Search found 11047 matches

by abuss368
Fri Feb 17, 2017 3:28 pm
Forum: Investing - Theory, News & General
Topic: How to find the share price history of a fund?
Replies: 11
Views: 557

Re: How to find the share price history of a fund?

Sandtrap wrote:
abuss368 wrote:If I had a need to look up share price history, I always used Yahoo Finance. This has worked well.

Thanks "abuss368".
I looked at "Yahoo Finance" as you suggest and the print and interface is much much better on my bad eyes and slow brain.
Appreciate the help.
j


Thank you.
by abuss368
Fri Feb 17, 2017 3:27 pm
Forum: Investing - Theory, News & General
Topic: How to find the share price history of a fund?
Replies: 11
Views: 557

Re: How to find the share price history of a fund?

If I had a need to look up share price history, I always used Yahoo Finance. This has worked well. Careful: *Close price adjusted for dividends and splits. I use Morningstar charts in "price" mode if you only need a few dates. For stuff I already own I download prices to Quicken. (I could...
by abuss368
Thu Feb 16, 2017 8:28 am
Forum: Investing - Help with Personal Investments
Topic: Is VTIVX safe?
Replies: 21
Views: 10531

Re: Is VTIVX safe?

All investments have risk. There is no escaping risk. Cash has risk.

The Vanguard Target and LifeStrategy funds include thousands of U.S. and International stocks and bonds at very low costs. These are excellent fund for the long term.
by abuss368
Thu Feb 16, 2017 8:26 am
Forum: Investing - Theory, News & General
Topic: How to find the share price history of a fund?
Replies: 11
Views: 557

Re: How to find the share price history of a fund?

If I had a need to look up share price history, I always used Yahoo Finance. This has worked well.
by abuss368
Thu Feb 16, 2017 8:25 am
Forum: Investing - Theory, News & General
Topic: What happens to European bonds if the euro starts to fail?
Replies: 51
Views: 3414

Re: What happens to European bonds if the euro starts to fail?

Does anyone know if Vanguard has discussed this issue and specifically the impact to Total International Bond Index?
by abuss368
Thu Feb 16, 2017 8:23 am
Forum: Personal Consumer Issues
Topic: I may be a workaholic?
Replies: 24
Views: 2060

Re: I may be a workaholic?

As long as one has peace and harmony with low/manageable stress you are fine.
by abuss368
Thu Feb 16, 2017 8:21 am
Forum: Investing - Help with Personal Investments
Topic: Foreign REIT vs. USA REIT?
Replies: 20
Views: 1284

Re: Foreign REIT vs. USA REIT?

I would consider consolidating some of your funds and specifically the bond funds. Having four bond funds in an investment portfolio introduces additional expense and complexity. Vanguard is recommending a two bond fund strategy: Total Bond Index and Total International Bond Index. Keep investing si...
by abuss368
Tue Feb 14, 2017 10:38 pm
Forum: Personal Consumer Issues
Topic: BRK Annual Shareholder Meeting- is it worth going?
Replies: 20
Views: 1762

Re: BRK Annual Shareholder Meeting- is it worth going?

Interesting. I have often thought about this too. I also sometimes wonder if Vanguard sponsored an annual meeting.
by abuss368
Tue Feb 14, 2017 12:46 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Reaches $4 Trillion for First Time
Replies: 25
Views: 3545

Re: Vanguard Reaches $4 Trillion for First Time

nedsaid wrote:Wow. 4 Trillion. Vanguard could almost be its own country.


Indeed.
by abuss368
Tue Feb 14, 2017 12:46 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Reaches $4 Trillion for First Time
Replies: 25
Views: 3545

Re: "Vanguard Hits $4 Trillion Milestone" Not a word about Bogle.

