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  Topic: Morningstar Money Flows-Vanguard #1
tlcarriker

Replies: 13
Views: 1241

PostForum: Investing - Help with Personal Investments   Posted: Thu Nov 12, 2009 4:54 pm   Subject: Morningstar Money Flows-Vanguard #1
http://corporate.morningstar.com/us/documents/pr/Oct2009MorningstarDirectFundFlows.pdf

Link to Morningstar.
  Topic: Charles Schwab Free ETF's Trades (House ETF's )
tlcarriker

Replies: 12
Views: 1312

PostForum: Investing - Help with Personal Investments   Posted: Mon Nov 02, 2009 6:19 pm   Subject: Charles Schwab Free ETF's Trades (House ETF's )
Discount broker Charles Schwab & Co. entered the exchange-traded fund, or ETF, arena Monday by announcing the launch of four ETFs, with four more set for December.

To boost sales, Schwab is wai ...
  Topic: Pimco reducing mortgage bonds
tlcarriker

Replies: 2
Views: 564

PostForum: Investing - Help with Personal Investments   Posted: Mon Jul 20, 2009 9:14 am   Subject: Pimco reducing mortgage bonds
July 20 (Bloomberg) -- Bill Gross, who runs the world’s biggest bond fund at Pacific Investment Management Co., reduced holdings of mortgage debt last month and added to cash and equivalent securiti ...
  Topic: My wife wants a laptop/notebook
tlcarriker

Replies: 37
Views: 3563

PostForum: Lounge - Consumer, Leisure, and General Interest   Posted: Sun Jul 12, 2009 5:49 pm   Subject: New Computer
I've bought from newegg.com over several years and pleased with service and price.
Bought Lenovo G530 for $379,last month. Free shipping and no tax.
Watch for weekly specials.
  Topic: ETF portfolios in Money Magazine
tlcarriker

Replies: 27
Views: 4001

PostForum: Investing - Theory, News & General   Posted: Thu Jun 25, 2009 11:18 am   Subject: ETF Investing
I like: People over 60-65

RSP - 25% S&P 500 Eq.Weight
EEM- 25% Emerging Mkt. (BRIC)

BND- 50% Total Bond
  Topic: Bonds & stocks for disability.
tlcarriker

Replies: 6
Views: 641

PostForum: Investing - Help with Personal Investments   Posted: Sun Jun 14, 2009 5:10 pm   Subject: Bonds & stocks for disability.
I'm on s.s.disability,age 56 in rural Texas. Have 155 thousand in settlement cash, no debt and ssd income of 922.00 each month. Would like to draw about 600-700 each month in income from investment ...
  Topic: Sell Off In Bonds
tlcarriker

Replies: 34
Views: 4434

PostForum: Investing - Help with Personal Investments   Posted: Sat Jun 06, 2009 6:10 pm   Subject: Bonds sell off
I have a positive stock/bond return from last year,also for this year. As I said early I can/do follow the markets on a daily basic. Although there are some weeks I louse, the key is limit your loses ...
  Topic: Sell Off In Bonds
tlcarriker

Replies: 34
Views: 4434

PostForum: Investing - Help with Personal Investments   Posted: Sat Jun 06, 2009 4:52 pm   Subject: Bond sell off
My normal holding time for funds & stocks is 2-6 months. I follow these on a daily basics. I've very conformable with trading in and out of bonds funds ever 2-3 months, so far its paid off.
  Topic: Sell Off In Bonds
tlcarriker

Replies: 34
Views: 4434

PostForum: Investing - Help with Personal Investments   Posted: Sat Jun 06, 2009 3:04 pm   Subject: Sell Off In Bonds
This week (first week June) there was a big sell off in some bonds funds. Vanguard funds I own (VFIIX, VFSTX) were down 1.0 and 0.4% for week.
Interest rates are rising rather fast.
Is this cause f ...
  Topic: Best inflation hedge in taxable account?
tlcarriker

Replies: 14
Views: 1952

PostForum: Investing - Theory, News & General   Posted: Mon Jun 01, 2009 9:51 pm   Subject: Inflaction Protection
VWO 20% Emerging Markets
VSS 10% Global Small Cap
MXI 10% Global Materials
EWZ 5% Brazil
FXI 5% China
GLD 10% Gold
WIP 20% Global Inflation Prot. Bonds
CEW ...
  Topic: Moving Emergency Fund to Schwab?
tlcarriker

Replies: 21
Views: 2769

PostForum: Investing - Theory, News & General   Posted: Tue May 12, 2009 2:34 pm   Subject: Schwab Lower Fees
My take,Schwab will keep fees low for about 18-24 months.
I have there checking-brokerage account,bought ( SWARX ) Retirement Income in past two months. Expenses .10%
Most of my assets at Vanguard.
  Topic: total stock market or wellesley
tlcarriker

Replies: 13
Views: 2290

PostForum: Investing - Help with Personal Investments   Posted: Sat Apr 04, 2009 9:11 pm   Subject: Retirement Portfolio (Early)
Age 50-65
Bonds 60%
Stocks 40%

VTI - US Stocks 10%
EEM- Emerging Markets 10%
VNQ- REIT 10%
DBC- Commodities 10%
  Topic: Retirement Plan Advice
tlcarriker

Replies: 5
Views: 794

PostForum: Investing - Help with Personal Investments   Posted: Sun Mar 29, 2009 3:14 pm   Subject: The IVY Portfolio
Put 20% in each class.

VTI US Stocks
VEU World Stocks
IEF US Gov Bonds
VNQ REIT
DBC Commodities
 
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