Search found 9 matches
- Tue Jun 20, 2017 9:10 am
- Forum: Investing - Help with Personal Investments
- Topic: Allocation of bond funds in taxable account
- Replies: 7
- Views: 1004
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...
- Mon Jun 19, 2017 2:48 pm
- Forum: Investing - Help with Personal Investments
- Topic: Allocation of bond funds in taxable account
- Replies: 7
- Views: 1004
Re: Allocation of bond funds in taxable account
No treasuries or total bond market elsewhere. VCSH and BSV are the only tow options.aristotelian wrote:100% VCSH, assuming Treasuries or total bond market are held elsewhere in the portfolio.
- Mon Jun 19, 2017 9:29 am
- Forum: Personal Finance (Not Investing)
- Topic: Taxes on dividends for foreign investors
- Replies: 1
- Views: 293
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?
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?
- Sun Jun 18, 2017 11:44 pm
- Forum: Investing - Help with Personal Investments
- Topic: Allocation of bond funds in taxable account
- Replies: 7
- Views: 1004
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.
- Sun Jun 18, 2017 10:59 pm
- Forum: Investing - Help with Personal Investments
- Topic: Allocation of bond funds in taxable account
- Replies: 7
- Views: 1004
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?
- 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: 1158
Re: How to invest a windfall for the short term
I was thinking investing it in a 20/80 (stock/bond) allocation.
- Sat Jun 17, 2017 6:05 pm
- Forum: Investing - Help with Personal Investments
- Topic: Questions regarding TIPS funds
- Replies: 5
- Views: 934
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 ...
- Sat Jun 17, 2017 12:52 pm
- Forum: Investing - Help with Personal Investments
- Topic: Questions regarding TIPS funds
- Replies: 5
- Views: 934
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?
If building a bond portfolio only using BSV and VTIP (Short-Term TIPS ETF), how much would you allocate to TIPS, if at all?
- 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: 1158
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...