[Thread merged into here, see below. --admin LadyGeek] Bogleheads: This morning, before going sailing, I opened the door and picked-up our Wall Street Journal. On the front page was a large green graph showing the amazing growth of "Vanguard Group's assets under management, in trillions of dol...
by abuss368
Tue Feb 14, 2017 12:43 pm
Forum: Personal Finance (Not Investing)
Topic: CPA rate $175 / hour seem reasonable?
Replies: 24
Views: 1703

Re: CPA rate $175 / hour seem reasonable?

I am $175 an hour and I have about 7 years experience. Partners here who have over 30 years experience are $250/hour. We are a smaller family style firm just outside of Los Angeles and I feel our rates are pretty reasonable. Some firms in the higher end areas of LA are more in the $200-$450 range. ...
by abuss368
Tue Feb 14, 2017 12:43 pm
Forum: Investing - Help with Personal Investments
Topic: Foreign REIT vs. USA REIT?
Replies: 20
Views: 1284

Re: Foreign REIT vs. USA REIT?

Using these two funds will help fund retirement one day by providing cash flows from dividends.
by abuss368
Tue Feb 14, 2017 12:43 pm
Forum: Investing - Help with Personal Investments
Topic: Foreign REIT vs. USA REIT?
Replies: 20
Views: 1284

Re: Foreign REIT vs. USA REIT?

We invest in both Vanguard REIT Index funds: The U.S. and International funds. The U.S. fund has 150 +- companies and the International has hundreds providing a lot of diversification. International provides higher cash flows from dividends. REITs (both U.S. and International) are increasingly becom...
by abuss368
Tue Feb 14, 2017 12:37 pm
Forum: Personal Consumer Issues
Topic: The Wall Street Journal to close Google loophole entirely
Replies: 86
Views: 8949

Re: The Wall Street Journal to close Google loophole entirely

Thanks. I still enjoy our paper version of The Wall Street Journal.
by abuss368
Tue Feb 14, 2017 12:36 pm
Forum: Personal Finance (Not Investing)
Topic: CPA rate $175 / hour seem reasonable?
Replies: 24
Views: 1703

Re: CPA rate $175 / hour seem reasonable?

Yes. Very. I have seen more than double that.
by abuss368
Tue Feb 14, 2017 12:35 pm
Forum: Investing - Theory, News & General
Topic: What are the best Vanguard ETF's for an aggressive Roth IRA?
Replies: 9
Views: 971

Re: What are the best Vanguard ETF's for an aggressive Roth IRA?

For those who are young and comfortable with the big swings that will transpire. Hi NateTrib, Welcome to the Bogleheads. Your most important decision is the allocation between stocks and bonds. As such, I would consider an all in one Vanguard Fund sucha s a LifeStrategy or Target offering. These fu...
by abuss368
Tue Feb 14, 2017 12:33 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 2417
Views: 609603

Re: What Movie Have You Recently Watched?

We are also watching "Six" on the History Channel app on Apple TV.
by abuss368
Tue Feb 14, 2017 12:33 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 2417
Views: 609603

Re: What Movie Have You Recently Watched?

We are watching "Bloodline" on Netflix.
by abuss368
Wed Feb 08, 2017 1:59 pm
Forum: Personal Finance (Not Investing)
Topic: Quicken's future direction - a cause for concern
Replies: 131
Views: 10097

Re: Quicken's future direction - a cause for concern

We used Quicken over over a decade. We stopped using the software in 2008.
by abuss368
Wed Feb 08, 2017 1:49 pm
Forum: Local Chapters and Bogleheads Community
Topic: Amazon Smile: John C Bogle Center
Replies: 17
Views: 1998

Re: Amazon Smile: John C Bogle Center

The center has a great purpose: investing advice inspired by Jack Bogle!
by abuss368
Wed Feb 08, 2017 1:46 pm
Forum: Investing - Help with Personal Investments
Topic: Wow, Vanguard Flagship service is bad. Really bad.
Replies: 137
Views: 18098

Re: Wow, Vanguard Flagship service is bad. Really bad.

