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Re: Rather macabre but necessary question

I'm a hematologist who commonly treats PV. The prognosis is not as bad as you make it out. Pts commonly live 10 years or longer if treated and monitored appropriately. For instance from the MPN website: Prognosis/Life Expectancy Polycythemia vera patients have an excellent chance of living out a nor...
by vencat
Wed Sep 10, 2014 8:40 pm
 
Forum: Personal Finance (Not Investing)
Topic: Rather macabre but necessary question
Replies: 74
Views: 6177

Re: Does anyone expect tilts to *under*perform?

So what if tilts underperform? That is part of the course and would confirm their diversification benefits. I personally have enjoyed the benefits of tilting with REITs and Tax managed Small Cap for the past 18 years of my investing.

Venkat
by vencat
Sun Jul 13, 2014 10:05 pm
 
Forum: Investing - Theory, News & General
Topic: Does anyone expect tilts to *under*perform?
Replies: 84
Views: 5616

Re: Index investing in India

By the way index funds are mutual funds. Before you proceed I suggest you check Morningstar.India and Value research online. One approach would be 'Core and Explore": That is, hold a base of index funds say, IDFC Nifty Index fund plus Goldman Sachs Nifty Junior index fund/ETF. You could then ad...
by vencat
Wed May 21, 2014 11:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: Index investing in India
Replies: 9
Views: 866

Re: Australian index funds

Advantages of Vanguard Lifestrategy funds: 1) Fantastic diversification covering global stocks, bonds and real estate. For the Australian investor probably a better, sophisticated alternative than the 3 fund one available in the US. Everything in Australia is more expensive than US except for kangar...
by vencat
Sun May 11, 2014 2:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: Australian index funds
Replies: 12
Views: 868

Re: Australian index funds

I would suggest Vanguard Lifestrategy Highgrowth or Growth fund. High growth is the 90/10 fund mentioned above.
by vencat
Sun May 11, 2014 11:54 am
 
Forum: Investing - Help with Personal Investments
Topic: Australian index funds
Replies: 12
Views: 868

Re: John Bogle, Index Icon, Accused of Timing Market

I start with the premise that all idols have feet of clay. We all have some thing to quibble about our investing greats. Be it Bogle, Bernstein, Malkiel, Swedroe, Ferri.......
by vencat
Sat Apr 05, 2014 11:18 am
 
Forum: Investing - Theory, News & General
Topic: John Bogle, Index Icon, Accused of Timing Market
Replies: 44
Views: 5859

Re: The Gecko cost me a lot of $. How often to switch car in

After being a loyal Gecko customer for many years I was forced to switch to Amica last year in view of ridiculous increase in home owners insurance.
by vencat
Sat Feb 08, 2014 12:40 pm
 
Forum: Personal Finance (Not Investing)
Topic: The Gecko cost me a lot of $. How often to switch car ins?
Replies: 78
Views: 8048

Re: My 30-year Forecast

Fair enough. Thanks.
by vencat
Thu Jan 09, 2014 4:46 pm
 
Forum: Investing - Theory, News & General
Topic: My 30-year Forecast
Replies: 63
Views: 7025

Re: My 30-year Forecast

Any reason for 30 years vs other time periods? Incidentally does anyone know why GMO does 7 year outlook every year???

Venkat
by vencat
Thu Jan 09, 2014 2:17 pm
 
Forum: Investing - Theory, News & General
Topic: My 30-year Forecast
Replies: 63
Views: 7025

Aswath Damodaran's blog

Thought his 'musings on markets' may be of interest to some. Personally the quant portion is beyond me.....
http://aswathdamodaran.blogspot.com/

Venkat
by vencat
Tue Jan 07, 2014 12:51 am
 
Forum: Investing - Theory, News & General
Topic: Aswath Damodaran's blog
Replies: 3
Views: 968

