Search found 595 matches

by jginseattle
Mon Apr 18, 2016 9:31 pm
Forum: Investing - Theory, News & General
Topic: How strong is your belief in AQR?
Replies: 47
Views: 4976

Re: How strong is your belief in AQR Kool-Aid?

Larry Swedroe, who thinks highly of this fund, I think said that he himself had only put 3% of his portfolio into it. Although he might had said later that he had increased it. With 3% does it even make a difference in the entire portfolio? I was under the impression that you need at least 5-10% in...
by jginseattle
Tue Apr 12, 2016 7:05 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

Everybody Wants Some!! Richard Linklater's latest is one of his very best. A fun time at the movies! http://www.newyorker.com/magazine/2016/04/11/everybody-wants-some-and-miles-ahead-reviews http://www.seattletimes.com/entertainment/movies/everybody-wants-some-latest-from-dazed-and-confused-directo...
by jginseattle
Sun Apr 03, 2016 4:09 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

Midnight Special . A first-rate supernatural thriller. The cast is outstanding. The following reviews contain spoilers. http://www.newyorker.com/magazine/2016/03/28/midnight-special-and-my-golden-days http://www.nytimes.com/2016/03/18/movies/review-in-midnight-special-on-the-run-with-a-highly-unusu...
by jginseattle
Tue Mar 29, 2016 6:06 pm
Forum: Investing - Theory, News & General
Topic: Anyone else feeling a correction brewing?
Replies: 60
Views: 5843

Re: Anyone else feeling a correction brewing?

When dealing with financial markets, feelings are the last thing you want to rely on.
by jginseattle
Fri Mar 25, 2016 6:00 pm
Forum: Investing - Help with Personal Investments
Topic: Is now a good time to invest in Treasuries?
Replies: 3
Views: 597

Re: Is now a good time to invest in Treasuries?

It is difficult to say without more information. We're just looking at your fixed income holdings. How much of your portfolio is in stocks? I think: There is considerable risk in the funds you own. Treasuries are presently expensive, but that doesn't mean you should not own some. Treasury notes and ...
by jginseattle
Fri Mar 25, 2016 5:43 pm
Forum: Investing - Help with Personal Investments
Topic: Best & Worst Financial Decisions?
Replies: 92
Views: 7950

Re: Best & Worst Financial Decisions?

Best: Embracing Indexing. Buying a home.

Worst: Overspending in the past.
by jginseattle
Mon Mar 21, 2016 6:15 pm
Forum: Personal Consumer Issues
Topic: The Big Short
Replies: 153
Views: 17000

Re: The Big Short

The Big Short Inside Job Margin Call are 3 excellent movies about the credit crunch (Inside Job is a documentary). There are agendas in the film making, and to my mind Margin Call (the most obviously "fictional") is also the most insightful (re life inside a financial institution). But al...
by jginseattle
Sun Mar 20, 2016 4:43 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

The Confirmation . A very enjoyable new comedy/drama from first-time director Bob Nelson. Mr. Nelson was nominated for an Academy Award for his Nebraska screenplay. http://www.seattletimes.com/entertainment/movies/the-confirmation-father-son-tale-is-a-sweet-intoxicating-mix/ http://www.nytimes.com/...
by jginseattle
Sat Mar 19, 2016 7:22 pm
Forum: Personal Finance (Not Investing)
Topic: Early Retirees - What triggered you to retire?
Replies: 96
Views: 9903

Re: Early Retirees - What triggered you to retire?

My boss wanted me to do a lot of traveling.
by jginseattle
Fri Mar 11, 2016 7:43 pm
Forum: Investing - Help with Personal Investments
Topic: Asset allocation - latest from Rick Ferri
Replies: 38
Views: 5935

Re: Asset allocation - latest from Rick Ferri

I would also look into a portfolio of 80% equities and 20% long-term Treasury bonds.
by jginseattle
Wed Mar 09, 2016 8:27 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

The Witch is a superlative horror movie.

