Search found 913 matches

by Lieutenant.Columbo
Wed Jun 28, 2017 9:12 am
Forum: Investing - Theory, News & General
Topic: "Quincy Jones Streaming Music, Media & Entertainment ETF"
Replies: 6
Views: 286

Re: "Quincy Jones Streaming Music, Media & Entertainment ETF"

what might the relevance of a streaming-music ETF for the investor who doesn't invest on specific business sectors? after all, the streaming-music companies (based on where they fall in the small/medium/large cap & the value/blend/growth spectra) will find their way into the different funds we a...
by Lieutenant.Columbo
Wed Jun 28, 2017 4:43 am
Forum: Investing - Theory, News & General
Topic: [2017 Health Savings Account Landscape] via Morningstar
Replies: 10
Views: 779

Re: [2017 Health Savings Account Landscape] via Morningstar

anyone has an opinion on why Morningstar didn't look at Saturna as well?
by Lieutenant.Columbo
Sun Jun 25, 2017 7:17 pm
Forum: Local Chapters and Bogleheads Community
Topic: [Virtual online chapter - Master thread]
Replies: 47
Views: 4442

Re: [Virtual online chapter - Master thread]

I think this online chapter is qualitatively different from the other in-person chapters. It may actually be interesting to a very large number of BH members who might not learn about it because they never go to the "Local Chapters..." subforum. I suggest the moderators consider: 1. also p...
by Lieutenant.Columbo
Sun Jun 25, 2017 7:08 pm
Forum: Investing - Help with Personal Investments
Topic: 20 Years To Med School: Saving For Tuition Math
Replies: 28
Views: 2019

Re: 20 Years To Med School: Saving For Tuition Math

We did what you intend but for undergrad (1985-2002) Our target was for a Princeton COA. He didn't attend Pton but Carnegie-Mellon. Gradschool was done on academic scholarship. Not medical. CS and Eng. In our time the college inflation rate was 6% and by the time of his matriculation, the expected ...
by Lieutenant.Columbo
Sun Jun 25, 2017 7:06 pm
Forum: Investing - Theory, News & General
Topic: Five Very Basic Questions About Mutual/Index Funds
Replies: 7
Views: 777

Re: Five Very Basic Questions About Mutual/Index Funds

thank you alex_686 and nisiprius; I understand now
by Lieutenant.Columbo
Sun Jun 25, 2017 1:09 pm
Forum: Investing - Theory, News & General
Topic: Five Very Basic Questions About Mutual/Index Funds
Replies: 7
Views: 777

Re: Five Very Basic Questions About Mutual/Index Funds

You buy and sell shares directly with the fund. The fund is "open" because it is constantly creating and destroying new shares as people buy or sell shares. thank for all your answers; how come constant creation and destruction of shares by the fund doesn't affect the investors shares' va...
by Lieutenant.Columbo
Sun Jun 25, 2017 12:58 pm
Forum: Local Chapters and Bogleheads Community
Topic: [Virtual online chapter - Master thread]
Replies: 47
Views: 4442

Re: [Virtual online chapter - Master thread]

I'm interested. I am sending an email now requesting to be added to the email list; excellent idea!
by Lieutenant.Columbo
Sun Jun 25, 2017 12:39 pm
Forum: Investing - Theory, News & General
Topic: Five Very Basic Questions About Mutual/Index Funds
Replies: 7
Views: 777

Five Very Basic Questions About Mutual/Index Funds

can you help me with any of these questions, or direct me to where I can find the answers, please? 1. who does one buy (or sell) fund shares from (to)? the fund itself? 2. if fund shares are bought from the fund itself, can there be a situation when the fund cannot sell because it ran of shares? 3. ...
by Lieutenant.Columbo
Sun Jun 25, 2017 6:51 am
Forum: Investing - Help with Personal Investments
Topic: 20 Years To Med School: Saving For Tuition Math
Replies: 28
Views: 2019

