Since these are just links - should there be sticky's for beginner/intermediate/advanced?kcyahoo wrote:I think posts on the bulletin board can be updated. How about taking the new book suggestions and adding them to the list on the post named "Books".
This post could be broken down into multiple sticky's.
Bogle's Books
Swedroe's Books
Ferri's Books
Asset Allocation
Catch All
etc.
GBS, Thank You for your contribution to this board.
Search found 495 matches
- Tue Feb 27, 2007 8:40 pm
- Forum: Wiki and Reference Library
- Topic: Suggestions for the Librarians
- Replies: 255
- Views: 288695
Re: To Librarian
- Tue Feb 27, 2007 2:51 pm
- Forum: Forum Issues and Administration
- Topic: Newbie/novice
- Replies: 9
- Views: 4680
- Tue Feb 27, 2007 2:04 pm
- Forum: Wiki and Reference Library
- Topic: Books (--> Wiki)
- Replies: 63
- Views: 123989
Free Online Book - Investment Philosophies - Aswath Damodaran
- Tue Feb 27, 2007 1:49 pm
- Forum: Personal Finance (Not Investing)
- Topic: 400 Members!
- Replies: 8
- Views: 4348
- Tue Feb 27, 2007 11:53 am
- Forum: Personal Finance (Not Investing)
- Topic: 400 Members!
- Replies: 8
- Views: 4348
"Vanguard Diehards" & Bogleheads already are world-famous 8) referred to by Mr Bogle himself (along with others).zhiwiller wrote:And think of the prestige involved in being one of the first x00 members of this soon-to-be world-famous collective of investing geniuses.
This site is closing in on 500 members and 2000 posts!
- Mon Feb 26, 2007 3:04 pm
- Forum: Wiki and Reference Library
- Topic: Risk, uncertainty and behavioral pitfalls
- Replies: 6
- Views: 31671
Risk and Risk Control in an Era of Confidence (or is it Greed?) By John Bogle Date: 04/06/2000 In these extraordinary and volatile markets we are facing today, it�s difficult for me to imagine more appropriate subjects than �Risk� and �Risk Control� to sound the keynote for an �Agenda for the Future��the perennial theme, as I understand it, for this conference. It has been "Reward,� of course, that has been the keynote of the past 18 years, and most particularly for the past six years, during which the longest and strongest bull market in the history of the world has taken a new lease on life. Even as �it is always darkest before the dawn,� however, it may well always be brightest just before evening begins to fall. When reward is at ...
- Mon Feb 26, 2007 1:24 pm
- Forum: Personal Finance (Not Investing)
- Topic: Rick Ferri has arrived!
- Replies: 29
- Views: 16443
Re: Newbies
And a lot of folks like gbs signed on because they didn't like the copyright restrictions of M*Barry Barnitz wrote:Hi Rick:
We have actually found that a number of ''newbies" have signed on here because they refuse to pay the 5 dollar sign-up fee at morningstar.
gbs wrote: I chose not to post there due to the restrictive copyright imposed by M*.
Regards, gbs
- Mon Feb 26, 2007 1:18 pm
- Forum: Personal Finance (Not Investing)
- Topic: Rick Ferri has arrived!
- Replies: 29
- Views: 16443
Re: First Time for Everything
1) There is no debate with Larry on including high yield and excluding commodities. I am right on both accounts. :wink: 2) The functionality of this board is great (is there spell check?), but I am not convinced that newbies will come here. IMO, they will continue to go to M*. 3) My office is outside San Antonio, but the main office of Portfolio Solutions is in Troy, MI, and will remain there. My function is research and marketing. I talk with people interested in our services while the Troy office handles portfolio management and client services. First of all - It's great to see you here Rick. Welcome aboard. Love your writings and books. Looking forward to your book on ETF's. Second as far as spell check is concerned - You can use Firefo...
- Mon Feb 26, 2007 12:50 pm
- Forum: Personal Finance (Not Investing)
- Topic: Rick Ferri has arrived!