Here's a link to a review...

http://www.newyorker.com/magazine/2016/ ... tch-review
by jginseattle
Sun Feb 21, 2016 5:17 pm
Forum: Investing - Theory, News & General
Topic: Book Recommendation for New Investor
Replies: 24
Views: 2538

Re: Book Recommendation for New Investor

The Economist Guide to Investment Strategy, by Peter Stanyer.
by jginseattle
Sun Feb 21, 2016 5:12 pm
Forum: Investing - Help with Personal Investments
Topic: Keep emergency cash in Vanguard's Short Term Investment Grade fund?
Replies: 31
Views: 3530

Re: Keep emergency cash in Vanguard's Short Term Investment Grade fund?

It's a perfectly reasonable risk to take if you're not too worried about needing money here (blue line). And since that's about a 6% drop, a sane person could say "I'm not too worried about it." One could simply increase their emergency fund by 6% or even 10% to take into account a potent...
by jginseattle
Mon Feb 08, 2016 8:50 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

Hail, Caesar! There are some funny moments in this silly Coen brothers comedy.
by jginseattle
Fri Jan 29, 2016 7:59 pm
Forum: Investing - Theory, News & General
Topic: What is your favorite Financial Quote or Metaphor??
Replies: 179
Views: 10367

Re: What is your favorite Financial Quote or Metaphor??

ZumZabo wrote:“You are not truly diversified until you own something you are really uncomfortable with”
– Peter Bernstein


Here is another version...


In investing, what is comfortable is rarely profitable.

- Robert Arnott
by jginseattle
Fri Jan 29, 2016 7:50 pm
Forum: Personal Finance (Not Investing)
Topic: Just not interested any more [in investing]
Replies: 42
Views: 7480

Re: Just not interested any more [in investing]

Super relaxed is good. Just don't get complacent. :happy
by jginseattle
Tue Jan 26, 2016 8:17 pm
Forum: Investing - Theory, News & General
Topic: What is your favorite Financial Quote or Metaphor??
Replies: 179
Views: 10367

Re: What is your favorite Financial Quote or Metaphor??

The bottom line is that, looked at prospectively, much of risk is subjective, hidden and unquantifiable.

- Howard Marks
by jginseattle
Mon Jan 25, 2016 8:40 pm
Forum: Investing - Theory, News & General
Topic: What is your favorite Financial Quote or Metaphor??
Replies: 179
Views: 10367

Re: What is your favorite Financial Quote or Metaphor??

I recently came across this one. It's so grim that it's funny.

For all financial market participants, survival is the only objective that matters.

-Andrew Lo
by jginseattle
Sun Jan 17, 2016 7:52 pm
Forum: Investing - Theory, News & General
Topic: Mount Rushmore of Investing
Replies: 31
Views: 3795

Re: Mount Rushmore of Investing

In addition to Graham and Keynes, etc., I would add Irving Fisher.
by jginseattle
Fri Jan 15, 2016 8:42 pm
Forum: Investing - Theory, News & General
Topic: I'm Calling an Emerging Markets Bottom
Replies: 176
Views: 21414

Re: I'm Calling an Emerging Markets Bottom

I use large rebalancing bands when it comes to Emerging Markets.
by jginseattle
Wed Jan 13, 2016 7:12 pm
Forum: Investing - Theory, News & General
Topic: worst first four opening days in HISTORY for S&P 500
Replies: 125
Views: 13499

Re: worst first four opening days in HISTORY for S&P 500

letsgobobby wrote:what are GMO points?


Get Me Out!
by jginseattle
Wed Jan 13, 2016 7:08 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

The Revenant. It's striking. But it's not particularly good.

http://www.newyorker.com/magazine/2016/ ... ilder-west
by jginseattle
Tue Jan 05, 2016 7:41 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

Here are my 2015 movie recommendations. (And I certainly haven't seen everything).

Amy.
What We Do In The Shadows.
Ex Machina.
Mad Max: Fury Road.
Inside Out.
Sicario.
The Big Short.
Bridge of Spies.
Spotlight.

I also liked...