Re: 20 Years To Med School: Saving For Tuition Math

If you believe in growth and inflation, you will be better off to front load and forego the last few years of contributions :greedy . YMMV :mrgreen: Very interesting If I did constant annual contributions (and assuming a nominal return of 6.5%), I'd be contributing a total of $8706*20 = $174K How w...
by Lieutenant.Columbo
Sat Jun 24, 2017 8:45 pm
Forum: Investing - Help with Personal Investments
Topic: 20 Years To Med School: Saving For Tuition Math
Replies: 28
Views: 2019

Re: 20 Years To Med School: Saving For Tuition Math

here is my math: I have known parents who were 100% disappointed their child did not get into medical school or did not want to go. A parent's expectation can be a burden on their children. point well taken; I am (we are) aware of this and the child will not be aware of the prepaid college tuition ...
by Lieutenant.Columbo
Sat Jun 24, 2017 8:20 pm
Forum: Investing - Help with Personal Investments
Topic: 20 Years To Med School: Saving For Tuition Math
Replies: 28
Views: 2019

Re: 20 Years To Med School: Saving For Tuition Math

alex_686 wrote:the cost of college has outpaced the CPI each and every year for the past 30 years. I don't know if medical school costs track "normal inflation" or college inflation. If you want to get a feel on the difference, check out this webiste.https://www.commonfund.org/commonfund-i ... ndex-hepi/
I realize professional school tuition could increase faster than the CPI, and I should use an inflation estimation higher than 3%
GreatOdinsRaven wrote:I use this Vanguard calculator tool.
excellent tool, thanks for sharing; had I found this calculator on my own, I wouldn't have posted this Topic and staythecourse wouldn't have been annoyed by it :wink:
by Lieutenant.Columbo
Sat Jun 24, 2017 8:10 pm
Forum: Investing - Help with Personal Investments
Topic: 20 Years To Med School: Saving For Tuition Math
Replies: 28
Views: 2019

Re: 20 Years To Med School: Saving For Tuition Math

Are you thinking of going to medical school in 20 years? :?: :happy no, the recipient of these savings would be our son I mentioned Med school only because it runs in the family, but these savings would be used for any other after-college education costs, if needed and if wanted I realize this; I f...
by Lieutenant.Columbo
Sat Jun 24, 2017 7:18 pm
Forum: Investing - Help with Personal Investments
Topic: 20 Years To Med School: Saving For Tuition Math
Replies: 28
Views: 2019

Re: 20 Years To Med School: Saving For Tuition Math

I do know this math is based on unknown estimated variables, so it will fail. Even if the plan fails, planning was necessary. If you know this then why are you asking.[...] these random questions that NO ONE can possible answer with any degree of certainty yet folks have no problems GUESSING. There...
by Lieutenant.Columbo
Sat Jun 24, 2017 4:06 pm
Forum: Investing - Help with Personal Investments
Topic: How does Fidelity makes money, if I own all Vanguard funds or ETFs
Replies: 56
Views: 4049

Re: How does Fidelity makes money, if I own all Vanguard funds or ETFs

LiveSimple wrote:if I have Fidelity account, how does, Fidelity, makes money when I hold all Vanguard funds and ETFs
why do you have your Vanguard holdings at Fidelity?
by Lieutenant.Columbo
Sat Jun 24, 2017 3:53 pm
Forum: Investing - Help with Personal Investments
Topic: 20 Years To Med School: Saving For Tuition Math
Replies: 28
Views: 2019

20 Years To Med School: Saving For Tuition Math

Would you please double-check the Math below about saving over the next 20 years for tuition at a USA public Medical School? I do know this math is based on unknown estimated variables, so it will fail. Even if the plan fails, planning was necessary. I decided aiming to save $200K in today's tuition...
by Lieutenant.Columbo
Fri Jun 23, 2017 8:43 pm
Forum: Investing - Theory, News & General
Topic: 529 Non-Qualified Earning Distribution: Why Income Tax And Not Capital Gains Tax?
Replies: 5
Views: 317