Re: Need help investing from India

Some ideas: 1) If your friend is serious he needs to look at these 2 sites, Morningstar India and valueresearchonline.com . Lots of useful info and tools. 2) For some reason indexing isn't popular in India. See this article for instance http://www.onemint.com/2012/03/13/why-isnt-investing-in-index-f...
by vencat
Sat Jan 04, 2014 1:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: Need help investing from India
Replies: 5
Views: 539

Re: Putting together my annual list of sure things

May be you can 'analyze' this for us...from the giant BlackRock...http://www2.blackrock.com/us/individual ... MgodrgkAHg
by vencat
Thu Dec 26, 2013 6:24 pm
 
Forum: Investing - Theory, News & General
Topic: Putting together my annual list of sure things
Replies: 25
Views: 2567

Re: Commodities Funds: A Decade of Disaster

Still waiting for Larry's rebuttal..........

Venkat
by vencat
Sun Dec 22, 2013 10:49 pm
 
Forum: Investing - Theory, News & General
Topic: Commodities Funds: A Decade of Disaster
Replies: 196
Views: 13464

Blackrock investing outlook for 2014

Wonder if anyone else has seen this......not that any Boglehead should care :wink: http://www.blackrock.com/corporate/en-u ... 14-outlook.

Venkat
by vencat
Fri Dec 20, 2013 1:30 pm
 
Forum: Investing - Theory, News & General
Topic: Blackrock investing outlook for 2014
Replies: 8
Views: 1408

Re: Purchasing IJS Small Cap Value

you should check the thread started by Robert T on PXSV ( Powershares Small cap value) to confuse you further......

Venkat
by vencat
Thu Nov 28, 2013 6:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: Purchasing IJS Small Cap Value
Replies: 12
Views: 919

Re: Due diligence on RAFI Pure Small Value

I'm not a quant but I had a couple of comments: 1) Despite criticism of RZV, its' total AUM now are 135 million and currently it's the top performing SV ETF. (Altruist Haas must finally feel vindicated :wink:) It may have some role added on to another SV fund such as Vanguard Small cap value. 2) Has...
by vencat
Sun Nov 24, 2013 1:32 pm
 
Forum: Investing - Theory, News & General
Topic: Due diligence on RAFI Pure Small Value
Replies: 187
Views: 15814

Re: Active vs. Passive managed International Small cap

Not valid comparison. GICAX has minimal, <1 % emerging markets exposure and is a value fund. The Vanguard fund has 15 % and is a true international small cap blend fund. You know how emerging markets have sunk so far.Also a 5.5 % load and and 1.3 % ER for GICAX??!!
by vencat
Sat Jun 29, 2013 1:08 pm
 
Forum: Investing - Help with Personal Investments
Topic: Active vs. Passive managed International Small cap
Replies: 7
Views: 459

Annual returns of Fixed Income Indices

While searching for past returns of the Barclay's hedged Global index, I stumbled on this cool Callan type chart showing 20 year returns for Barclays hedged Global and US Aggregate Index. http://www.lazardnet.com/.../Annual_Returns_of_Key_Fixed-Income_Indices_In... I was amazed that the average retu...
by vencat
Sat Jun 15, 2013 4:01 pm
 
Forum: Investing - Theory, News & General
Topic: Annual returns of Fixed Income Indices
Replies: 0
Views: 284

Re: Financial Literacy Must Be Taught!

I was just searching for a website to introduce my 15 and 13 year old sons to some financial basics. I stumbled on this excellent FDIC program called Moneysmart. Anyone else heard of it?
http://www.fdic.gov/consumers/consumer/ ... mscbi.html
by vencat
Tue May 28, 2013 6:52 pm
 
Forum: Investing - Theory, News & General
Topic: Financial Literacy Must Be Taught!
Replies: 55
Views: 3337

Re: Alternatives to DFA funds

Actually, I believe, DLS (Wisdomtree international small cap dividend) is a good replacement for DISVX and DGS (Wisdomtree Emerging market smallcap dividend) for DFEVX. Both beat DFA equivalents YTD, 1, 3 and 5 years.
by vencat
Wed May 22, 2013 6:38 pm
 
