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Re: "TIPS. Love them or leave them?"

The usual Boglehead rule for bonds was/is:
50% Total Bond and 50% TIPS. (not getting into tax exempt bonds for high tax bracket).
Has that changed???
by vencat
Thu Mar 26, 2015 11:45 pm
 
Forum: Investing - Theory, News & General
Topic: "TIPS. Love them or leave them?"
Replies: 16
Views: 1933

Re: Investing in India

MF Utility seems like the ideal platform to hold mutual funds from multiple companies.
I'm not certain you can buy ETFs, though.
by vencat
Thu Feb 12, 2015 11:32 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investing in India
Replies: 15
Views: 1882

Re: Investing in India

Ways to invest in India http://articles.economictimes.indiatimes.com/2011-06-20/news/29679836_1_mutual-funds-fund-companies-offer-online-trading http://profit.ndtv.com/news/cheat-sheet/article-investing-in-mutual-funds-heres-the-cheapest-easiest-way-32829 http://www.fundsindia.com/ http://www.indian...
by vencat
Wed Feb 11, 2015 9:55 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investing in India
Replies: 15
Views: 1882

Re: Investing in India

Please see these previous threads. I have contributed to some of them. http://www.bogleheads.org/forum/viewtopic.php?f=1&t=93075 https://www.bogleheads.org/forum/viewtopic.php?f=1&t=139590 http://www.bogleheads.org/forum/viewtopic.php?f=1&t=128887 https://www.bogleheads.org/forum/viewtop...
by vencat
Wed Feb 11, 2015 8:40 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investing in India
Replies: 15
Views: 1882

Re: 2.875% mortgage pay-off financially justifiable?

I was in a similar situation. 2.875% for 10 years. Could have paid off long ago. Finally did last month with funds from my Limited Tax Exempt fund. Wife and I feel good about it.
by vencat
Sun Feb 01, 2015 2:11 pm
 
Forum: Personal Finance (Not Investing)
Topic: 2.875% mortgage pay-off financially justifiable?
Replies: 35
Views: 3961

Re: What is the best free stock screener?

Petro, Do you still use the low beta approach for individual stocks? if I recall from years ago you use a mix of Vanguard active funds and a portfolio of low beta stocks. I also vaguely recall something about a tactical strategy or fund....FundX?? in the early 2000s. Were you dabbling with momentum ...
by vencat
Sat Jan 31, 2015 2:22 pm
 
Forum: Investing - Help with Personal Investments
Topic: What is the best free stock screener?
Replies: 7
Views: 677

Re: What makes a good index? [India funds]

I feel that a mixed approach is best for Indian markets. At least till Vanguard tries to reenter Indian market..... One other thing......Indian approach to investing appears to be oriented to market timing and 'profit booking'. Except for above deviation i.e mixed approach, I would strongly recommen...
by vencat
Sat Jan 31, 2015 1:57 pm
 
Forum: Investing - Help with Personal Investments
Topic: What makes a good index? [India funds]
Replies: 6
Views: 618

Re: What makes a good index? [India funds]

CNX 500 is the indian equivalent of the US Total Stock Market. Certainly the broadest but unfortunately expense ratio seems too high and what if Goldman Sachs pulls out or closes fund? Between Nifty and Sensex, no doubt Nifty is better as it has 50 vs 30 stocks. I personally don't invest in India (m...
by vencat
Sat Jan 31, 2015 12:25 pm
 
Forum: Investing - Help with Personal Investments
Topic: What makes a good index? [India funds]
Replies: 6
Views: 618

Re: What makes a good index? [India funds]

Some previous threads: Some support for indexing in India: https://www.ifa.com/articles/second_look_indian_mutual_fund_landscape/ Arguments against: http://www.onemint.com/2012/03/13/why-isnt-investing-in-index-funds-popular-in-india/ http://www.safalniveshak.com/do-not-invest-in-index-funds/ http:/...
by vencat
Fri Jan 30, 2015 7:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: What makes a good index? [India funds]
Replies: 6
Views: 618

Re: The missing value premium- a 10 year global lookback

See below for an article and quote from Paul Merriman http://www.marketwatch.com/story/savvy-shoppers-make-savvy-investors-2013-02-13?pagenumber=1 "In my book “Live It Up Without Outliving Your Money,” I show the results of an 82-year study of value stocks vs. growth stocks. In every single 20-...
by vencat
Thu Jan 29, 2015 7:10 pm
 
Forum: Investing - Theory, News & General
Topic: The missing value premium- a 10 year global lookback
Replies: 57
Views: 3388

Re: Small Cap Value worth it?