Re: 529 Non-Qualified Earning Distribution: Why Income Tax And Not Capital Gains Tax?

itstoomuch wrote:prefer UGMA
why specifically do you prefer UGMA?
itstoomuch wrote:unless the 529 is tactically managed in the shortterm
can you elaborate on what you mean, please? thanks
by Lieutenant.Columbo
Fri Jun 23, 2017 7:56 pm
Forum: Investing - Theory, News & General
Topic: 529 Non-Qualified Earning Distribution: Why Income Tax And Not Capital Gains Tax?
Replies: 5
Views: 317

529 Non-Qualified Earning Distribution: Why Income Tax And Not Capital Gains Tax?

In Publication 970-Tax Benefits for Education Section 8-Qualified Tuition Program (QTP) Sara must include $18 in income (Form 1040, line 21) as distributed QTP earnings not used for adjusted qualified education expenses what might be the philosophical (and, hopefully, not merely monetary) reason why...
by Lieutenant.Columbo
Thu Jun 22, 2017 8:26 pm
Forum: Investing - Theory, News & General
Topic: Your Favorite Portfolio Tilts
Replies: 86
Views: 6068

Re: Your Favorite Portfolio Tilts

Dirghatamas wrote:I am in accumulation with assets already sufficient for 1% SWR and should hopefully hit 0.25-0.5% range before retiring
Dirghatamas, personal but respectful question: why aren't you retired already? :?:
by Lieutenant.Columbo
Wed Jun 21, 2017 9:01 pm
Forum: Investing - Theory, News & General
Topic: "Find out if your fund is declaring a quarterly dividend in June."
Replies: 32
Views: 4172

Re: "Find out if your fund is declaring a quarterly dividend in June."

I hope you get the idea that I don't sit around scheming how to do this. Sometimes the stars align and I go "Oh, I should do this to save a little bit on taxes." What I think happens is that close to each "Dividend Day" your biological clocks ticks and you go "Oh, I should ...
by Lieutenant.Columbo
Wed Jun 21, 2017 7:21 pm
Forum: Investing - Theory, News & General
Topic: "Find out if your fund is declaring a quarterly dividend in June."
Replies: 32
Views: 4172

Re: "Find out if your fund is declaring a quarterly dividend in June."

livesoft wrote:Sell VV on 3/14/2016
Buy VTI on 3/15/2016

ex-dividend date was 3/15/2016 for both VV and VTI
livesoft, one more question:
when you execute this strategy in order to avoid AGI increase, do you typically (intend to) revert assets to the original fund they were in (VV in your example)?
by Lieutenant.Columbo
Tue Jun 20, 2017 7:35 pm
Forum: Investing - Theory, News & General
Topic: "Find out if your fund is declaring a quarterly dividend in June."
Replies: 32
Views: 4172

Re: "Find out if your fund is declaring a quarterly dividend in June."

Of course not. I love to sell when the fund's price has gone down because either (a) I realize a lower amount of capital gains and thus use up less of my carryover losses, or (b) I realize a higher amount of capital losses and thus add more to my carryover losses. My "replacement fund" wi...
by Lieutenant.Columbo
Tue Jun 20, 2017 11:18 am
Forum: Investing - Theory, News & General
Topic: "Find out if your fund is declaring a quarterly dividend in June."
Replies: 32
Views: 4172

Re: "Find out if your fund is declaring a quarterly dividend in June."