Forum: Investing - Help with Personal Investments
Topic: Alternatives to DFA funds
Replies: 5
Views: 879

Re: Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump

Like all fund companies, there is good and there is not so good. DFA has some excellent DFA funds and some mediocre ones. Their international small-cap value is excellent. It hasn't been replicated in the ETF world yet. The emerging market core fund is also very good. I like the way they allocate a...
by vencat
Sun Apr 28, 2013 11:54 am
 
Forum: Investing - Theory, News & General
Topic: Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Van
Replies: 71
Views: 5070

Re: international small value

Thanks. That is probably what I will do.
by vencat
Sat Mar 02, 2013 3:49 pm
 
Forum: Investing - Theory, News & General
Topic: international small value
Replies: 26
Views: 2541

Re: international small value

Pauliec84, I would appreciate an analysis of your data. I sometimes think I understand the numbers but obviously, I don't :oops: . In my company's profit sharing account, the international allocation is Vanguard Total International index 50%, GWX ( S& P international small cap ETF) 25% and DLS (...
by vencat
Sat Mar 02, 2013 1:53 pm
 
Forum: Investing - Theory, News & General
Topic: international small value
Replies: 26
Views: 2541

Re: international small value

SCZ (i shares MSCI EAFE small cap ETF) is small cap blend not value.

Venkat
by vencat
Fri Mar 01, 2013 9:44 pm
 
Forum: Investing - Theory, News & General
Topic: international small value
Replies: 26
Views: 2541

Re: international small value

There are 3 options. All ETFs. Powershares FTSE mid and small cap fund (PDN), WIsdomtree international small cap dividend fund( DLS) and Wisdomtree emerging markets small cap dividend fund( DGS). Both the Wisdomtree ETFS hold up very well against their DFA counterparts. Probably worth the pricey ERs...
by vencat
Thu Feb 28, 2013 9:51 pm
 
Forum: Investing - Theory, News & General
Topic: international small value
Replies: 26
Views: 2541

Re: DFA and Growth funds??

Thanks for the info. And I thought 'momentum' was the 4th FF factor :oops: .

Venkat
by vencat
Fri Feb 01, 2013 9:37 pm
 
Forum: Personal Finance (Not Investing)
Topic: DFA and Growth funds??
Replies: 5
Views: 742

DFA and Growth funds??

Something strange must be happening in Austin, TX ( DFA headquaters). In Dec 2012 they started domestic and international GROWTH funds (including the famous black hole, small cap growth). Are they finally joining the Vanguard bandwagon? Should be interesting to hear what the value diehards have to s...
by vencat
Fri Feb 01, 2013 7:52 pm
 
Forum: Personal Finance (Not Investing)
Topic: DFA and Growth funds??
Replies: 5
Views: 742

Re: Shifts in VG Tracking Indexes Announced

Can we now expect that Vanguard Small Cap Value (and Large value) will be following the same index as equivalent DFA funds?
by vencat
Fri Oct 05, 2012 8:36 pm
 
Forum: Investing - Theory, News & General
Topic: Shifts in VG Tracking Indexes Announced
Replies: 155
Views: 16385

Re: Jason Hsu's Emerging FF Factors

I meant DLS vs DISVX and DGS vs DEMSX.

Venkat
by vencat
Sat Sep 15, 2012 8:31 pm
 
Forum: Investing - Theory, News & General
Topic: Jason Hsu's Emerging FF Factors
Replies: 10
Views: 1571

Re: Jason Hsu's Emerging FF Factors

Closet Indexer, can you post the factor loadings for DGS and DLS in comparison with equivalent DFA funds?

Thanks.
by vencat
Fri Sep 14, 2012 7:34 pm
 
Forum: Investing - Theory, News & General
Topic: Jason Hsu's Emerging FF Factors
Replies: 10
Views: 1571

Re: Madsinger

This links to Aug 2011 returns.
by vencat
Tue Sep 04, 2012 7:16 pm
 
Forum: Personal Finance (Not Investing)
Topic: Madsinger
Replies: 10
Views: 2379

Re: Q3 2012 Gordon Model Update

Was wondering why it wasn't up. Thanks. Hope you keep doing it.