- Replies: 29
- Views: 16443
- Sun Feb 25, 2007 7:38 pm
- Forum: Wiki and Reference Library
- Topic: Books (--> Wiki)
- Replies: 63
- Views: 123989
- Sun Feb 25, 2007 7:31 pm
- Forum: Wiki and Reference Library
- Topic: Suggestions for the Librarians
- Replies: 255
- Views: 288695
- Sun Feb 25, 2007 4:57 pm
- Forum: Investing - Theory, News & General
- Topic: Info Sources to Understand and Model AMT
- Replies: 6
- Views: 4143
Leonard,
You said you have read the instructions for 6251 but I am not sure if you have seen the AMT Assistant available on the IRS website.
One can use this assistant to determine if they need to fill out 6251.
H&R Block has AMT Estimator. I haven't used this but have used other calculators and have found it to be accurate.
Turbo Tax also has an online Tax Estimator which calculates AMT.
Neither of these require personal information for calculation purposes.
You said you have read the instructions for 6251 but I am not sure if you have seen the AMT Assistant available on the IRS website.
One can use this assistant to determine if they need to fill out 6251.
H&R Block has AMT Estimator. I haven't used this but have used other calculators and have found it to be accurate.
Turbo Tax also has an online Tax Estimator which calculates AMT.
Neither of these require personal information for calculation purposes.
- Sun Feb 25, 2007 12:17 pm
- Forum: Personal Finance (Not Investing)
- Topic: Bo Derek in investopedia
- Replies: 1
- Views: 2450
Bo Derek in investopedia
I was Looking at the top 10 searched items at http://investopedia.com/dictionary/
#4 surprised me.
#4 surprised me.
Reminds me of what Bogle said "The enemy of a good portfolio is the search for the perfect portfolio."Bo Derek - A slang term used to describe a perfect stock or investment. In the 1979 hit movie "10", actress Bo Derek portrayed the "perfect woman", or "the perfect 10".
- Sun Feb 25, 2007 12:03 pm
- Forum: Wiki and Reference Library
- Topic: Glossary
- Replies: 3
- Views: 9922
401(k) Plan - 401(K) Plan 403(b) Plan - 403(b) Plan 457 Plan - 457 Plan AFFO - Adjusted Funds From Operations AMT - Alternative Minimum Tax Annuity - Annuity APY - Annual Percentage Yield APR - Annual Percentage Rate AAGR - Annual Growth Rate CAGR - Compound Annual Growth Rate CAPM - Capital Asset Pricing Model CD - Certificate of Deposit CFP - Certified Financial Planner Correlation - Correlation CPI - Consumer Price Index CRSP - Center for Research in Security Prices DCA - Dollar Cost Averaging DDM - Dividend Discount Model DFA - Dimensional Fund Advisors EAFE - Europe, Australia and Far East Efficient Frontier - Efficient Frontier EPS - Earnings Per Share ER - Expense Ratio ETF - Exchange-Traded Fund FIFO - First-In, First-Out FFO - Fun...
- Sat Feb 24, 2007 5:59 pm
- Forum: Wiki and Reference Library
- Topic: Active vs. Passive Investing
- Replies: 9
- Views: 44329
Indexed Investing: A Prosaic Way to Beat the Average Investor By William F. Sharpe Summary: Indexed investing is a strategy designed to match a market, not beat it. Done properly, it can be cheap and tax-efficient. After costs and taxes, an indexed investor in a market can beat the average active investor. Many investment vehicles, both mutual funds and the more recently introduced exchange-traded funds, make it possible for individuals to invest some or all of their assets in indexed strategies. This talk elaborates on these points, describes some of the more attractive funds and shows how indexed investing can be used to help obtain a globally diversified portfolio. Active vs. Passive Management By Rex A. Sinquefield (DFA) Summary: The f...
- Sat Feb 24, 2007 2:30 pm
- Forum: Wiki and Reference Library
- Topic: Suggestions for the Librarians
- Replies: 255
- Views: 288695
Recommended Reading
I didn't see a separate topic for Books, hence I am posting this here. Phoenix/gbs please move this it to the appropriate topic in the reference library. The Smartest Investment Book You'll Ever Read - Daniel R Solin The Lazy Person's Guide to Investing: A Book for Procastinators, the Financially Challenged, and Everyone who worries about Dealing with Their Money - Paul B. Farrell The Boglehead's Guide to Investing - Taylor Larimore, Mel Lindauer, Michael LeBoeuf The Random Walk Guide to Investing: Ten Rules for Financial Success - Burton G. Malkiel The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On With Your Life - Bill Schultheis The Only Guide to a Winning Investment Strategy You'll Ever Need - Larry Swedroe Th...
