Search found 17 matches

by alpine_boglehead
Thu Aug 10, 2017 11:42 am
Forum: Investing - Theory, News & General
Topic: World’s Largest Companies - Revenue vs. Market Cap
Replies: 6
Views: 561

Re: World’s Largest Companies - Revenue vs. Market Cap

U.S. companies very highly!
I wouldn't say it's the US - it's more like the (perceived) old economy vs. the new one.

Revenue: energy heavy. Market cap: tech-heavy.

And as JoMoney has pointed out, you can't really compare a publicly traded US company with a Chinese state-owned one.
by alpine_boglehead
Sat Aug 05, 2017 12:34 am
Forum: Investing - Theory, News & General
Topic: Study: Who Sold Stock During the 2008-9 Crash?
Replies: 85
Views: 7110

Re: Study: Who Sold Stock During the 2008-9 Crash?

I like about the study that right in the intro they have this: Market commentary often characterizes these periods as "sell-offs." As always, there is a buyer for every seller, so investors as a group cannot all be sellers. What may be happening instead during these instances is that some investors ...
by alpine_boglehead
Sun May 21, 2017 12:52 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard funds from Europe
Replies: 7
Views: 887

Re: Vanguard funds from Europe

they are still requiring a minimum investment of 100K pounds for each of their funds. It seems to depend on the broker you're using. I've tried to buy shares of Vanguard Global Small Cap Index Fund (m) at two brokers, one rejected the buy due to this limit, but via the other I was able to purchase ...
by alpine_boglehead
Mon May 08, 2017 3:08 pm
Forum: Investing - Theory, News & General
Topic: Buffett/IBM
Replies: 73
Views: 6511

Re: Buffett/IBM

if you believe as I do in the efficient market hypothesis, then IBM is fairly priced for all the knowns and expected future potential. Agreed. OP, you're fearing a further decline because of the bad news regard IBM, but if you had the same amount in Google or Amazon, it would be equally risky. You ...
by alpine_boglehead
Sun May 07, 2017 7:50 am
Forum: Investing - Theory, News & General
Topic: Anyone following the latest in Bitcoin and cryptocurrency news?
Replies: 25
Views: 4614

Re: Anyone following the latest in Bitcoin and cryptocurrency news?

Some years ago I purched 0.1 Bitcoins so that in the case it becomes the only world currency, the increase in value will offset the demise of my old currency . Google search results say there's around 60T$ worth of currency in the world, so Bitcoin were to completely take over, that would be a 2400 ...
by alpine_boglehead
Sat Apr 29, 2017 6:17 am
Forum: Investing - Theory, News & General
Topic: So what's the theory behind this active vs Passive report
Replies: 15
Views: 1479

Re: So what's the theory behind this active vs Passive report

I went looking for the actual report, and found a link to acquire it from Dalbar; but they want $2500 for the report encumbered with a "do-not-disclose", and $5,000 for permission to use it in public discussion. So I don't think I'll be doing that. Also tried to look into it - it's availa...
by alpine_boglehead
Sat Apr 22, 2017 3:45 pm
Forum: Investing - Help with Personal Investments
Topic: Euro government bond ETFs vs cash, accumulating REIT ETFs?
Replies: 14
Views: 1203

Re: Euro government bond ETFs vs cash, accumulating REIT ETFs?

You might consider CDs as part for your fixed income portion ... e.g. in Germany you can get 1.25% for four years at several banks (will still be below the ECB's target inflation rate of 2%), likely even more if you shop around for the best rates in the Eurozone. As Valuethinker already pointed out,...
by alpine_boglehead
Fri Apr 21, 2017 2:07 pm
Forum: Investing - Theory, News & General
Topic: Single most important investing advice?
Replies: 97
Views: 12526

Re: Single most important investing advice?