Venkat
by vencat
Sat Aug 18, 2012 1:01 pm
 
Forum: Investing - Theory, News & General
Topic: Q3 2012 Gordon Model Update
Replies: 2
Views: 613

Re: Int SV

Though not true value ETFs, a combination of Wisdom Tree Emerging markets small dividend (DGS) and Smallcap Dividend (DLS) should be adequate.
by vencat
Thu Aug 16, 2012 11:30 pm
 
Forum: Investing - Help with Personal Investments
Topic: Int SV
Replies: 15
Views: 1765

Re: how often do you check your portfolio?

I check my portfolio daily. I only sell for TLH. The only unBoglehead thing I do is rebalance on major dips. So far that seems to be working . My Vanguard portfolio returns for 1, 3, 5 years are 7, 12.5 and 7.4%. However my total return is likely lower due to my wife's retirement account (401K and p...
by vencat
Fri Aug 10, 2012 11:23 pm
 
Forum: Investing - Theory, News & General
Topic: how often do you check your portfolio?
Replies: 94
Views: 7460

Short Term Investment Grade fund

I noticed today that the yield for this fund is 1.77 as compared with 1.97 for Total Bond. (Admiral shares) Isn't this a small spread for the (greater than double) duration risk? I know this is not a fair comparison and should certainly not matter for 'buy and hold'-ers but am curious to hear from b...
by vencat
Sat Jun 09, 2012 2:44 pm
 
Forum: Investing - Theory, News & General
Topic: Short Term Investment Grade fund
Replies: 1
Views: 367

Re: Vanguard Indexes are a mess

Jerry_lee, In an old thread, Robert T had suggested (Vanguard) Mid Val as a substitute for Large Val presumably for the same reasons you mentioned. Interestingly, I vaguely remember him mentioning Tax managed Small cap (S & P 600) as a decent small cap holding in taxable accounts. I've often won...
by vencat
Sat Jun 09, 2012 10:12 am
 
Forum: Investing - Theory, News & General
Topic: Vanguard Indexes are a mess
Replies: 57
Views: 7354

Re: Market tanking, great opportunity to invest!

I wonder how you reconcile the know all efficient Mr. Market with the 'madness of crowds'. :wink:
I have no theory to back this up but I tend to rebalance on the dips especially with new cash. Fortunately still in the accumulating phase.
by vencat
Sun Jun 03, 2012 10:16 pm
 
Forum: Investing - Theory, News & General
Topic: Market tanking, great opportunity to invest!
Replies: 61
Views: 6210

Re: Small value performance

Much to learn, I wonder if the equity premium has itself been arbitraged out :wink: . See my previous post.
by vencat
Sun Jun 03, 2012 7:49 pm
 
Forum: Investing - Theory, News & General
Topic: Small value performance
Replies: 131
Views: 8094

Re: Small value performance

Sorry that should have been Nick not Ken. Actually I came up with a more sobering problem which really overshadows the small value lag. Both intermediate and long term bonds have beaten total stock market index by 1% and 4% respectively for both 10 and 15 years! Long term bonds have smashed stocks o...
by vencat
Sun Jun 03, 2012 7:05 pm
 
Forum: Investing - Theory, News & General
Topic: Small value performance
Replies: 131
Views: 8094

Re: Small value performance

Ken,

Do you believe that applies to the DFA SV fund as well? I know you do not believe in a 'real life' value premium but what about a small cap premium?
by vencat
Sun Jun 03, 2012 2:31 pm
 
Forum: Investing - Theory, News & General
Topic: Small value performance
Replies: 131
Views: 8094

Re: Small value performance

So does anyone know the longest period of underperformance of HmL or even SmB?
Just curious, not planning to change my strategy anytime soon. Seems like it would be important for advisors(who follow FF) to know.
by vencat
Sun Jun 03, 2012 1:02 pm
 