That is unfortunate and I am sad to hear. Our experience with Vanguard has been very good. Honestly, we do not contact Vanguard directly to much.
by abuss368
Fri Jan 27, 2017 10:02 pm
Forum: Personal Consumer Issues
Topic: What is a good laptop to buy?
Replies: 90
Views: 6752

Re: What is a good laptop to buy?

The best laptop I have ever used or owned in our MacBook Pro from Apple. We purchased a 15" display. While pricy, the experience is so much more rewarding than our prior exposure to HP with Microsoft Windows.
by abuss368
Fri Jan 27, 2017 9:28 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard High-Yield Corp. Adm. VWEAX
Replies: 16
Views: 1391

Re: Vanguard High-Yield Corp. Adm. VWEAX

David Swenson, Yale University Chief Investment Officer, specifically recommends avoiding this asset class, as noted in his investment classic "Unconventional Success".
by abuss368
Fri Jan 27, 2017 3:36 pm
Forum: Investing - Theory, News & General
Topic: "Don't Overcomplicate Your Portfolio"
Replies: 27
Views: 4646

Re: "Don't Overcomplicate Your Portfolio"

Keep investing simple! Jack Bogle has often noted that "simplicity is the master key to financial success"! Actually I think the key is how much you can save. People I know have done fine with complicated portfolios, high ERs and 1%+ AUM fees. Of course it's easier without the fee drag bu...
by abuss368
Thu Jan 26, 2017 10:54 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard High-Yield Corp. Adm. VWEAX
Replies: 16
Views: 1391

Re: Vanguard High-Yield Corp. Adm. VWEAX

Here is an interesting market timing and security selection story: During the financial crisis, I had a family member that took a huge position in High Yield Bonds when they hit roughly $3.50 a share. Road the position back up and collected a very high (and Nice) yield. Eventually the fund was sold ...
by abuss368
Thu Jan 26, 2017 10:51 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard High-Yield Corp. Adm. VWEAX
Replies: 16
Views: 1391

Re: Vanguard High-Yield Corp. Adm. VWEAX

In terms of financial advisors and investment managers, Rick Ferri is the only advisor who I can recall that has recommended an allocation to High Yield Bonds. Rick's recommended bond allocation is:

* Total Bond Index - 60%
* Intermediate TIPS - 20%
* High Yield Bonds - 20%
by abuss368
Thu Jan 26, 2017 8:17 pm
Forum: Investing - Theory, News & General
Topic: Jack Bogle on CNBC & Reforms
Replies: 11
Views: 1591

Re: Jack Bogle on CNBC & Reforms

Thank you.
by abuss368
Thu Jan 26, 2017 8:17 pm
Forum: Investing - Theory, News & General
Topic: "Don't Overcomplicate Your Portfolio"
Replies: 27
Views: 4646

Re: "Don't Overcomplicate Your Portfolio"

Keep investing simple!

Jack Bogle has often noted that "simplicity is the master key to financial success"!
by abuss368
Tue Jan 24, 2017 10:43 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 2417
Views: 609603

Re: What Movie Have You Recently Watched?

RoadHouseFan wrote:Cobra (1986). Great movie! Sylvester Stallone really displays his acting range as Marion Cobretti (aka Cobra), a police officer who restores law and order to Los Angeles.


Classic!
by abuss368
Mon Jan 23, 2017 10:05 pm
Forum: Investing - Theory, News & General
Topic: Upgrade button on Vanguard IRA
Replies: 72
Views: 6135

Re: Upgrade button on Vanguard IRA

So eventually there will no more mutual fund accounts? Vanguard will be brokerage only? From what I was told today yes. I heard that 2 years ago also and thought it would have been done by now. So that is the direction they are going and like he said to me it may take years but eventually there wil...
by abuss368
Mon Jan 23, 2017 10:01 pm
Forum: Investing - Theory, News & General
Topic: Upgrade button on Vanguard IRA
Replies: 72
Views: 6135

