Bogleheads

Keep in mind that socks are a lagging indicator, not only insofar as dress socks track employment but in that people tend to buy more exercise socks in good economic times. Very Happy

Pfft. I prefer to us ...

OK. Let's look at the Fidelity Spartan index fund Annual Report. Check out the footnotes. They are absolutely riddled with references to FMR (the parent company) paying fees on behalf of the fund.. ...

One definition is here: http://www.investopedia.com/terms/s/special_situation.asp

Essentially, it means they are investing on the basis of an event or circumstances that they believe will change th ...

This performance chasing thread itself is a good indicator the market is high. Razz

Paul

Penny stocks?
BTW it appears the Vancouver, BC Stock Exchange has tightened up their regulations enough the new penny stock "capital" is Seattle. So beware penny stocks for companies from ...

Ever since I discovered this in Pike's Place Market, I've preferred

Haha, I used to play Farming Game as a kid all the time. It was kind of a joke because we grew up in a farm town (even though we ...

According to the information from the link above, they have given an Index to compare this to:

"The Fund seeks investment returns that exceed the return of the Morgan Stanley Capital Internati ...

I'm not sure the number of bonds in the case of Fidelity or Vanguard is all that important. You've established they have *lots*. The geographic diversification is probably worth a bit using the nati ...

The one I that needs to be watched is IRA with RMDs. If someone is in their 70s with 7 or 8% required distribution rate and the IRA drops 70% in one year a distribution at the end of the year can req ...

I just received an e-mail promotion for the "Million Dollar Portfolio" from fool.com, so I thought it would be worthwhile revisiting this thread, now that some time has elapsed. If you comp ...

Nisiprius Investments appears to be doing product research... Twisted Evil

Paul

A banner day - everything finished in the green!
Watch out!

Something will go down. Rolling Eyes

Paul

I'd rather have the timber predictions. REIT predictions are more common. Not everyone does timber.

Paul

These would be great in the Brokerage Option of a 401K held at Schwab. The 401K I'm in has $29.95 trades. If these etfs and free trades were allowe it would be a great way to save some money.

The ...

As of this minute:

Morningstar Vanguard forum posts: 587,487

Bogleheads forum posts: 587,605

It took us about 2 years and 8 months.

Paul

If you're feeling uncomfortable about going to zero in TIPS you can just rebalance. That captures most of the "effect" without being out of TIPS.

Paul

The Barnes & Noble Nook is going to be pretty sweet. Unlike Amazon Kindle, Nook supports free public domain eBooks, and eBooks that my local library loans online. I am a Kindle owner but find the ...

I hope Mielvsky is OK and able to make up for the loss. But making it up depends on his salary, portfolio size and savings rate. I wish he would do an interview and detail how he fared during this bea ...

Vanguard's TIPS fund isn't an index either. Wink

The only indexed TIPS funds I know of are etfs such as TIP, IPE, and the new PIMCO ones.

Paul

For some reason, I am a bit hesitant in putting 100% of money in vanguard. I completely understand that even if Vanguard goes bankrupt, money is safe. But then, sometimes when your heart says, somethi ...

I own one whole BRKB share.

I guess I'm going to own more shares after the massive split. At least it's a great stock to hold in taxable since it doesn't pay dividends.

Paul

The biggy is FTSE has Canada and MSCI doesn't. It's about 3% of the total ex-US fund. Not that big, but it's a commodity producer so recently it's had high returns similar to Australia.

Paul

* We have children designated as beneficiaries. We decided it was better to take out the equity from our home with a low-interest (deductible) mortgage and give it to them now (this made them happy. ...

Better do your research. Fidelity's Total Bond fund is *not* an index. It is a managed fund and the word "index" is not in the name. The one you're looking for is US Bond Index. Don't ma ...

Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX)
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX)

As I understand it, VWSUX has lower yield, but is less sensitive to int ...

You could split the difference on the two funds. 50/50 in each.

You're not one of those "winners" who pays NY state, city and county income tax are you?

Paul

Thanks for the input.One stupid question what is a FIDO chart???
Not a stupid question. I also would like to know.

I see someone upthread has provided a link to Morningstar charts. Could someone ...

If you plan on owning individual bonds liquidity can be a good reason to hold a portion in an appropriate bond fund. Liquidity for things like rebalancing, selling in a hurry etc. What you pay in co ...

iShares has an intermediate credit index etf. You can use Vanguard's long term bond index fund which split among treasuries and corporates.

Bank loans are short term floating rate junk. Fidelity ...

Heh.

I think with bear market and other economic declines it is different each time in how we make stupid mistakes because everyone thinks "It really is different this time."

Paul

Index Unisverse if you want information on recent funds. I think they have a research database too.

Paul

Wow look at the inflow into PIMCO!
That's just the retail side since they only show $308 billion in assets when their total assets are over $800 billion.

If you they included "custodial" ...

There is a high density of wealthy elderly retirees in Florida, and of course there is the cultural heritage of the 1920s land boom. Perhaps dubious real estate promotion is just a way of life there a ...

Take a look at these folks for an Alabama fund: http://www.dupree-funds.com/

Not available through Vanguard. Do your own homework!

Paul

Since Vanguard already has a STAR fund, I plan to open a hedge fund called the DEATH STAR fund. It will invest the clients' money strictly in CDOs and CMOs which are guaranteed to blow up. Smile

You ...

Bond go up, down, and sideways.

We don't know.

Paul

The most popular national muni fund at Vanguard is the Intermediate Tax-Exempt fund (VWITX).

Closed end funds are bad idea unless they are investing in something not available in an open ended fund ...

Bill Gross is back to talking his "book" again. "I'm a bond manager so all equities suck." Wink

Paul

The R3 funds appear to be listed on Yahoo. Here is the EuroPacific one.

http://finance.yahoo.com/q?s=RERCX&.yficrumb=3RBPUsqxNGn

Paul

I don't see any where about consulting with a spouse. That is *very* important.

Paul

iShares conservative allocation ETF: AOK
It's a very Vanguard like fund and is approximately equivalent to Retirement Income (VTINX). It has ~25% equities and the rest in bonds which are short, TBM ...

Vanguard's muni and treasury bond funds are not indexes, but are passively managed with low turnover to keep expenses down.

Paul

Back on topic: Jason's book is pretty breezily written like his WSJ columns. I like that writing style because it's very readable.

Paul

FWIW John Hussman has reduced gold miners in his Strategic Total Return fund from ~10% to 1%. So *he* thinks gold will pull back or drop.

Paul

I've just finished about 1/3 of the book and I'm a little disappointed. It's a real skimpy version of the "4 Pillars" without much to add so far. I'll keep reading, but so far it's more like ...

I have no idea. I don't care. I'm letting the fund managers or indexes do their thing with bonds.

Paul

Those "new" NCREIF indexes look interesting. Especially the regional and "type" ones.

Paul

It seems almost 100% likely that your issues have nothing to do with it being a Dell.

Agree completely. Most of the tech support gripes sound bogus. If the problem can be solved over the phone wi ...

Buffett also owns 10.5 million shares of Union Pacific and 6.4 million shares of Norfolk Southern.

Does he get to drive the train?

Maybe - but I get a free calender every year for my few shares ...

couple of blogs getting into it on Warren's backing of Goldman Sachs tax credit (attempted) purchase of fannie mae tax losses

Plus an amazing chart of how much Buffet's companies have been helped b ...