Thank you. 1. how do you know how much VV to sell? 2. selling VV would incur capital gains tax, wouldn't it? Wouldn't that defeat the purpose of avoiding the VV distribution? 1. What? I sold whatever I felt like. I don't recall exactly, but maybe I sold all lots purchased in the past 2 years in tha...
by Lieutenant.Columbo
Tue Jun 20, 2017 9:31 am
Forum: Investing - Theory, News & General
Topic: "Find out if your fund is declaring a quarterly dividend in June."
Replies: 32
Views: 4172

Re: "Find out if your fund is declaring a quarterly dividend in June."

livesoft, could you share an example of you actually do to avoid distributions in taxable funds, please? thanks Sell VV on 3/14/2016 Buy VTI on 3/15/2016 ex-dividend date was 3/15/2016 for both VV and VTI Thank you. 1. how do you know how much VV to sell? 2. selling VV would incur capital gains tax...
by Lieutenant.Columbo
Tue Jun 20, 2017 8:46 am
Forum: Investing - Theory, News & General
Topic: "Find out if your fund is declaring a quarterly dividend in June."
Replies: 32
Views: 4172

Re: "Find out if your fund is declaring a quarterly dividend in June."

livesoft wrote:I like that funds have different dates because sometimes that allows one to avoid distributions while being invested 100% of the time. One would make timely exchanges to do so
livesoft,
could you share an example of you actually do to avoid distributions in taxable funds, please? thanks
by Lieutenant.Columbo
Sun Jun 11, 2017 3:28 pm
Forum: Investing - Theory, News & General
Topic: HEHR-tolerance versus Loss Aversion--why setting and maintaining your own AA might be a mistake
Replies: 139
Views: 6815

Re: HEHR-tolerance versus Loss Aversion--why setting and maintaining your own AA might be a mistake

I check how funds do daily and enter values into my portfolio spreadsheet almos every week I don't mean I'll be doing the opposite of what this Topic is suggesting we do, ehem, but Dave, what does updating your portfolio spreadsheet tell you that checking your balance/s at your custodian/s' account...
by Lieutenant.Columbo
Wed Jun 07, 2017 9:11 pm
Forum: Investing - Theory, News & General
Topic: Why You Still Can’t Trust Your Financial Adviser
Replies: 54
Views: 5609

Re: Why You Still Can’t Trust Your Financial Adviser

BogleMelon wrote:If I die, my wife knows that she has to consult my only FA that I trust...
up until this point, what came to mind first was "what if FA dies too?', and then, somehow, Hitchcock's 1985 Final Escape came to mind...
by Lieutenant.Columbo
Wed Jun 07, 2017 8:18 pm
Forum: Investing - Theory, News & General
Topic: [What is the theory behind "float adjusted" market cap indices?]
Replies: 17
Views: 996

Re: [What is the theory behind "float adjusted" market cap indices?]

thank you Valuethinker, selters and alex_686 for your replies. I have found them very helpful and easy to understand.
I was surprised at how "readable" selters' Norges .pdf was, and how much of it (I think) I understood.
by Lieutenant.Columbo
Tue Jun 06, 2017 9:04 pm
Forum: Investing - Theory, News & General
Topic: [What is the theory behind "float adjusted" market cap indices?]
Replies: 17
Views: 996

Re: Float-adjusted market cap

alex_686, so, you're making the point that investors should follow/use free float-adjusted data, correct? Mostly yes. A free float market cap index is a very good proxy for that Market Portfolio. In theory the Market Portfolio (a.k.a. all investable assets) is the most efficient portfolio. Now, why...
by Lieutenant.Columbo
Tue Jun 06, 2017 1:36 pm
Forum: Investing - Theory, News & General
Topic: [What is the theory behind "float adjusted" market cap indices?]
Replies: 17
Views: 996

Re: The theory of float adjustment for indices?