- Fri Feb 23, 2007 4:23 pm
- Forum: Wiki and Reference Library
- Topic: About Vanguard and its founder
- Replies: 3
- Views: 29867
A lighter side of John Bogle
Vanguard - Funds by Asset Class - Symbols & Fund Number
link: Symbols & Fund Number
Vanguard - Funds by Asset Class - Prices & Performance
Prices & Performance
Vanguard - Exchange Traded Funds by Asset Class
link: Prices & Performance
Vanguard- Fund Annual/Semi-Annual Reports
link: Mutual Fund Annual/Semi-Annual Reports
Vanguard - Funds by Asset Class - Symbols & Fund Number
link: Symbols & Fund Number
Vanguard - Funds by Asset Class - Prices & Performance
Prices & Performance
Vanguard - Exchange Traded Funds by Asset Class
link: Prices & Performance
Vanguard- Fund Annual/Semi-Annual Reports
link: Mutual Fund Annual/Semi-Annual Reports
- Fri Feb 23, 2007 4:05 pm
- Forum: Forum Issues and Administration
- Topic: Please Try Out Test Posts Here
- Replies: 446
- Views: 377138
http://www.diehards.org/forum/faq.php?mode=bbcodeAshKK wrote:Also, I would like to know how to display tables (something with aligned rows and columns).
gives an intro to bbcode on how to create lists/tables / including images etc
- Fri Feb 23, 2007 3:32 pm
- Forum: Investing - Theory, News & General
- Topic: Importance of value tilt in foreign funds?
- Replies: 8
- Views: 4934
Re: Importance of value tilt in foreign funds?
Is value tilting as important in foreign funds as in domestic funds. What are recommended ratios of EAFE to foreign value? Yes - as per Fama & French in their paper titled Value Versus Growth: The International Evidence Value stocks have higher returns than growth stocks in markets around the world. For 1975-95, the difference between the average returns on global portfolios of high and low book-to-market stocks is 7.60% per year, and value stocks outperform growth stocks in 12 of 13 major markets. An international CAPM cannot explain the value premium, but a two-factor model that includes a risk factor for relative distress captures the value premium in international returns. http://www.chicagogsb.edu/capideas/fall97/fama.htm "Va...
- Fri Feb 23, 2007 2:46 pm
- Forum: Personal Investments
- Topic: Taxable Account - Intl Index Funds or TSM
- Replies: 20
- Views: 13575
Oneleaf - Thanks for the link. I should have thought of checking the SEC filings.oneleaf wrote:Preliminary Prospectus has some info.
For the benefit of others - you can search for EDGAR filings at http://searchwww.sec.gov/EDGARFSClient/ ... Access.jsp
or for a list of all Vanguard filings http://www.sec.gov/cgi-bin/series?company=Vanguard
- Fri Feb 23, 2007 1:26 pm
- Forum: Personal Investments
- Topic: Taxable Account - Intl Index Funds or TSM
- Replies: 20
- Views: 13575
- Fri Feb 23, 2007 12:42 pm
- Forum: Forum Issues and Administration
- Topic: Forum Sigs
- Replies: 7
- Views: 4391
I agree with Phoenix. I personally would like to see other people's signatures. But the existence of excessively long ones, or ones with banners, always end up making me opt out of viewing all signatures. Are there easy ways to restrict signatures such that: - graphics are not allowed - font size is limited - bolding allowed only on small text - limited number of lines (so that someone's post doesn't make people scroll too much). I would think these restrictions would be good for the overall forum. Thanks for your consideration! I concur. As I said in another post banners/images are a distraction and take up bandwidth. I would limit the signature to one liner. Case in point - It appears fire5soon has a 5/6 line signature. (Sorry F5S) ;)
- Fri Feb 23, 2007 12:24 pm
- Forum: Personal Finance (Not Investing)
- Topic: 50 in 3 Days!
- Replies: 10
- Views: 5303
Re: 50 in 3 Days!
