Search found 31 matches

by Wade Garrett
Sun Jul 09, 2017 6:40 pm
Forum: Personal Consumer Issues
Topic: any way to eat healthier at Subway (or any other quick lunch ideas)
Replies: 102
Views: 4678

Re: any way to eat healthier at Subway (or any other quick lunch ideas)

staythecourse wrote:If there is ONE thing not to eat is smoked fish as that is the reason Japanese have such a high rate of stomach cancer.



Interesting. Is it the actual fish that's the issue or the fact that it's smoked or what?
by Wade Garrett
Sun Jul 09, 2017 5:51 pm
Forum: Personal Consumer Issues
Topic: any way to eat healthier at Subway (or any other quick lunch ideas)
Replies: 102
Views: 4678

Re: any way to eat healthier at Subway (or any other quick lunch ideas)

unless it is dire circumstances you couldn't pay me to eat processed meat or commercially produced bread. The stuff is nutrition-void garbage.... These type of issues aren't complicated: the less you eat out and the less processed the food you eat in general is, the better off you will be.... Eatin...
by Wade Garrett
Sun Jul 09, 2017 5:48 pm
Forum: Personal Consumer Issues
Topic: any way to eat healthier at Subway (or any other quick lunch ideas)
Replies: 102
Views: 4678

Re: any way to eat healthier at Subway (or any other quick lunch ideas)

J295 wrote:Get Ezekiel or similar bread at grocery store. Not all "wheat" bread is created equal.


This. I don't eat a lot of bread, but I eat Ezekiel flax sprouted whole grain when I do.
by Wade Garrett
Sat Jul 08, 2017 9:13 pm
Forum: Investing - Theory, News & General
Topic: My Favorite Alternative Funds
Replies: 119
Views: 8833

Re: My Favorite Alternative Funds

Just want to reiterate that I only considered these alternatives in taxable space because I considered them as alternatives to high quality municipal bonds. Understood. I too hold high quality munis in taxable. If I decide to pursue adding LENDX and SRRIX to my portfolio, I would also reduce my mun...
by Wade Garrett
Sat Jul 08, 2017 5:48 pm
Forum: Investing - Theory, News & General
Topic: My Favorite Alternative Funds
Replies: 119
Views: 8833

Re: My Favorite Alternative Funds

These funds are expensive and tax inefficient.... My own personal example will show how much I've bought into these alternatives. Not only have I invested in them, I have placed most of them in my taxable space despite their tax inefficiency . Interesting. I don't have much tax advantaged space. I ...
by Wade Garrett
Tue Apr 25, 2017 6:21 pm
Forum: Investing - Help with Personal Investments
Topic: Recent transfers to Vanguard, cost-basis success?
Replies: 17
Views: 1296

Re: Recent tranfers to Vanguard, cost-basis success?

I recently had Vanguard convert my existing mutual fund holdings to their ETF equivalents and they failed to transfer the cost basis info properly. After noticing the error, I contacted them via secure message. After two days with no response, I called in. After speaking to the initial representati...
by Wade Garrett
Wed Mar 22, 2017 12:43 pm
Forum: Personal Consumer Issues
Topic: Suspicious organic products
Replies: 101
Views: 6515

Re: Suspicious organic products

Don't want to eat organic food? Think it's a waste of money? No reason to worry about chemicals put on/in food. OK, fine. I don't want a $5,000 watch. I want to eat organic food. I don't want a $50,000 car, I want to ride my bicycle 1,000 miles through the mountains. I long ago gave up being part o...
by Wade Garrett
Fri Jan 20, 2017 1:40 pm
Forum: Investing - Help with Personal Investments
Topic: AQR's 2 managed futures funds
Replies: 3
Views: 663

Re: AQR's 2 managed futures funds

Thanks guys. This is helpful.
by Wade Garrett
Thu Jan 19, 2017 11:02 pm
Forum: Investing - Help with Personal Investments
Topic: AQR's 2 managed futures funds
Replies: 3
Views: 663

AQR's 2 managed futures funds

1) AQMIX - Managed Futures Strategy Fund 2) QMHIX - Managed Futures Strategy HV Fund I'm considering adding a very small allocation to managed futures as an overall portfolio diversifier. I understand that QMHIX is the high volatility version of AQMIX. And from reading past threads on this topic, QM...
by Wade Garrett
Wed Oct 19, 2016 2:56 pm
Forum: Investing - Help with Personal Investments
Topic: How do you track your portfolio's performance?
Replies: 40
Views: 3276

How do you track your portfolio's performance?

My portfolio consists of a mutual fund account (Vanguard) and a separate brokerage account (Fidelity). I own double digit funds (yes I’m a slicer/dicer) between the two accounts. I’m trying to determine the best/easiest/safest way to track my portfolio’s performance. I know about Personal Capital, M...
by Wade Garrett
Sun May 01, 2016 6:52 pm
Forum: Investing - Theory, News & General
Topic: How strong is your belief in AQR?
Replies: 47
Views: 7274

Re: How strong is your belief in AQR?

tarheel wrote:I always wonder what QSPIX-ers think about which would be the second AQR alternative fund they'd add.


