Search found 19 matches

by Banjoman
Tue Jan 12, 2021 9:00 pm
Forum: Personal Investments
Topic: Two Fund Portfolio - VTSAX and VTIAX
Replies: 1
Views: 492

Re: Two Fund Portfolio - VTSAX and VTIAX

You may find your answer in this thread.

viewtopic.php?t=188176
by Banjoman
Fri Jan 01, 2021 2:25 pm
Forum: Investing - Theory, News & General
Topic: Official Registration For The 2021 Boglehead Contest
Replies: 638
Views: 14983

Re: Official Registration For The 2021 Boglehead Contest

With hopes for a more normal year, my guess is 4156
by Banjoman
Sun Jan 19, 2020 7:57 pm
Forum: Investing - Theory, News & General
Topic: Jack Bogle - Two Fund Portfolio
Replies: 1260
Views: 139791

Re: Jack Bogle - Two Fund Portfolio

How many other Bogleheads are using Jack Bogle's recommended Two Fund Portfolio? I am in the process of selling my international funds in my 401K and IRA after reading all 10 pages of this thread and the recommendations of Taylor and Abuss368. It was made simpler since I converted everything to the...
by Banjoman
Mon Jan 13, 2020 3:26 pm
Forum: Personal Investments
Topic: What to invest my 401K in instead of target date funds?
Replies: 13
Views: 861

Re: What to invest my 401K in instead of target date funds?

Might I suggest the Three-Fund Portfolio? After trying to tweak my previously under-performing portfolio to the Vanguard suggestions I came upon this forum and Taylor Larimore's post. https://www.bogleheads.org/forum/viewtopic.php?f=10&t=88005 I have since adopted the suggested 60/40 portfolio t...
by Banjoman
Sun Apr 21, 2019 5:01 pm
Forum: Personal Investments
Topic: Rebalancing - Asset Allocation Strategies?
Replies: 9
Views: 1187

Re: Rebalancing - Asset Allocation Strategies?

Seeing that Taylor has spoken on this situation, I would second all the motions previous.
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares seems to be an all-in-one tax efficient fund that might fit your bill.
by Banjoman
Sun Apr 21, 2019 2:42 pm
Forum: Personal Investments
Topic: Taxable Brokerage Fund Question
Replies: 23
Views: 1961

Re: Taxable Brokerage Fund Question

As a former Marine who wishes we had a forum like this or investment advice when I served, alas Jack Bogle was just getting Vanguard started. I would suggest a California Tax Exempt Bond fund (long or intermediate term)(ER .17) or VWITX (Intermediate-term National Muni) OR a Traditional Balanced Fun...
by Banjoman
Sun Mar 17, 2019 7:52 pm
Forum: Personal Investments
Topic: Fixed Income assets allocation too high?
Replies: 9
Views: 914

Re: Fixed Income assets allocation too high?

I would highly suggest reading Taylor Larimore's thread (and book) on "The Three-Fund Portfolio".
by Banjoman
Mon Aug 27, 2018 10:24 am
Forum: Investing - Theory, News & General
Topic: Individual Stocks That Went Bust
Replies: 110
Views: 10817

Re: Individual Stocks That Went Bust

GM
Delphi
by Banjoman
Sun Aug 05, 2018 4:27 pm
Forum: Personal Finance (Not Investing)
Topic: Best way to lose $200 in taxable income?
Replies: 96
Views: 8064

Re: Best way to lose $200 in taxable income?

Invest in Bitcoin and tax loss harvest ?
by Banjoman
Sun Jul 22, 2018 8:39 pm
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 3100
Views: 1951654

Re: The Three-Fund Portfolio

I became acquainted with Vanguard Funds a few years ago after getting my earlier financial education reading the Fools in the 90s. I read several of Mr. Bogle's books and some of Paul Merriman's books as well and managed to construct a portfolio close to what the Vanguard Portfolio Watch recommended...
by Banjoman
Sun Jul 22, 2018 8:19 pm
Forum: Personal Investments
Topic: Please poke holes (thoughts/suggestions) in my overall investment plan :)
Replies: 9
Views: 1174

Re: Please poke holes (thoughts/suggestions) in my overall investment plan :)

I would have to agree with FiveK that there seems to be some overlap. I would suggest a simpler plan like the Three Fund Portfolio, that would be appropriate in a taxable as well as a tax advantaged account.
by Banjoman
Mon May 21, 2018 8:59 am
Forum: Investing - Theory, News & General
Topic: Good read on why to keep a simple indexed fund portfolio
Replies: 11
Views: 2688

Re: Good read on why to keep a simple indexed fund portfolio

nova1968 wrote: Mon May 21, 2018 7:50 am It did not tell me anything I did not know about investing but increased my vocabulary when I looked up Occam's razor
Mr. Bogle makes several references to Occam's Razor in his book(s)... and this article http://www.businessinsider.com/bogle-st ... de-2015-11
by Banjoman
Sat Apr 07, 2018 7:23 pm
Forum: Investing - Theory, News & General
Topic: WSJ article on Vanguard snafoos - Should Bogleheads.org get involved?
Replies: 23
Views: 3755

Re: WSJ article on Vanguard snafoos - Should Boglehead.org get involved?

I think it would be wise to give the Captain of the Flagship some advice... or do we succumb to those who believe the old Jedi mind trick to "Move along, Nothing to see here" or to just drink the Kool-aid.
“Who is more foolish? The fool or the fool who follows him?”
― Obi Wan Kenobi
by Banjoman
Sat Mar 31, 2018 9:00 pm
Forum: Investing - Theory, News & General
Topic: Got a Question for the Experts Panel at the Bogleheads Conference?
Replies: 44
Views: 12647

Re: Got a Question for the Experts Panel at the Bogleheads Conference?

What is the status of the Federal Fiduciary Rule and does it have any chance of passage ?
by Banjoman
Sat Mar 31, 2018 11:33 am
Forum: Investing - Theory, News & General
Topic: Q&A WITH JACK BOGLE - ASK YOUR QUESTIONS HERE
Replies: 66
Views: 19505

Re: Q&A WITH JACK BOGLE - ASK YOUR QUESTIONS HERE

fortyofforty wrote: Thu Mar 22, 2018 6:42 am If Jack could travel back in time, which person or people would he most like to meet?

If Jack could travel back in time, what event or events would he most like to witness?
Nice Questions but, Could Mr. Bogle concentrate his answer to the "financial" figures/events of the past?
by Banjoman
Wed Jan 03, 2018 10:09 pm
Forum: Investing - Theory, News & General
Topic: Vanguard glitch: don't contribute 2018 IRA now! [FIXED NOW]
Replies: 25
Views: 4328

Re: Vanguard glitch: don't contribute 2018 IRA now! [FIXED NOW]

I had to wait until I got a day off from work to make my contribution to VTABX (in order to balance my Bond portion).
That and a couple of adjustments to the Small and Mid Cap Index to Windsor II to reflect Vanguard's recommendations.
by Banjoman
Thu Dec 21, 2017 7:34 pm
Forum: Personal Investments
Topic: Inherited IRA distribution rules
Replies: 9
Views: 1173

Re: Inherited IRA distribution rules

Interestingly there is a timely article on MarketWatch if this can be of help.

https://www.marketwatch.com/story/its-n ... 2017-12-20