6) If you are into market timing, recent underperformance of SV should actually be a buy signal! Long termers should be rebalancing, of course. But then most say momentum is the better way to go, not the recent under-performers? :confused You need both, at least according to this article :wink: htt...
by vencat
Wed Jan 21, 2015 9:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: Small Cap Value worth it?
Replies: 33
Views: 4017

Re: Why invest in International funds? It's a mystery

Some support to stay the course with international investing:

http://www.servowealth.com/sites/all/fi ... Stocks.pdf
by vencat
Mon Jan 19, 2015 11:08 am
 
Forum: Investing - Theory, News & General
Topic: Why invest in International funds? It's a mystery
Replies: 121
Views: 10824

Re: "Wining and dining" in medical community

'Wining and dining' is a bunch of BS and not at all integral to the medical community. By the same token, golfing or private club membership is not required! 1) Rarely, at the group practice level, there may be a meet and greet introductory meeting for a new physician with hors d'oeuvres and wine. I...
by vencat
Sun Jan 18, 2015 12:55 pm
 
Forum: Personal Consumer Issues
Topic: "Wining and dining" in medical community
Replies: 35
Views: 3591

Re: Small Cap Value worth it?

Unscientific/?meaningless observations of up to 15 year Morningstar returns: 1) Marginal difference between Total Market and S&P 500: 5 to 15 years, former ahead by 0.26 to 0.61% 2) Small cap blend specifically Tax Managed Small Cap has beaten Total: 5 to 15 years 1.66 to 5.05%. SCV and SCG have...
by vencat
Sat Jan 17, 2015 1:40 pm
 
Forum: Investing - Help with Personal Investments
Topic: Small Cap Value worth it?
Replies: 33
Views: 4017

Re: Malkiel's recommendations, 1990 to 2015

While I respect all the experts I also pay heed to the the notion, ALL idols have clay feet. This recent article is very good advice from him. http://www.wsj.com/articles/burton-g-malkiel-a-2015-rebalancing-act-for-investors-1419986157 But he actually advocates replacing part of the bond portfolio w...
by vencat
Sat Jan 17, 2015 12:06 pm
 
Forum: Investing - Theory, News & General
Topic: Malkiel's recommendations, 1990 to 2015
Replies: 40
Views: 3931

Re: Larry's New Book On Sale

Now, if only the author would make a pitch..........
by vencat
Fri Jan 16, 2015 8:29 pm
 
Forum: Investing - Theory, News & General
Topic: Larry's New Book On Sale
Replies: 10
Views: 1819

Re: Why invest in International funds? It's a mystery

Recency bias would favor only US investing. I'm personally at 15% international and will be increasing to 25 or even 30%. The argument against international is a strong positive (or is it negative?)sentiment indicator in my opinion. Having said that international small cap especially value is where ...
by vencat
Fri Jan 16, 2015 8:24 pm
 
Forum: Investing - Theory, News & General
Topic: Why invest in International funds? It's a mystery
Replies: 121
Views: 10824

Re: Roth 401k or traditional 401k

MO state tax and KC city tax.
I can't imagine that my tax rate will remain the same at retirement so seems like traditional 401k will be the way to go.
by vencat
Wed Jan 14, 2015 10:33 pm
 
Forum: Investing - Help with Personal Investments
Topic: Roth 401k or traditional 401k
Replies: 4
Views: 428

Roth 401k or traditional 401k

My new employer offers both of these. For now I've chosen the non Roth 401k since I'm in the highest tax bracket. My wife and I both have (backdoor) Roth IRA's which we contribute to annually, non rolled over 403b accounts (former jobs), and 401k accounts. My 401k from previous employer will be roll...
by vencat
Wed Jan 14, 2015 8:40 pm
 
Forum: Investing - Help with Personal Investments
Topic: Roth 401k or traditional 401k
Replies: 4
Views: 428

Re: The Callan Periodic Table of Investment Returns 2014

Tamales, You have outdone the Callan chart!! Now if you could only include international bonds and REITs...... :wink: Just kiddin'!
by vencat
Wed Jan 14, 2015 8:22 pm
 
Forum: Investing - Theory, News & General
Topic: The Callan Periodic Table of Investment Returns 2014
Replies: 26
Views: 3887

Re: What about TIPS?

Fair and reasonable explanation. Thanks.
by vencat
Sun Jan 11, 2015 2:06 pm
 
Forum: Investing - Theory, News & General
Topic: What about TIPS?
Replies: 2
Views: 478

Re: TIPS spread as inflation prediction

I started another thread before I read this. See 'What about TIPS'.
Can you experts give us actionable guidance? Is there a role for a long term asset allocation or do we have to resort to market timing?
http://blogs.wsj.com/moneybeat/2015/01/ ... more-tips/
by vencat
Sun Jan 11, 2015 1:23 pm
 
Forum: Investing - Theory, News & General
Topic: TIPS spread as inflation prediction
Replies: 22
Views: 2503

What about TIPS?