Talk about a Zombie thread, the OP posted on the forum for a total of 5 days back in 2011. It is highly unlikely that they are still waiting for an answer. Why don't you post your own questions with the specific things that are of interest to you? I didn't imply that the OP was waiting for an answe...
by Lieutenant.Columbo
Tue Jun 06, 2017 8:35 am
Forum: Investing - Theory, News & General
Topic: The Funded Ratio over the LifeCycle - Part 3 of Funded Ratio series
Replies: 16
Views: 1385

Re: The Funded Ratio over the Life-Cycle -Part 3 Funded Ratio

Bob,
May I suggest you link to Parts 2 and 3 in the Part 1 OP? And to Parts 1 and 3 in Part 2 OP? That way one can easily link between Parts when reviewing the topic. Thanks.
by Lieutenant.Columbo
Tue Jun 06, 2017 8:27 am
Forum: Investing - Theory, News & General
Topic: [What is the theory behind "float adjusted" market cap indices?]
Replies: 17
Views: 996

Re: The theory of float adjustment for indices?

resuscitating this Topic hoping that those who are familiar with Flote Adjustment care to answer OP's interesting questions
by Lieutenant.Columbo
Tue Jun 06, 2017 7:18 am
Forum: Investing - Theory, News & General
Topic: [What is the theory behind "float adjusted" market cap indices?]
Replies: 17
Views: 996

Re: Float-adjusted market cap

A Sovereign Wealth Fund may not pursue profit maximization but some other goal, such as keep jobs within the country. They might be willing to suffer a haircut of 25% to 50% of the value of the company. If you included the SWF shares then you are overweighting the SWF’s judgments over the market’s ...
by Lieutenant.Columbo
Mon Jun 05, 2017 8:57 pm
Forum: Investing - Theory, News & General
Topic: What are the global market cap weights today?
Replies: 16
Views: 2046

Re: What are the global market cap weights today?

lack_ey wrote:...the total amount of equity in EM as a percentage of total amount of equity of all publicly traded stocks in the world is significantly larger than the percentage of EM you see in the indexes. On the other hand, the percentage of EM in the indexes probably better reflects some concept of a global market of stocks.
lack_ey, could you please elaborate on what you meant with your last sentence in this quote? it almost seems to me that it contradicts the previous sentence; I guess my question is: which represents the market/s better, or which one helps the investor diversify globally "more effectively": free float-adjusted or the opposite?
selters wrote:Do you have the numbers for non-float adjusted market cap weights?
selters: I suspect the MSCI ACWI Investable Market Index is Non free-float adjusted
MASCI ACWI wrote:... IMI captures large, mid and small cap representation across 23 Developed Markets (DM) and
23 Emerging Markets (EM) countries*. With 8,530 constituents, the index is comprehensive, covering approximately 99% of the global
equity investment opportunity set.
thanks both
by Lieutenant.Columbo
Sun Jun 04, 2017 8:26 am
Forum: Investing - Theory, News & General
Topic: What is an authoritative source for the ratio of the sizes of the U.S. and international markets?
Replies: 19
Views: 1533

Re: What is an authoritative source for the ratio of the sizes of the U.S. and international markets?

Perhaps this is a roundabout way to estimate US vs international.... If you believe VTI and VXUS are appropriately weighted, looking at their #1 holding and market cap: VTI #1 holding = Apple 2.45% http://portfolios.morningstar.com/fund/holdings?t=VTI Apple 621.3b market cap http://www.morningstar....
by Lieutenant.Columbo
Wed May 31, 2017 3:54 pm
Forum: Investing - Theory, News & General
Topic: Using Funded Ratio to drive retirement investment plan - Part 1 of Funded Ratio series
Replies: 67
Views: 5408

Re: Using the Funded Ratio to drive your retirement investment plan

...Twenty years from retirement you replace the nominal bond fund with a LT TIPS bond fund. When you are about fifteen years from retirement you add the ST TIPS fund, and match the average duration of the two TIPS funds to the duration of the retirement income goal, the liability. (In this case, yo...
by Lieutenant.Columbo
Wed May 31, 2017 4:18 am
Forum: Investing - Theory, News & General
Topic: Using Funded Ratio to drive retirement investment plan - Part 1 of Funded Ratio series
Replies: 67
Views: 5408

