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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: 3801

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: 10399

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: 3500

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: 3801

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: 3794

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: 1749

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: 10399

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: 420

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: 420

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: 3573

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: 467

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: 2434

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: 467

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: 1978

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: 1805

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: 4081

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: 224
Views: 24719

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: 13628

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: 4992

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: 421

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: 10033

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: 5786

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: 898

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: 947

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: 947

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: 10567

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: 8138

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: 7084

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: 7084

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: 982

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: 577

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: 2578

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: 14877

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: 1426

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: 945

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: 18417

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 12:08 pm
 
Forum: Investing - Help with Personal Investments
Topic: Active vs. Passive managed International Small cap
Replies: 7
Views: 478

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 3:01 pm
 
Forum: Investing - Theory, News & General
Topic: Annual returns of Fixed Income Indices
Replies: 0
Views: 291

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 5:52 pm
 
Forum: Investing - Theory, News & General
Topic: Financial Literacy Must Be Taught!
Replies: 55
Views: 3360

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 5:38 pm
 
Forum: Investing - Help with Personal Investments
Topic: Alternatives to DFA funds
Replies: 5
Views: 1042

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 10:54 am
 
Forum: Investing - Theory, News & General
Topic: Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Van
Replies: 71
Views: 5164

Re: international small value

Thanks. That is probably what I will do.
by vencat
Sat Mar 02, 2013 2:49 pm
 
Forum: Investing - Theory, News & General
Topic: international small value
Replies: 26
Views: 2707

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 12:53 pm
 
Forum: Investing - Theory, News & General
Topic: international small value
Replies: 26
Views: 2707

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 8:44 pm
 
Forum: Investing - Theory, News & General
Topic: international small value
Replies: 26
Views: 2707

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 8:51 pm
 
Forum: Investing - Theory, News & General
Topic: international small value
Replies: 26
Views: 2707

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 8:37 pm
 
Forum: Personal Finance (Not Investing)
Topic: DFA and Growth funds??
Replies: 5
Views: 810

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 6:52 pm
 
Forum: Personal Finance (Not Investing)
Topic: DFA and Growth funds??
Replies: 5
Views: 810

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 7:36 pm
 
Forum: Investing - Theory, News & General
Topic: Shifts in VG Tracking Indexes Announced
Replies: 155
Views: 16966
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