Search found 6 matches

by alohamike
Tue Jan 28, 2020 8:54 am
Forum: Personal Investments
Topic: TEY calculation check
Replies: 8
Views: 471

Re: TEY calculation check

Thank you all for your responses and your feedback about TEY vs after tax yield. Clearly as you can tell I am a newbie at this and I’m trying to learn. Thanks to you all, I am learning! livesoft, my intent is that I do not plan to renew my CD (which is set to mature in a few weeks) and wanted some s...
by alohamike
Tue Jan 28, 2020 6:22 am
Forum: Personal Investments
Topic: TEY calculation check
Replies: 8
Views: 471

TEY calculation check

Aloha all! I am deciding between the following two funds and wanted to check to see if my calculations were correct. Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) - 30 day SEC yield of 2.10% Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) - 30 day SEC yield of 1...
by alohamike
Fri Mar 15, 2019 6:47 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Municipal Money Market VMSXX 1.39%
Replies: 361
Views: 66937

Re: Vanguard Municipal Money Market VMSXX 1.39%

https://drive.google.com/uc?export=download&id=1TrkZcpdM-ZNUBb6uG45Kn7d0K1WLgE_K Kevin, I updated the copy I made of your spreadsheet to include Vanguard Federal Money Market Fund. If you want to include the update, I can share out mine and you can copy/paste into yours or would it be easier to req...
by alohamike
Thu Mar 14, 2019 6:04 am
Forum: Investing - Theory, News & General
Topic: Vanguard Municipal Money Market VMSXX 1.39%
Replies: 361
Views: 66937

Re: Vanguard Municipal Money Market VMSXX 1.39%

Kevin,

Thanks for sharing your spreadsheet. I wanted to update it with the current data as of today. Where did you get the data from? I'd be more than happy do to the update and share it back (or update the main one) as you already did all the hard work.

Mike
by alohamike
Fri Aug 05, 2016 8:44 pm
Forum: Personal Finance (Not Investing)
Topic: Up to a year of travel [Pay with savings or mutual funds?]
Replies: 3
Views: 567

Re: Up to a year of travel [Pay with savings or mutual funds?]

thanks halfnine and jane1 for the replies. here is a bit more information. i'm 39, have 300K in 401K, 200k in brokerage, 80k in roth ira, and 100k in the bank. i've tried to model david swenson with my allocations. been saving a lot so kinda wanted to let loose for a bit ;) accounting/finance haven'...
by alohamike
Fri Aug 05, 2016 3:45 pm
Forum: Personal Finance (Not Investing)
Topic: Up to a year of travel [Pay with savings or mutual funds?]
Replies: 3
Views: 567

Up to a year of travel [Pay with savings or mutual funds?]

Hi, I wanted to know that would be the best way (and why) I should go about up to one year of travel. 1. Use the savings I have on hand 2. Sell mutual funds from my vanguard brokerage account as needed to pay for things I'm not sure of all the tax implications, but I do know that long term capital g...