Re: Upgrade button on Vanguard IRA

So eventually there will no more mutual fund accounts? Vanguard will be brokerage only? From what I was told today yes. I heard that 2 years ago also and thought it would have been done by now. So that is the direction they are going and like he said to me it may take years but eventually there wil...
by abuss368
Mon Jan 23, 2017 6:50 pm
Forum: Investing - Theory, News & General
Topic: David Swensen says No to Municipal Bonds
Replies: 21
Views: 3066

Re: David Swensen says No to Municipal Bonds

I like Bill Bernstein's suggestion for a fixed-income taxable portfolio: 1/3 treasuries, 1/3 CD's. and 1/3 municipals. I would also throw-in US Savings bonds. Overall, you are giving up some tax efficiency in favor of safety. I think if you stick to high-quality municipals, you don't need to worry ...
by abuss368
Mon Jan 23, 2017 6:48 pm
Forum: Investing - Theory, News & General
Topic: Upgrade button on Vanguard IRA
Replies: 72
Views: 6135

Re: Upgrade button on Vanguard IRA

So eventually there will no more mutual fund accounts? Vanguard will be brokerage only?
by abuss368
Mon Jan 23, 2017 6:47 pm
Forum: Investing - Theory, News & General
Topic: Upgrade button on Vanguard IRA
Replies: 72
Views: 6135

Re: Upgrade button on Vanguard IRA

DON'T DO IT! I wish I could go back. This should be a warning - Note: Some account options may change. I used to get a nice ytd summary in December of the activity in my roll over IRA and Roth now I can't. I have 12 months of paper work for each account AND a trust account as well. I like paper but...
by abuss368
Mon Jan 23, 2017 7:49 am
Forum: Investing - Theory, News & General
Topic: David Swensen says No to Municipal Bonds
Replies: 21
Views: 3066

Re: David Swensen says No to Municipal Bonds

Theoretical wrote:Unleveraged Treasury futures would be my guess, since they're taxed as 60/40 Long/Short term capital gains. Otherwise, it'd be CDs for the yield or nominal treasuries for the state tax exemption.


TIPS are exempt from state and local taxes as well.
by abuss368
Sun Jan 22, 2017 10:46 pm
Forum: Investing - Theory, News & General
Topic: David Swensen says No to Municipal Bonds
Replies: 21
Views: 3066

Re: David Swensen says No to Municipal Bonds

AlohaJoe wrote:There is a great deal of self-selection bias in surveys & forum posts that almost certainly dramatically skew the perception of the average "Boglehead", is all I really meant.


Indeed. Fair enough!
by abuss368
Sun Jan 22, 2017 10:46 pm
Forum: Investing - Theory, News & General
Topic: David Swensen says No to Municipal Bonds
Replies: 21
Views: 3066

Re: David Swensen says No to Municipal Bonds

ladybug wrote:abuss368, would you mind providing a link to the thread you are referencing? I'm new to the forum and would like to read through it. Thank you.


You would have to search under my posts as it was a while ago.
by abuss368
Sun Jan 22, 2017 10:44 pm
Forum: Investing - Theory, News & General
Topic: Upgrade button on Vanguard IRA
Replies: 72
Views: 6135

Re: Upgrade button on Vanguard IRA

DON'T DO IT! I wish I could go back. This should be a warning - Note: Some account options may change. I used to get a nice ytd summary in December of the activity in my roll over IRA and Roth now I can't. I have 12 months of paper work for each account AND a trust account as well. I like paper but...
by abuss368
Sun Jan 22, 2017 8:22 pm
Forum: Personal Consumer Issues
Topic: Biting the bullet and getting off the roof.
Replies: 41
Views: 5634

Re: Biting the bullet and getting off the roof.

