
Sun Dec 29, 2013 1:41 pm
 
Forum: Investing - Theory, News & General
Topic: Correct my misunderstanding of funds vs CDs (please)
Replies: 33
Views: 2450

Re: Bond funds shock absorbers a losing prospect?

nisiprius wrote:Blood? OK, blood, as in the time last year when I cut deeply into a finger with the kitchen knife. Not a life-threatening emergency. No transfusion needed.

Will you quit talking sense.

Can't you see we're trying to have a good panic?!

And you're ruining it. :P

Paul
by stratton
Fri Dec 27, 2013 6:53 pm
 
Forum: Investing - Help with Personal Investments
Topic: Bond funds shock absorbers a losing prospect?
Replies: 19
Views: 1941

Re: Vanguard Long TIPS vs Vanguard Short Tips

Is there any data showing how the Short TIPS fund would have performed, in the past, compared to the Long Tips fund? Vanguard doesn't have a long TIPS fund. They have short and what is essentially an intermediate TIPS fund which has a duration of around 9 years. That might be long for nominal bonds...
by stratton
Fri Dec 27, 2013 6:48 pm
 
Forum: Investing - Help with Personal Investments
Topic: Vanguard Long TIPS vs Vanguard Short Tips
Replies: 11
Views: 889

Re: Car maintenance when driven only 1000 miles/year

A little story about my mother from about 15 years ago. She bought a 9 year old car in 1990 had 62K miles on it. In 1999 it had 68K miles on it. The original muffler rusted out so she had it replaced and then all the original seals and gaskets blew out from the pressure increase. At that point the c...
by stratton
Fri Dec 27, 2013 6:45 pm
 
Forum: Personal Consumer Issues
Topic: Car maintenance when driven only 1000 miles/year
Replies: 34
Views: 2178

Re: Just returned new laptop with Window 8.1

Yes, but you have to make sure the hardware is supported by Windows 7. Newer hardware that comes bundled with Windows 8 might not have drivers for Windows 7 even if you have a license and want to downgrade. Considering the huge amount of Windows 7 out there new hardware is probably supported for th...
by stratton
Fri Dec 27, 2013 6:22 pm
 
Forum: Personal Consumer Issues
Topic: Just returned new laptop with Window 8.1
Replies: 104
Views: 7829

Re: Just returned new laptop with Window 8.1

Amazon sells licenses for all kinds of Windows 7

http://www.amazon.com/s/ref=nb_sb_ss_c_ ... Caps%2C259

Paul
by stratton
Fri Dec 27, 2013 5:57 pm
 
Forum: Personal Consumer Issues
Topic: Just returned new laptop with Window 8.1
Replies: 104
Views: 7829

Re: United States Dollar vs. basket of currencies

Powershares has a pair.

DB US Dollar Bearish Fund (Symbol: UDN)

DB US Dollar Bullish Fund (Symbol: UUP)

For both:
basket of the six major world currencies — the euro, Japanese yen, British pound, Canadian dollar, Swedish krona and Swiss franc.


Volatile and speculative.

Paul
by stratton
Thu Dec 26, 2013 12:17 pm
 
Forum: Investing - Theory, News & General
Topic: United States Dollar vs. basket of currencies
Replies: 2
Views: 275

Re: ACA Income Tax Planning Strategies

I wasn't clear here.

If you're getting income from investments or even a job you can now not generate it or put a larger percentage into retirement savings if income isn't needed to pay for the mortgage.

The idea is to cut required income by reducing your payout.

Paul
by stratton
Sat Dec 21, 2013 7:23 pm
 
Forum: Personal Finance (Not Investing)
Topic: ACA Income Tax Planning Strategies
Replies: 53
Views: 3929

Re: ACA Income Tax Planning Strategies

One really obvious way is to look into paying off the mortgage so as not to generate income. You lose the mortgage interest write-off, but you can reduce income.

Paul
by stratton
Sat Dec 21, 2013 7:00 pm
 
Forum: Personal Finance (Not Investing)
Topic: ACA Income Tax Planning Strategies
Replies: 53
Views: 3929
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