Forum: Investing - Theory, News & General
Topic: Small value performance
Replies: 131
Views: 8094

Small value performance

It's well known that (small) value can lag blend or even growth (?) for long periods of time. When I checked Morningstar it appeared that DFA small value was lagging upto 10 years ( less than 0.2% overperformance compared to Vanguard blend and underperformance of 0.70 compared to Vanguard small grow...
by vencat
Sun Jun 03, 2012 12:35 pm
 
Forum: Investing - Theory, News & General
Topic: Small value performance
Replies: 131
Views: 8094

Re: who is Dan Weiner?

VFINX has beaten your once favored 'hot hands' over 1 and 5 years :wink: . Likewise Taylor's trio has beaten the G portfolio. However, while I'm an indexer, there is no question that you could do far worse than select low cost active Vanguard funds. You don't need Weiner to select them. I'm not even...
by vencat
Mon May 21, 2012 11:04 pm
 
Forum: Investing - Theory, News & General
Topic: who is Dan Weiner?
Replies: 53
Views: 12624

Re: Resident Physician - need of major help.

This physician oriented site may help as well: http://whitecoatinvestor.com/

Venkat
by vencat
Sun May 20, 2012 1:36 pm
 
Forum: Personal Finance (Not Investing)
Topic: Resident Physician - need of major help.
Replies: 75
Views: 9837

Re: who is Dan Weiner?

Just check Madsinger's monthly report. This has a bunch of portfolio returns since 1999 including Wiener's portfolios.
1, 3 and 5 year returns are less than stellar.
by vencat
Sun May 20, 2012 10:25 am
 
Forum: Investing - Theory, News & General
Topic: who is Dan Weiner?
Replies: 53
Views: 12624

Re: Selecting a financial advisor for a fairly large portfol

I would consider the following:
1) Get a consultation from Vanguard.
2) If you want DFA access check this out http://www.retireearlyhomepage.com/low_fee_dfa.html
Additionally check out Diehard Disciple's thread 'How I chose a low cost DFA advisor.....'

Venkat
by vencat
Sat May 19, 2012 11:00 pm
 
Forum: Personal Finance (Not Investing)
Topic: Selecting a financial advisor for a fairly large portfolio
Replies: 33
Views: 3381

Re: Are there any Ex-Bogleheads?

I guess Adrian Nenu would be considered an exBoglehead.
Venkat
by vencat
Thu May 17, 2012 8:01 am
 
Forum: Investing - Theory, News & General
Topic: Are there any Ex-Bogleheads?
Replies: 110
Views: 9161

Re: Are there skilled individual investors?

Ferri's book is 'The Power of Passive Investing'.

Venkat
by vencat
Fri Apr 27, 2012 11:47 pm
 
Forum: Investing - Theory, News & General
Topic: Are there skilled individual investors?
Replies: 155
Views: 10704

Re: Why invest in stock market index funds when there is BRK

This is a mild dilemma I deal with. I'm one of the trustees for my groups pooled pension and profit plan. Before I joined it was run by an advisor who invested it in 7 stocks (50% BRK.A) and cash (0 bonds). I've gradually implemented the following: 1) Transferred from Merrill to Vanguard. 2) Asset a...
by vencat
Thu Apr 26, 2012 10:28 pm
 
Forum: Investing - Theory, News & General
Topic: Why invest in stock market index funds when there is BRK?
Replies: 31
Views: 2594

Re: Investing in Indian CDs for Indian Expats (NRIs)

I've been waiting for the Indian RE bubble to burst for many years !:shock: Seems like I can afford a house in the US but not in Chennai. Conventional wisdom in India is to invest in RE, gold (at any cost) and CDs with their deceptively high rates. Stocks and bonds are still not that popular. Regard...
by vencat
Sun Mar 25, 2012 4:37 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investing in Indian CDs for Indian Expats (NRIs)
Replies: 43
Views: 5015
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