Search found 5 matches

by laotzu
Sat Apr 22, 2017 5:37 am
Forum: Investing - Help with Personal Investments
Topic: US Citizen living in Europe - mid-life transition and plan
Replies: 2
Views: 668

Re: US Citizen living in Europe - mid-life transition and plan

Your questions appear to be independent of where you happen to live. That said, how long have you been in the CR? Do you have residency, employee card, or a long-stay Schengen visa? Do you have dual EU citizenship? I have LT Residency in the CR. Dual Citizenship or PR status may happen. I have been...
by laotzu
Fri Apr 21, 2017 7:08 am
Forum: Investing - Help with Personal Investments
Topic: How to Track Previous Portfolio Performance in Keeping Pace with the Market
Replies: 6
Views: 663

Re: How to Track Previous Portfolio Performance in Keeping Pace with the Market

In my slow transition from fully managed to self managed investing, I used to track a monthly spreadsheet comparing my current plan with the theoretical value of my old portfolio. I literally just grabbed the last positions in my fully managed account and assumed no changes, the same rebalancing sch...
by laotzu
Fri Apr 21, 2017 7:03 am
Forum: Investing - Help with Personal Investments
Topic: US Citizen living in Europe - mid-life transition and plan
Replies: 2
Views: 668

US Citizen living in Europe - mid-life transition and plan

I am a US Citizen living in Czech Republic Emergency funds: 3 months of expenses in CZK and USD - total of 6 months across the two currencies Debt: No debt other than legal liability for a house in US. Home is occupied by soon-to-be ex-wife, she is paying mortgage Tax Filing Status: Married Filing S...
by laotzu
Fri Apr 08, 2016 9:18 am
Forum: Investing - Help with Personal Investments
Topic: New 4 Fund Investor Allocation and other Q's - $325,000
Replies: 2
Views: 403

Re: New 4 Fund Investor Allocation and other Q's - $325,000

Do you have a decent bond fund in the 403(b)? I don't feel like I do. The only option I see is CREF Bond Market Account (R3) QCBMIX which has an ER of .37% and is partially actively managed. It has mostly trailed the Barclays U.S. Aggregate Bond Index but according to their prospectus they will dev...
by laotzu
Fri Apr 08, 2016 3:34 am
Forum: Investing - Help with Personal Investments
Topic: New 4 Fund Investor Allocation and other Q's - $325,000
Replies: 2
Views: 403

New 4 Fund Investor Allocation and other Q's - $325,000

Do you have any advice for the following scenario. Considering using the following portfolio classic 4 fund investment plan: $325,000 total investable funds 80% Stocks (70% US/30% International) - $260,000 ($182,000/$78,000) 20% Bonds (70% US/30% International) - $65,000 ($45,500/$19,500) Overall: 5...