QMNIX (Equity Market Neutral fund). Even though it shares some similarities QSPIX. Both provide what I'm looking for in an alt fund.
by Wade Garrett
Sat Jan 23, 2016 9:49 pm
Forum: Investing - Help with Personal Investments
Topic: PowerShares Russell 2000 pure small value fund (PXSV)
Replies: 0
Views: 382

PowerShares Russell 2000 pure small value fund (PXSV)

Before the index change, this fund got a lot of talk on this forum as arguably the best SV fund for tilters seeking something smaller/valueier than Vanguard's SV offerings and those who didn't want to pay an advisor for DFA access. Since the index change, I haven't seen nearly as much discussion abo...
by Wade Garrett
Sat Aug 22, 2015 9:25 pm
Forum: Personal Finance (Not Investing)
Topic: wash sale rule??
Replies: 1
Views: 409

wash sale rule??

Does anyone know if WisdomTree Emerging Markets SmallCap Dividend ETF (DGS) and iShares MSCI Emerging Markets SmallCap ETF (EEMS) are considered to be "substantially identical" under the IRS wash sale rule?
by Wade Garrett
Sat Apr 04, 2015 10:55 pm
Forum: Investing - Theory, News & General
Topic: MSCI Diversified Multi-Factor Index
Replies: 43
Views: 9566

Re: MSCI Diversified Multi-Factor Index

pauliec84 wrote:ishares recently announced they would be introducing new ETFs that follow the MSCI Diversified Multi-Factor Index.... The small cap index looks juicy. May be my replacement for PXSV.


Good info. Any idea when these ETFs from iShares will be available for purchase?
by Wade Garrett
Wed Mar 18, 2015 4:03 pm
Forum: Investing - Theory, News & General
Topic: PXSV has changed indexes
Replies: 131
Views: 17799

Re: PXSV has changed indexes

JKL looks pretty good on all fronts except for number of holdings, ca. 250. Our inherited wisdom from Larry was that we need 500 or more holdings down in SCV. But I dunno, do we really? Was Larry just talking his book? True and RZV holds even fewer than that. JKL also isn't as small (though it's mo...
by Wade Garrett
Tue Mar 17, 2015 6:20 pm
Forum: Investing - Theory, News & General
Topic: PXSV has changed indexes
Replies: 131
Views: 17799

Re: PXSV has changed indexes

I'm really torn as to what to do here. Like Grap and Robert, I'm considering just simplifying and going to something like VISVX (Vanguard Small Value), which is really more of a mid cap value fund, cause it isn't that small (and for that matter, isn't that valuey), or possibly going with something ...
by Wade Garrett
Fri Jan 30, 2015 9:03 pm
Forum: Investing - Theory, News & General
Topic: iShares Files for Intl Quality and Momentum Factor ETFs
Replies: 28
Views: 3300

Re: iShares Files for Intl Quality and Momentum Factor ETFs

it is a bit of a dangerous game to buy etfs before they build up AUM. You are making a bet with little upside (satiated impatience) but lots of risks. I am just coming off of a similar mistake buying IEIS (ishares enhanced international small cap), at a considerable costs. What are the risks? Just ...
by Wade Garrett
Fri Jan 09, 2015 10:59 pm
Forum: Investing - Help with Personal Investments
Topic: Question about wash sale rule
Replies: 1
Views: 379

Question about wash sale rule

If I sold shares of DLS (WisdomTree International SmallCap Dividend Fund) and immediately bought shares of IEIS (iShares Enhanced International SmallCap ETF), would that trigger the wash sale rule? In other words, would I need to wait the 31 days before buying IEIS? Thanks in advance.
by Wade Garrett
Fri Sep 26, 2014 6:09 pm
Forum: Investing - Theory, News & General
Topic: Illmanen and AQR style premium fund +interview I did
Replies: 71
Views: 10585

Re: Illmanen and AQR style premium fund +interview I did

Larry or anyone -

How tax efficient/inefficient is QSPIX compared with SCV, CCF, REIT, etc. funds? Should QSPIX only be held in tax advantaged or would it be ok for taxable? Thanks in advance
by Wade Garrett
Sun Sep 21, 2014 3:51 pm
Forum: Investing - Theory, News & General
Topic: Good article on style premium investing & AQR new fund
Replies: 86
Views: 10949

Re: Good article on style premium investing & AQR new fund

I still don't get it. If QSLIX is the equivalent of 50% QSPIX/50% cash, then what's the point? One can always just invest in half as much QSPIX for the same effect. I don't really get it either. Sounds like maybe AQR knew they had a unique fund in QSPIX that appealed to investors interested in fact...
by Wade Garrett
Sat Aug 23, 2014 9:25 am
Forum: Investing - Theory, News & General
Topic: look at small value etfs
Replies: 34
Views: 4295