TIPs have always been confusing to me. Yeah sure, it was easy in the early 2000s....just split your FI between Total Bond index and TIPs, rebalance and forget it. But you had Larry's shifting strategy, Taylor's shift (or recommendation within last few years) to short term TIPs fund and I forget Grok...
by vencat
Sun Jan 11, 2015 1:11 pm
 
Forum: Investing - Theory, News & General
Topic: What about TIPS?
Replies: 2
Views: 478

Re: Three Questions That Bruise The Small Cap Perf. Promise

1.  How do trading expenses ("transaction costs") come onto play?  If it is frequent investor-initiated trades that hurt small stock returns, this is easily remedied by a buy and hold strategy, is it not?  2. Please help me understand the Research Affiliates table describing risk-adjusted...
by vencat
Sun Jan 11, 2015 11:02 am
 
Forum: Investing - Theory, News & General
Topic: Three Questions That Bruise The Small Cap Perf. Promise
Replies: 14
Views: 2033

Performance of fundamental indexes

I saw this article by Eric Nelson who used to post here previously. Hoping for a refutation from Robert T.
http://www.servowealth.com/resources/ar ... -fall-flat
by vencat
Sat Jan 10, 2015 7:12 pm
 
Forum: Investing - Theory, News & General
Topic: Performance of fundamental indexes
Replies: 21
Views: 1890

Re: Another silly anti-index article

Index funds can also suffer from their emphasis on momentum over value. Benchmark indexes tend to be capitalization weighted; the highest allocations go to the market’s largest companies. As investors make big stocks, such as Apple AAPL, -0.18% and Google GOOG, -0.30% , bigger, the stocks become bi...
by vencat
Fri Jan 02, 2015 7:52 pm
 
Forum: Investing - Theory, News & General
Topic: Another silly anti-index article
Replies: 42
Views: 4184

Re: Rick Ferri looking to internationalize his portfolio

Isn't this called tactical asset allocation. or may be even market timing??
by vencat
Thu Jan 01, 2015 12:58 pm
 
Forum: Investing - Theory, News & General
Topic: Rick Ferri looking to internationalize his portfolio
Replies: 296
Views: 37297

Re: Any Momentum Investors Out There?

Really surprised that no one has mentioned Robert T's multiple discussions regarding momentum (with specific ETF recommendations). One such thread http://www.bogleheads.org/forum/viewtop ... 0&t=145847.
by vencat
Thu Dec 04, 2014 6:55 pm
 
Forum: Investing - Theory, News & General
Topic: Any Momentum Investors Out There?
Replies: 116
Views: 14364

Re: Why own International at all?

Smudgeon or smidgen...who cares!
by vencat
Sat Nov 15, 2014 11:54 am
 
Forum: Investing - Help with Personal Investments
Topic: Why own International at all?
Replies: 45
Views: 5177

Re: Stock Index or Geared Property (buy to let)

Negative gearing is an Australian strategy for reducing taxes by holding a morgage (showing a loss while renting). I would contact daffyd who is a very knowledgeable Aussie investor or wait for her to respond to this.
by vencat
Mon Oct 27, 2014 7:53 pm
 
Forum: Investing - Theory, News & General
Topic: Stock Index or Geared Property (buy to let)
Replies: 3
Views: 425

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 7:40 pm
 
Forum: Personal Finance (Not Investing)
Topic: Rather macabre but necessary question
Replies: 86
Views: 11131

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 9:05 pm
 
Forum: Investing - Theory, News & General
Topic: Does anyone expect tilts to *under*perform?
Replies: 84
Views: 5800

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 10:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: Index investing in India
Replies: 9
Views: 962

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 1:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: Australian index funds
Replies: 12
Views: 992

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 10:54 am
 
Forum: Investing - Help with Personal Investments
Topic: Australian index funds
Replies: 12
Views: 992

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 10:18 am
 
Forum: Investing - Theory, News & General
Topic: John Bogle, Index Icon, Accused of Timing Market
Replies: 44
Views: 10714

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 11:40 am
 
Forum: Personal Finance (Not Investing)
Topic: The Gecko cost me a lot of $. How often to switch car ins?
Replies: 78
Views: 8220

Re: My 30-year Forecast

Fair enough. Thanks.
by vencat
Thu Jan 09, 2014 3:46 pm
 
Forum: Investing - Theory, News & General
Topic: My 30-year Forecast
Replies: 63
Views: 7111

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 1:17 pm
 
Forum: Investing - Theory, News & General
Topic: My 30-year Forecast
Replies: 63
Views: 7111

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
Mon Jan 06, 2014 11:51 pm
 
Forum: Investing - Theory, News & General
Topic: Aswath Damodaran's blog
Replies: 3
Views: 986

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 12:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: Need help investing from India
Replies: 5
Views: 650

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 5:24 pm
 
Forum: Investing - Theory, News & General
Topic: Putting together my annual list of sure things
Replies: 25
Views: 2587

Re: Commodities Funds: A Decade of Disaster

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

Venkat
by vencat
Sun Dec 22, 2013 9:49 pm
 
Forum: Investing - Theory, News & General
Topic: Commodities Funds: A Decade of Disaster
Replies: 196
Views: 15146

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 12:30 pm
 
Forum: Investing - Theory, News & General
Topic: Blackrock investing outlook for 2014
Replies: 8
Views: 1431

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 5:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: Purchasing IJS Small Cap Value
Replies: 12
Views: 954

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 12:32 pm
 
Forum: Investing - Theory, News & General
Topic: Due diligence on RAFI Pure Small Value
Replies: 189
Views: 18873
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