Star Wars.
Mission Impossible: Rogue Nation.
Spectre.
It Follows.

by jginseattle
Mon Dec 28, 2015 8:07 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

The Hateful Eight. Underwhelming. There are a few good bits, but it's definitely sub par Tarantino.
by jginseattle
Wed Dec 23, 2015 9:06 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

The Big Short . Highly entertaining. I haven't read the book, but I would be surprised if it has the comic tone of the movie. Two good reviews... http://www.newyorker.com/magazine/2015/12/14/hard-bargains http://www.nytimes.com/2015/12/11/movies/review-in-the-big-short-economic-collapse-for-fun-and...
by jginseattle
Sat Dec 12, 2015 5:43 pm
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part VI
Replies: 1531
Views: 336805

Re: What Book Are You Currently Reading? Part VI

I just finished The Crossing by Michael Connelly. Detective Harry Bosch has retired from the LAPD, but his half-brother, defense attorney Mickey Haller, needs his help. The murder rap against his client seems ironclad, but Mickey is sure it's a setup. Though it goes against all his instincts, Bosch...
by jginseattle
Sat Dec 12, 2015 5:38 pm
Forum: Investing - Theory, News & General
Topic: Check-In on Emerging Market Sentiment
Replies: 57
Views: 5289

Re: Check-In on Emerging Market Sentiment

Fairly priced. The market perceives EM to be risky at this time.

I own an EM fund.
by jginseattle
Fri Dec 11, 2015 9:19 pm
Forum: Investing - Help with Personal Investments
Topic: Total Markets, Coffeehouse or Values and Treasuries?
Replies: 20
Views: 1801

Re: Total Markets, Coffeehouse or Values and Treasuries?

Sharpe and Sortino ratios are not going to help you out here. :) Why not both portfolios simultaneously? Or a legit mix: Total US Stock Market Index Small-cap Value Index Total International Stock Market Index FTSE all-world ex-US small cap index some bond funds Lots of posters use a portfolio like...
by jginseattle
Fri Dec 04, 2015 8:08 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

Legend. Tom Hardy gives a brilliant dual performance as the Kray brothers in this violent gangster film. Good period detail.

Creed. Familiar and satisfying. Directed by Ryan Coogler who made the excellent Fruitvale Station. Very well done.
by jginseattle
Tue Dec 01, 2015 9:06 pm
Forum: Personal Consumer Issues
Topic: TV show recommendations?
Replies: 429
Views: 172899

Re: TV show recommendations?

Bustoff wrote:We think Homeland gets better every season.

Would like to start watching Fargo but "On Demand" doesn't have the first few episodes.


Check On Demand again about the availability of Fargo. I believe that just last night I saw that Episode one of the new season is now available.
by jginseattle
Mon Nov 30, 2015 5:23 pm
Forum: Personal Consumer Issues
Topic: TV show recommendations?
Replies: 429
Views: 172899

Re: TV show recommendations?

Documentary Now! A very funny show that parodies well known documentaries. Starring Bill Hader and Fred Armisen.
by jginseattle
Fri Nov 20, 2015 6:55 pm
Forum: Investing - Theory, News & General
Topic: How Do You Ignore the Noise?
Replies: 51
Views: 4487

Re: How Do You Ignore the Noise?

I embrace "the noise," because I seem to need a lot of stimulation.

I don't act on noise, though.
by jginseattle
Mon Nov 16, 2015 10:35 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

Spotligh t. A group of investigative reporters for the Boston Globe look into the Catholic Church's systematic cover-up of the crimes of pedophile priests. One of the best movies of the year. Engrossing and suspenseful. Liev Schreiber and Stanley Tucci stand out among the excellent cast. http://www...
by jginseattle
Mon Nov 02, 2015 7:42 pm
Forum: Personal Consumer Issues
Topic: TV show recommendations?
Replies: 429
Views: 172899

Re: TV show recommendations?

Fargo. Season 2. Episode 4 airs tonight.

http://www.nytimes.com/2015/10/12/arts/ ... television
by jginseattle
Thu Oct 29, 2015 9:35 pm
Forum: Investing - Help with Personal Investments
Topic: Concerned about European stocks
Replies: 14
Views: 2493

Re: Concerned about European stocks

"In investing, what is comfortable is rarely profitable." - Robert Arnott.
by jginseattle
Thu Oct 29, 2015 8:44 pm
Forum: Investing - Help with Personal Investments
Topic: Why Swensen's lazy portfolio over others?
Replies: 25
Views: 2965

Re: Why Swensen's lazy portfolio over others?