Did you expect 1000 posts [including OT/Admin] within 5 days?Wagnerjb wrote:He figured we would reach 50 posts in one month. I figured we would get there in 3 days. Well, we reached 72 hours around 3PM today, and we now have 57 posts in the Diehard forum alone. If you include Off Topic and Admin we are at 95!!!
I absolutely agree.I think we got a great thing going here. We owe a lot to Phoenix for making it possible and to all the great posters for spreading the word.
Although I wish Taylor and Mel(I know he joined this form) make a decision soon.
- Fri Feb 23, 2007 12:22 pm
- Forum: Personal Investments
- Topic: REIT in Vanguard Target Retirement Funds
- Replies: 4
- Views: 3061
Bob/RM,
Thanks for your replies.
I currently do S&D and have value tilt (both SCV & Intl Value) but don't have any REITs (outside of TSM)
I have been following the conversation 57643 if it's a good time to invest in REIT.
Thanks to Andy (wagnerjb) I ran into the investopedia article that said we should look at FFO or AFFO rather PE ratios.
I was planning to start another post but have you seen any articles that compare REIT's on FFO(Funds from operations) multiples.
Thanks for your replies.
I currently do S&D and have value tilt (both SCV & Intl Value) but don't have any REITs (outside of TSM)
I have been following the conversation 57643 if it's a good time to invest in REIT.
Thanks to Andy (wagnerjb) I ran into the investopedia article that said we should look at FFO or AFFO rather PE ratios.
I was planning to start another post but have you seen any articles that compare REIT's on FFO(Funds from operations) multiples.
- Fri Feb 23, 2007 11:58 am
- Forum: Investing - Theory, News & General
- Topic: NAPFA Equivalent for Estate Attorneys, Validating Attorneys
- Replies: 4
- Views: 3620
Re: NAPFA Equivalent for Estate Attorneys, Validating Attorn
Not sure if this is what you are looking for but there's AAEPA-American Academy of Estate Planning Attorneys.joppy wrote:Is there any equivalent association of Estate Planning Attorneys similar to NAPFA?
http://www.aaepa.com/
You can search for EPA's at http://www.search-attorneys.com/
- Fri Feb 23, 2007 11:06 am
- Forum: Investing - Theory, News & General
- Topic: Assessing the latest in Tax Return Software
- Replies: 7
- Views: 4026
- Fri Feb 23, 2007 10:29 am
- Forum: Personal Investments
- Topic: Microcap options
- Replies: 9
- Views: 6206
Interesting conversations regarding BRISX and microcaps in the old forum 54668 and 56237 Rick Ferri said I create asset allocations based on the returns of indexes and then decide which funds to use to track those indexes. The mandate of BRSIX was to follow the CRSP Decile 10 induce (micro cap stocks). However, over the last couple of years BRSIX has very high tracking error against that benchmark, which I am concerned about. There is nothing "wrong" with BRSIX, but I think the company has not been completely honest about the investment objectives on that fund. The return numbers don't make sense compared to the Decile 10 induce, and the median market cap numbers don't signal a Decile 10 focus either. I am seeking a long-term solu...
- Fri Feb 23, 2007 10:22 am
- Forum: Personal Investments
- Topic: What happens when a bank goes out of business
- Replies: 11
- Views: 8321
- Thu Feb 22, 2007 3:28 pm
- Forum: Investing - Theory, News & General
- Topic: Paul Farrell - The second-grader starter portfolio
- Replies: 8
- Views: 6762
The Yahoo link does not work but I checked the original Market watch link I do agree with others that the article stressed simplicity. However, Yes, it does cost a minimum investment of $3,000 in each of the funds, for a total of $9,000. (Kevin was able to get those minimums waived because his father owns a lot of Vanguard funds.) But my advice to David is: You have to start somewhere, so shoot for this one. What I inferred was Kevin was able to waive the minimums and secondly the column minimum investment was not the amount invested. Portfolio allocation was 60%-VTSMX, 30%-VGTSX and 10-VBMFX and depending on the investment (5000-10000) it was allocated accordingly. But then again I think the message of the article was simplicity and asset ...