Re: Using the Funded Ratio to drive your retirement investment plan

...suppose someone was 50 and was thinking of stopping working and would otherwise live off a 3% withdrawal rate adjusted for inflation having never heard of your ideas... ...at least work part-time longer. I wouldn't encourage any healthy individual to retire before 58, and if you enjoy what you a...
by Lieutenant.Columbo
Sun May 28, 2017 5:28 pm
Forum: Investing - Theory, News & General
Topic: Using Funded Ratio to drive retirement investment plan - Part 1 of Funded Ratio series
Replies: 67
Views: 5408

Re: Using the Funded Ratio to drive your retirement investment plan

Bob, Great post for continuous reference. ...Twenty years from retirement you replace the nominal bond fund with a LT TIPS bond fund. When you are about fifteen years from retirement you add the ST TIPS fund, and match the average duration of the two TIPS funds to the duration of the retirement inco...
by Lieutenant.Columbo
Sun May 28, 2017 7:20 am
Forum: Investing - Theory, News & General
Topic: Mathematically-rigorous, yet comprehensive (assuming little prior investing knowledge), books?
Replies: 28
Views: 1494

Re: Mathematically-rigorous, yet comprehensive (assuming little prior investing knowledge), books?

1.1 Naive portfolio The naive (“ew” or “1/N”) strategy that we consider involves holding a portfolio weight wt= 1/N in each of the N risky assets. This strategy does not involve any optimization or estimation and completely ignores the data. For comparison with the weights in Equation (3), one can ...
by Lieutenant.Columbo
Sat May 27, 2017 5:58 pm
Forum: Investing - Theory, News & General
Topic: How many investment companies to have money in?
Replies: 41
Views: 3490

Re: How many investment companies to have money in?

make sure you keep a hard copy of your statements so you have some evidence of what you have. is there a reason to keep more than only the latest statement from each account? this second comment reminded me of the Topic in which 10 months ago I asked What Permanent Records To Save Out Of Vanguard A...
by Lieutenant.Columbo
Thu May 25, 2017 6:28 pm
Forum: Investing - Help with Personal Investments
Topic: Loss Harvesting Question
Replies: 32
Views: 7177

Re: worst days

livesoft, on the averagely-bad :wink: Really Bad/Worse/Worst days, do you (really have time to) look at whether the drop is greater than the 4th bigger drop in the latest 150 days BEFORE you pull the trigger, Yes, of course I have plenty of time to pre-calculate all this BEFORE the week even starts...
by Lieutenant.Columbo
Thu May 25, 2017 5:49 pm
Forum: Investing - Help with Personal Investments
Topic: Loss Harvesting Question
Replies: 32
Views: 7177

worst days

on 4.Feb.2010 With VTI down about 3% and small cap value down over 4%, this is yet another worst day. livesoft, on the averagely-bad :wink: Really Bad/Worse/Worst days, do you (really have time to) look at whether the drop is greater than the 4th bigger drop in the latest 150 days BEFORE you pull th...
by Lieutenant.Columbo
Thu May 25, 2017 5:05 pm
Forum: Investing - Theory, News & General
Topic: Livesoft: Worst day?
Replies: 64
Views: 21101

Re: Livesoft: Worst day?

How do apply a RBD calculation to a mutual fund? Just run the numbers for the corresponding ETF? For the Fund you are looking to buy see the corresponding ETF. 1. Has the ETF dropped in value today? 2. Is this drop greater than 2.5%? 3. Is this drop greater than the 4th largest drop in the past 151...
by Lieutenant.Columbo
Mon May 22, 2017 10:09 pm
Forum: Investing - Theory, News & General
Topic: Is rebalacing only about risk?
Replies: 66
Views: 4328

Re: Is rebalacing only about risk?