Re: look at small value etfs

I'm left wondering how to decide between VBR and RZV. The expense ratios are 0.09% vs 0.35% respectively, but the size and value differences appear significant within the category. As an accumulator VBR is free to trade for me so the trading fee is enough to break the tie for now, but I do like met...
by Wade Garrett
Thu Aug 21, 2014 9:49 pm
Forum: Investing - Theory, News & General
Topic: Bridgeway Omni SCV (BOTSX) vs PXSV
Replies: 33
Views: 3713

Re: Bridgeway Omni SCV (BOTSX) vs PXSV

RZV has similar size and value loads, but also has two problems that make it a no-go, in my opinion. 1) Only 150 holdings. 2) Really bad negative momentum. I mean really bad. Look at how it performed in 2008. It's the last small value fund I would consider owning. Do others agree with this assessme...
by Wade Garrett
Sun Jul 06, 2014 4:23 pm
Forum: Investing - Help with Personal Investments
Topic: Momentum funds
Replies: 11
Views: 1536

Momentum funds

Does anyone own a momentum factor etf? I believe iShares, Schwab, AQR, Guggenheim, and a few others offer momentum etfs. I'm considering adding a small tilt toward momentum. I currently have a medium sized tilt toward small value. The majority of my equity allocation is made up of total market/core ...
by Wade Garrett
Sat Mar 29, 2014 4:17 pm
Forum: Investing - Help with Personal Investments
Topic: Roth IRA question
Replies: 4
Views: 560

Roth IRA question

I'm in the process of working on my taxes and just realized that I was ineligible for a 2013 Roth IRA contribution I made in early 2013. My annual income varies from year to year, and it turns out that my 2013 AGI was slightly above the 2013 contribution limit of $127,000 for single or head of house...
by Wade Garrett
Tue Feb 11, 2014 4:59 pm
Forum: Personal Consumer Issues
Topic: Websites similar to Mint and Personal Capital
Replies: 4
Views: 952

Websites similar to Mint and Personal Capital

Are there any websites out there similar to Mint and Personal Capital that would allow me to track my investments without handing over my account information (passwords and such)? I'm not trying trying to start a debate about whether Mint and Personal Capital are safe and secure to use. I know their...
by Wade Garrett
Fri Sep 06, 2013 8:29 pm
Forum: Investing - Theory, News & General
Topic: can you capture the size and value premiums
Replies: 19
Views: 2211

Re: can you capture the size and value premiums

What about the SCV (RZV) and MCV (RFV) funds from Guggenheim? According to M*, RZV is more of a micro cap value fund and RFV sits somewhere between small and mid value. Both funds look to be extremely valuey, especially RFV if M*'s style box is accurate. I don't own either fund but have always been ...
by Wade Garrett
Thu Aug 01, 2013 9:19 pm
Forum: Personal Consumer Issues
Topic: Green Egg BBQ/Smoker
Replies: 48
Views: 4836

Re: Green Egg BBQ/Smoker

Quality, durability, ease of use and results are all excellent. BGEs aren't cheap, but they'll last for decades if you take care of them. If you cook out fairly often, they're definitely worth the price. The best thing about BGEs IMO are the range of temperatures you can cook at and how quickly you ...
by Wade Garrett
Mon Jul 22, 2013 5:50 pm
Forum: Personal Finance (Not Investing)
Topic: Cost of having an attorney draft a will
Replies: 37
Views: 7021

Cost of having an attorney draft a will

Can some please provide me with a rough estimate of the cost of having an estate lawyer draft a will? I realize this will vary a great deal from lawyer to lawyer depending on several factors. And I know there are services like LegalZoom that are cheaper than using an attorney, and a person can even ...
by Wade Garrett
Fri Jul 12, 2013 12:15 pm
Forum: Personal Consumer Issues
Topic: [Can you recommend]A spectacular movie, and a terrible movie
Replies: 161
Views: 16070

Re: A spectacular movie, and a terrible movie

Agreed.... Crash was terrible. The fact that it won Best Picture says everything about what the Academy Awards have become. I thought Man On Wire was good, but it didn't blow me away. Agree with gerrym51 that Tinker Tailor Soldier Spy is a great flick and agree with Mark13 that The Lives Of Others i...
by Wade Garrett
Wed Jul 10, 2013 6:53 pm
Forum: Investing - Theory, News & General
Topic: International Small Value fund options
Replies: 11
Views: 1828

Re: International Small Value fund options

grap0013 wrote:FWIW, I like SFILX/PDN better than DLS.


Thanks for your response. Why do you like SFILX/PDN better than DLS? I was not familiar with those funds until now.
by Wade Garrett
Wed Jul 10, 2013 2:45 pm
Forum: Investing - Theory, News & General
Topic: International Small Value fund options
Replies: 11
Views: 1828

International Small Value fund options

Can someone more knowledgeable than me explain why there aren’t any (or at least very few) good international small value fund options available to retail investors? I’ve read that DFA has a good ISV fund, but of course it is only available to those investors who use a DFA approved advisor. WisdomTr...

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