Educate yourself to the point of financial literacy so you can take your own advice. +1 Any single piece of advice likely can't be seen standalone ... LBYM and save early isn't worth that much if you can't stay the course and/or are in high-fee investments. Thus the single best investing advice wou...
by alpine_boglehead
Fri Apr 21, 2017 7:20 am
Forum: Investing - Help with Personal Investments
Topic: EU Investor - ETF portfolio with tilts
Replies: 13
Views: 1518

Re: EU Investor - ETF portfolio with tilts

If you don't mind using mutual funds, you could take a look at one from Vanguard Ireland - Vanguard Global Small-Cap Index Fund Investor Euro Shares.

http://www.morningstar.co.uk/uk/funds/s ... F00000T1HQ

The 0.4% ER is a bit higher than some of the abovementioned ETFs, though. And with some brokers the minimum investment seems to be 100k€
by alpine_boglehead
Mon Mar 27, 2017 12:51 pm
Forum: Investing - Theory, News & General
Topic: Are passive funds dependent on active funds?
Replies: 24
Views: 1695

Re: Are passive funds dependent on active funds?

This article here should give you some firepower at the next block party discussion m The conclusion sounded pretty convincing when I read it some time ago: market forces will shrink the actively managed portion of stock market ownership until there's enough opportunity again for active managers to ...
by alpine_boglehead
Thu Mar 16, 2017 2:54 pm
Forum: Investing - Help with Personal Investments
Topic: I'm a bit concerned about my investments (dividends) (have i made a mistake?)
Replies: 5
Views: 1429

Re: I'm a bit concerned about my investments (dividends) (have i made a mistake?)

Thanks. I'm aware it's an accumulating fund. But I thought it would buy shares with the dividends and these would show up on statements? At least the taxes you have to pay for the accumulated distributions might show up on your broker's statements (depending on your country of course), e.g. yearly ...
by alpine_boglehead
Tue Mar 07, 2017 12:42 am
Forum: Investing - Help with Personal Investments
Topic: Sell investments for TLH? [Tax Loss Harvesting]
Replies: 3
Views: 540

Re: Sell investments for TLH? [Tax Loss Harvesting]

Why would you not own g&s mining stocks? I had them because they had (international) companies not in the TSM and have dividends unlike gold buillion. Mining stocks are quite risky - as I understand it they are leveraged on the price of the base commodity, e.g. if gold drops 2% - gold mining dr...
by alpine_boglehead
Wed Mar 01, 2017 1:28 pm
Forum: Investing - Help with Personal Investments
Topic: Timing the Market (just once)
Replies: 37
Views: 3177

Re: Timing the Market (just once)

Kaoboj wrote: I appreciate your level headed responses keeping me from harming myself with less-than-rational decision making. I will stay the course with my selected allocations and re-balance quarterly as outlined in my personal investment plan. Likely a good decision, because what you are descri...
by alpine_boglehead
Tue Feb 28, 2017 4:23 pm
Forum: Investing - Theory, News & General
Topic: Buffett Annual Letter 2016 [Jack Bogle is a hero]
Replies: 69
Views: 6510

Re: "Warren Buffett just said this man has done the 'most for American investors'

And thank you, Taylor, for so often sharing great articles and insights.

Hard to imagine where investors (not to mention the bogleheads) would be without John Bogle. Probably index funds would have become widely available only much later if at all.
by alpine_boglehead
Sun Feb 19, 2017 2:19 am
Forum: Investing - Help with Personal Investments
Topic: High valuations - still worth buying?
Replies: 9
Views: 1113

Re: High valuations - still worth buying?

Thanks, these are all good points. Speery8, you're dead right, the distinction between "new high" with "peak" is very important. This "bubble" could last for two years. Are you going to debate this daily for years? No, not after your valued feedback But I fully apprecia...
by alpine_boglehead
Sat Feb 18, 2017 2:08 am
Forum: Personal Consumer Issues
Topic: Spora Ransomware (back up your files)
Replies: 5
Views: 1182

Re: Spora Ransomware (back up your files)

Thanks for the reminder. I can only second that you should back up your files There's many more reasons to do regular backups including potential hardware failures (your harddrive will eventually fail, the question is only when), software glitches, you yourself inadvertently overwriting/deleting fil...
by alpine_boglehead
Sat Feb 18, 2017 2:01 am
Forum: Investing - Help with Personal Investments
Topic: High valuations - still worth buying?
Replies: 9
Views: 1113

High valuations - still worth buying?

In line with some of the threads these days that wonder about high valuations, I've always had the impression that after a run-up, you get a much worse deal when buying stocks than after a drawdown. For example if someone bought at the top in 2007, in my view they took on a much higher risk than whe...