In our prior home, we purchase from a company called Gutter Guard. We were happy. I do not like heights and your right as one gets older it is much to risky.
by abuss368
Sun Jan 22, 2017 8:15 pm
Forum: Investing - Theory, News & General
Topic: Upgrade button on Vanguard IRA
Replies: 72
Views: 6135

Re: Upgrade button on Vanguard IRA

DSInvestor wrote:I really like my mutual fund accounts and will not upgrade unless forced to.


Will Vanguard eventually be forcing all investors to "upgrade" to a brokerage account?
by abuss368
Sun Jan 22, 2017 8:14 pm
Forum: Investing - Theory, News & General
Topic: Upgrade button on Vanguard IRA
Replies: 72
Views: 6135

Re: Upgrade button on Vanguard IRA

It appears that Vanguard has been converting (or "upgrading") standard mutual fund accounts to brokerage accounts.

Is Vanguard provided any critical feedback so they can plan to improve the experience and the account features?
by abuss368
Sun Jan 22, 2017 8:03 pm
Forum: Investing - Theory, News & General
Topic: David Swensen says No to Municipal Bonds
Replies: 21
Views: 3066

Re: David Swensen says No to Municipal Bonds

I have a lot of respect for David Swensen and was very fortunate to be able to attend one of his investment lectures. I would like to see Unconventional Success updated.
by abuss368
Sun Jan 22, 2017 8:02 pm
Forum: Investing - Theory, News & General
Topic: David Swensen says No to Municipal Bonds
Replies: 21
Views: 3066

Re: David Swensen says No to Municipal Bonds

Most Bogleheads don't hold tax-exempt bonds; most Bogleheads don't have any substantial taxable portfolio at all so they can comfortably fit any bonds in tax-deferred space. But, yes, I doubt many (any?) Bogleheads with large taxable portfolios follow Swensen on this one. I have munis as my taxable...
by abuss368
Sun Jan 22, 2017 7:55 pm
Forum: Personal Consumer Issues
Topic: Best watch for around $5,000?
Replies: 996
Views: 231949

Re: Best watch for around $5,000?

Petrocelli wrote:
mojorisin wrote:I just picked up an Omega Speedmaster for $3600 for my 45th birthday present though months of shopping and research from an online retailer. !


That's a great looking watch. My wife was looking at Omegas when she bought me my Rolex.


Love the Omega commercials and song over the years!
by abuss368
Sun Jan 22, 2017 7:53 pm
Forum: Investing - Theory, News & General
Topic: TIPS - Did you give up?
Replies: 476
Views: 61164

Re: TIPS - Did you give up?

Almost 500 posts! Wow! What a great and very informative thread.
by abuss368
Sun Jan 22, 2017 4:34 pm
Forum: Investing - Help with Personal Investments
Topic: VAIPX [Vanguard Inflation-Protected Securities Fund Admiral]
Replies: 11
Views: 1065

Re: VAIPX [Vanguard Inflation-Protected Securities Fund Admiral]

The proposed portfolio is very Bogleheadish in that it has an appropriate stock/bond mix for someone your age and it is very low cost. So, it should work just fine. The biggest problem could be the tax issue as W/W are not particularly tax efficient funds--is most of this money in a taxable or a ta...
by abuss368
Sat Jan 21, 2017 11:13 pm
Forum: Investing - Help with Personal Investments
Topic: VAIPX [Vanguard Inflation-Protected Securities Fund Admiral]
Replies: 11
Views: 1065

Re: VAIPX [Vanguard Inflation-Protected Securities Fund Admiral]

I sold the fund years back because for a bond fund it was too volatile. It also provided no cash flow from dividends. Consider Total Bond Index.
by abuss368
Sat Jan 21, 2017 11:09 pm
Forum: Personal Finance (Not Investing)
Topic: Load up on cash - it might be one of your best investments
Replies: 53
Views: 8988

Re: Load up on cash - it might be one of your best investments

I never view cash as an investment. I am not expecting a return.

There is an old saying and for good measure: "Cash is King"!

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