The Unconventional Success Portfolio 30% Vanguard Total Stock Market Index Fund 20% Vanguard REIT Index Fund 15% Vanguard Developed Markets Index Fund 5% Vanguard Emerging Markets Index Fund 15% Vanguard Intermediate Treasury Bond Fund 15% Vanguard Inflation-Protected Securities Fund (TIPS) What dif...
by jginseattle
Fri Oct 23, 2015 8:43 pm
Forum: Personal Consumer Issues
Topic: Guilty pleasures?
Replies: 123
Views: 12656

Re: Guilty pleasures?

Dining out. Movies. Good beer.
by jginseattle
Tue Oct 20, 2015 6:30 pm
Forum: Personal Consumer Issues
Topic: Why do people drink light beer ?
Replies: 84
Views: 5914

Re: Why do people drink light beer ?

Good question. It's rather wet and pointless.
by jginseattle
Mon Oct 19, 2015 7:57 pm
Forum: Investing - Theory, News & General
Topic: Vanguard REIT index fund?
Replies: 33
Views: 6417

Re: Vanguard REIT index fund?

I've never owned a REIT fund. My REIT holdings are limited to exposure through the Total Stock and Small Value Index funds. REITs don't look very appealing to me at this time.
by jginseattle
Mon Oct 19, 2015 7:28 pm
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part VI
Replies: 1531
Views: 336805

Re: What Book Are You Currently Reading? Part VI

Personal. A Jack Reacher novel by Lee Child. Very entertaining.
by jginseattle
Mon Oct 19, 2015 7:02 pm
Forum: Investing - Theory, News & General
Topic: William Bernstein: Minimize Your Risk in Bonds
Replies: 16
Views: 3742

William Bernstein: Minimize Your Risk in Bonds

Here's the link to his recent WSJ article. To summarize: Take your risk in stocks.

http://www.wsj.com/articles/the-case-fo ... 1445220146
by jginseattle
Fri Oct 16, 2015 8:22 pm
Forum: Personal Consumer Issues
Topic: Good source for frozen lobster tails in Seattle?
Replies: 6
Views: 732

Re: Good source for frozen lobster tails in Seattle?

I recommend Wild Salmon Seafood Market at Fisherman's Terminal in Seattle. But I've never bought any lobster from them.

http://wildsalmonseafood.com/
by jginseattle
Sun Oct 04, 2015 9:13 pm
Forum: Investing - Theory, News & General
Topic: The Investors Manifesto
Replies: 46
Views: 7064

Re: The Investors Manifesto

You may want to check out Bill's Rational Expectations: Asset Allocation for Investing Adults. It's up-to-date and among his best.
by jginseattle
Mon Sep 28, 2015 7:09 pm
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part VI
Replies: 1531
Views: 336805

Re: What Book Are You Currently Reading? Part VI

The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron, by Bethany McLean and Peter Elkind. I was just fascinated by this story of corporate greed told with great clarity and driving momentum.
by jginseattle
Mon Sep 28, 2015 6:30 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

Sicario is a brilliant, brutal drug-war thriller from director Denis Villeneuve (Prisoners, Enemy). Excellent cinematography by Roger Deakins.
by jginseattle
Sat Sep 19, 2015 5:02 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1559
Views: 318258

Re: What Movie Have You Recently Watched?

Black Mass. The portrait of a monster. The entire cast is excellent, but this is a very grim true crime story.

Everest. Great climbing scenes highlight this true adventure story.
by jginseattle
Thu Sep 17, 2015 9:56 pm
Forum: Personal Finance (Not Investing)
Topic: If You Have Savings In Your 20s, You’re Doing Something Wrong [article]
Replies: 148
Views: 13250

Re: If You Have Savings In Your 20s, You’re Doing Something Wrong [article]

I had zero savings when I was in my twenties. I was playing in a rock band.

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