- Thu Feb 22, 2007 2:57 pm
- Forum: Personal Investments
- Topic: REIT in Vanguard Target Retirement Funds
- Replies: 4
- Views: 3061
REIT in Vanguard Target Retirement Funds
Vanguard includes Total Stock/Total Bond/ European / Pacific /Emerging Markets index funds in its Target Retirement Funds.
Is there a reason why Vanguard does not include REIT?
Does anyone know if Vanguard has plans to include it?
Is there a reason why Vanguard does not include REIT?
Does anyone know if Vanguard has plans to include it?
- Wed Feb 21, 2007 2:40 pm
- Forum: Forum Issues and Administration
- Topic: Future of the Diehards?
- Replies: 35
- Views: 18967
Mel replied to Converstaion # 195340 on M*
Hi John and Everyone:
Taylor and I want you to know that we're working behind the scenes to try to come up with a workable solution. It probably will take some time, so we don't want you to think that we're not working on it.
We've developed a number of scenarios and solutions, and are trying to play Solomon to select the option that works best for everyone, if that's humanly possible.
In the meantime, continue to post wherever you're most comfortable. However, that doesn't mean you have to choose to limit yourself to one site or the other. There are lots of good Diehards at both sites, and many of them post at both sites.
Best regards to all,
Mel & Taylor
- Wed Feb 21, 2007 1:25 pm
- Forum: Investing - Theory, News & General
- Topic: Fraud Protection (Sorry to revive this discussion) Long Post
- Replies: 31
- Views: 12868
- Wed Feb 21, 2007 12:35 pm
- Forum: Investing - Theory, News & General
- Topic: Fraud Protection (Sorry to revive this discussion) Long Post
- Replies: 31
- Views: 12868
Re: Fraud Protection (Sorry to revive this discussion) Long
As per David in the other Forum Brennan does respond to emails.Bylo Selhi wrote:Legend has it that when Jack Bogle was at the helm he personally responded to all client mail that was addressed to him. I don't know if that's still the case with Brennan.
- Wed Feb 21, 2007 11:59 am
- Forum: Forum Issues and Administration
- Topic: Please Try Out Test Posts Here
- Replies: 446
- Views: 377138
Re: TFB
Andy - There are may roads to Dublin
One option is what you are doing
Second option is copy the content you want to quote (could be from the earlier post or from another website) and in your reply hit the "Quote" button, paste the content you want to quote and then hit the Quote button.
Same goes for bold/italics/underline etc.
One option is what you are doing
Second option is copy the content you want to quote (could be from the earlier post or from another website) and in your reply hit the "Quote" button, paste the content you want to quote and then hit the Quote button.
Same goes for bold/italics/underline etc.
- Wed Feb 21, 2007 10:51 am
- Forum: Personal Finance (Not Investing)
- Topic: Use Firefox to avoid seeing ads on websites
- Replies: 19
- Views: 12282
Use Firefox to avoid seeing ads on websites
Folks,
I know there are other alternatives to Internet Explorer (Maxthon / Opera ) etc but I prefer Firefox and installing some add-ons makes surfing a very pleasurable experience (Not to mention ad-free surfing)
Give it a shot.
1. Download and install Firefox
http://www.mozilla.com/products/downloa ... lang=en-US
2. Install the extensions
Adblock Plus, IE Tab - To open certain links in Internet Explorer, Flash block
To install the extensions, click on the link and click on "Install Now"
Regards,
Simba
I know there are other alternatives to Internet Explorer (Maxthon / Opera ) etc but I prefer Firefox and installing some add-ons makes surfing a very pleasurable experience (Not to mention ad-free surfing)
Give it a shot.
1. Download and install Firefox
http://www.mozilla.com/products/downloa ... lang=en-US
2. Install the extensions
Adblock Plus, IE Tab - To open certain links in Internet Explorer, Flash block
To install the extensions, click on the link and click on "Install Now"
Regards,
Simba
- Wed Feb 21, 2007 10:23 am
- Forum: Personal Investments
- Topic: Portfolio Critique
- Replies: 4
- Views: 5579
Mitch,
The fund choices seems awesome.
I tried to run your numbers through the Morningstar X Ray but the sum total of % does not add up to 100%.
The fund choices seems awesome.
I tried to run your numbers through the Morningstar X Ray but the sum total of % does not add up to 100%.
