Search found 9 matches

by theM6
Tue Jun 20, 2017 9:10 am
Forum: Investing - Help with Personal Investments
Topic: Allocation of bond funds in taxable account
Replies: 7
Views: 690

Re: Allocation of bond funds in taxable account

100% VCSH, assuming Treasuries or total bond market are held elsewhere in the portfolio. No treasuries or total bond market elsewhere. VCSH and BSV are the only tow options. In that case, I would want more details as to the rest of your portfolio and your goals in choosing between these two. Exclus...
by theM6
Mon Jun 19, 2017 2:48 pm
Forum: Investing - Help with Personal Investments
Topic: Allocation of bond funds in taxable account
Replies: 7
Views: 690

Re: Allocation of bond funds in taxable account

aristotelian wrote:100% VCSH, assuming Treasuries or total bond market are held elsewhere in the portfolio.


No treasuries or total bond market elsewhere. VCSH and BSV are the only tow options.
by theM6
Mon Jun 19, 2017 9:29 am
Forum: Personal Finance (Not Investing)
Topic: Taxes on dividends for foreign investors
Replies: 1
Views: 142

Taxes on dividends for foreign investors

Currently I know that foreign investors (non-resident aliens) pay 30% in taxes from dividends.

Does anyone know if foreign investors are still subject to the the 30% tax if dividends come from tax-excempt municipal bond or bond funds?
by theM6
Sun Jun 18, 2017 11:44 pm
Forum: Investing - Help with Personal Investments
Topic: Allocation of bond funds in taxable account
Replies: 7
Views: 690

Re: Allocation of bond funds in taxable account

I meant, how would you allocate these too funds/ETF's in the bond portion of your portfolio if these were the only bond options you had.
by theM6
Sun Jun 18, 2017 10:59 pm
Forum: Investing - Help with Personal Investments
Topic: Allocation of bond funds in taxable account
Replies: 7
Views: 690

Allocation of bond funds in taxable account

If given only BSV (Vanguard Short Term Bond ETF) and BCSH (Vanguard Short-Term Corporate Bond ETF) as options for bonds, what percentage would you allocate of each?
by theM6
Sun Jun 18, 2017 12:42 am
Forum: Investing - Help with Personal Investments
Topic: How to invest a windfall for the short term
Replies: 8
Views: 712

Re: How to invest a windfall for the short term

I was thinking investing it in a 20/80 (stock/bond) allocation.
by theM6
Sat Jun 17, 2017 6:05 pm
Forum: Investing - Help with Personal Investments
Topic: Questions regarding TIPS funds
Replies: 5
Views: 582

Re: Questions regarding TIPS funds

Thanks for the reply. Here is more information. -Retired -Relatively healthy -60/40 stock/bond allocation -About $210,000 in account -Currently has BSV, BCSH and VTIP in bond portion of account -Still receiving monthly income from rental property around ~$8,000/month Given this, how what percentage ...
by theM6
Sat Jun 17, 2017 12:52 pm
Forum: Investing - Help with Personal Investments
Topic: Questions regarding TIPS funds
Replies: 5
Views: 582

Questions regarding TIPS funds

Regarding Vanguard bond ETF's, does BSV (Short-Term Bond ETF) contain any TIPS?

If building a bond portfolio only using BSV and VTIP (Short-Term TIPS ETF), how much would you allocate to TIPS, if at all?
by theM6
Sat Jun 17, 2017 6:31 am
Forum: Investing - Help with Personal Investments
Topic: How to invest a windfall for the short term
Replies: 8
Views: 712

How to invest a windfall for the short term

I recently received a windfall which I plan on using in about 3 years; however in the meantime I would like to put it to work somewhat in a taxable account without contributing any new money in the future. In this instance, being in a taxable account and not planning on adding new money to the accou...

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