...one does not have to use math to rebalance because one can get close enough with just guessing. Besides, the numbers will be different again the next day... this is philosophically interesting; the actual/exact allocation targets are unattainable, other than only ephemerally this makes me want t...
by Lieutenant.Columbo
Mon May 22, 2017 8:27 am
Forum: Investing - Theory, News & General
Topic: How to use Vanguard Portfolio Watch for rebalancing
Replies: 90
Views: 38827

Re: How to use Vanguard Portfolio Watch for rebalancing

...one does not have to use math to rebalance because one can get close enough with just guessing. Besides, the numbers will be different again the next day... this is philosophically interesting; the actual/exact allocation targets are unattainable, other than only ephemerally this makes me want t...
by Lieutenant.Columbo
Mon May 22, 2017 7:49 am
Forum: Investing - Theory, News & General
Topic: How to use Vanguard Portfolio Watch for rebalancing
Replies: 90
Views: 38827

Re: How to use Vanguard Portfolio Watch for rebalancing

thank you, livesoft the "fine print" states that prices used are usually stale as has been noted many times: http://i64.tinypic.com/2qtv9lh.jpg Also there is more about the different analysis of Vanguard funds versus non-Vanguard funds as well as multi-asset funds. Note the use of "of...
by Lieutenant.Columbo
Sat May 20, 2017 1:55 pm
Forum: Investing - Help with Personal Investments
Topic: 529 question
Replies: 6
Views: 596

Re: 529 question

I live in Texas about this the... What if my child goes to a private or out of state school? You can use the Tuition Units to help pay for tuition and required fees at all eligible Texas public schools, private or career colleges in Texas, or eligible out-of-state institutions . If your child atten...
by Lieutenant.Columbo
Sat May 20, 2017 10:04 am
Forum: Investing - Help with Personal Investments
Topic: Automatic Reinvestment: To "check" or not to "check" (the box) . . that is the question?
Replies: 52
Views: 4806

Re: Automatic Reinvestment: To "check" or not to "check" (the box) . . that is the question?

If there is a dividend purchase within that time frame you could harvest it too and eliminate any worry. It could have a loss or gain--doesn't matter. Just sweep it up with all the other lots you're selling. Even if you missed it and it did create a small problem, you're broker would calculate the ...
by Lieutenant.Columbo
Sat May 20, 2017 9:16 am
Forum: Investing - Help with Personal Investments
Topic: Automatic Reinvestment: To "check" or not to "check" (the box) . . that is the question?
Replies: 52
Views: 4806

Re: Automatic Reinvestment: To "check" or not to "check" (the box) . . that is the question?

...In fall 2015 I sold $100K of FTSE ex US fund to harvest a $12K loss. After selling I turned off the dividend reinvestment in that fund temporarily so there would not be any wash sale type purchases. After 31 days I turned back on reinvestment... thanks for replying; what if there had ALREADY bee...
by Lieutenant.Columbo
Sat May 20, 2017 8:37 am
Forum: Investing - Help with Personal Investments
Topic: Automatic Reinvestment: To "check" or not to "check" (the box) . . that is the question?
Replies: 52
Views: 4806

Re: Automatic Reinvestment: To "check" or not to "check" (the box) . . that is the question?

...In fall 2015 I sold $100K of FTSE ex US fund to harvest a $12K loss. After selling I turned off the dividend reinvestment in that fund temporarily so there would not be any wash sale type purchases. After 31 days I turned back on reinvestment... thanks for replying; what if there had ALREADY bee...
by Lieutenant.Columbo
Fri May 19, 2017 9:59 pm
Forum: Investing - Help with Personal Investments
Topic: Automatic Reinvestment: To "check" or not to "check" (the box) . . that is the question?
Replies: 52
Views: 4806

Re: Automatic Reinvestment: To "check" or not to "check" (the box) . . that is the question?

WallStreetPhysician wrote:I automatically reinvest dividends
goingup wrote:...Automatic dividend reinvestment is efficient and eliminates decision making (dithering).
Toons wrote:Reinvestment =Compounding growth of investment.
I latched on and never looked back.
Via reinvestment,Compounding will do the heavy lifting of the portfolio.
TinkerPDX wrote:I do now
aren't you concerned automatically reinvesting dividends/income in Taxable could mess up Tax Loss Harvesting when/if needed??

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