- Wed Feb 21, 2007 10:07 am
- Forum: Personal Investments
- Topic: Can you buy closed funds in taxable if you own it in 401K
- Replies: 2
- Views: 5172
Can you buy closed funds in taxable if you own it in 401K
If one owns closed funds (both Vanguard and non-Vanguard) in his 401K.
Can he buy them in his taxable or IRA accounts even if he doesn't own it in those accounts?
Can he buy them in his taxable or IRA accounts even if he doesn't own it in those accounts?
- Wed Feb 21, 2007 9:55 am
- Forum: Personal Investments
- Topic: What happens when a bank goes out of business
- Replies: 11
- Views: 8321
FDIC provided bank rating services
I haven't looked at all the services but bankrate ofcourse is the most popular among consumers.The FDIC never releases its ratings on the safety and soundness of banks and thrift institutions to the public.
However, there are private companies that provide their own ratings of these institutions.
- Wed Feb 21, 2007 8:35 am
- Forum: Investing - Theory, News & General
- Topic: Bogle's New Book?
- Replies: 20
- Views: 12916
- Tue Feb 20, 2007 2:57 pm
- Forum: Forum Issues and Administration
- Topic: Open issues
- Replies: 31
- Views: 18834
Signatures
A request to prevent signatures (gif/jpg/links to other sites) - although one liners text signatures are okay.
I am not sure what others think but I am okay with one having an avatar and displaying one line text signatures. Having gifs/images as signatures is a distraction in my opinion.
What do others think?
I am not sure what others think but I am okay with one having an avatar and displaying one line text signatures. Having gifs/images as signatures is a distraction in my opinion.
What do others think?
- Tue Feb 20, 2007 12:50 pm
- Forum: Forum Issues and Administration
- Topic: New domain name progress
- Replies: 9
- Views: 5933
- Tue Feb 20, 2007 11:09 am
- Forum: Forum Issues and Administration
- Topic: Open issues
- Replies: 31
- Views: 18834
For now we can use this tiny link until the issue of domainname or alternatives are resolved.indexfundfan wrote:I agree that we should get a domain name. The current link is simply too difficult to use.
http://tinyurl.com/27umzp
For those who want to know the Terms of use of Tinyurl
Terms of use:
TinyURL was created as a free service to make posting long URLs easier, and may only be used for actual URLs. Using it for spamming or illegal purposes is forbidden and any such use will result in the TinyURL being disabled and you may be reported to all ISPs involved and to the proper governmental agencies. This service is provided without warranty of any kind.
- Tue Feb 20, 2007 10:59 am
- Forum: Investing - Theory, News & General
- Topic: Bogle's New Book?
- Replies: 20
- Views: 12916
- Tue Feb 20, 2007 10:09 am
- Forum: Forum Issues and Administration
- Topic: Different topic forums?
- Replies: 13
- Views: 8368
One forum
My vote is NOT to split the sub-forums.
But we should definitely add some sticky's. These could be in a different sub-forum just to keep the main forum simple otherwise the sticky list would be too long.
Some of the sticky's could be
1. Reading list (from diehards.org)
2. Investment gems that Taylor & others maintain
3. Tax efficiency/in-efficiency of funds
4. Free online books (Rick Ferri's, Frank Armstrong's etc)
5. First steps
I know others will chime in with better recommendations.
Regards,
Simba
But we should definitely add some sticky's. These could be in a different sub-forum just to keep the main forum simple otherwise the sticky list would be too long.
Some of the sticky's could be
1. Reading list (from diehards.org)
2. Investment gems that Taylor & others maintain
3. Tax efficiency/in-efficiency of funds
4. Free online books (Rick Ferri's, Frank Armstrong's etc)
5. First steps
I know others will chime in with better recommendations.
Regards,
Simba
- Mon Feb 19, 2007 6:55 pm
- Forum: Investing - Theory, News & General
- Topic: Do other Diehard recommended authors publish regularly?
- Replies: 7
- Views: 6588
Scott Burns website
Scott Burns who writes for Dallas Morning News is now a syndicated columnist. His columns are available (archives included) at
http://assetbuilder.com
Regards,
Simba
http://assetbuilder.com
Regards,
Simba