Search found 27 matches

by tslemoyne
Mon May 14, 2012 11:22 am
Forum: Investing - Help with Personal Investments
Topic: Dow Jones Dharma Index - does anyone have any info?
Replies: 6
Views: 938

Dow Jones Dharma Index - does anyone have any info?

Does anyone here know if there is a low cost mutual fund that tracks the Dow Jones Dharma Index? I'm a Buddhist and this index includes 3000 global companies that are compliant with Buddhist and Hindu principles. Alternately, does anyone have extensive experience with SRI?
by tslemoyne
Wed Apr 29, 2009 11:38 pm
Forum: Personal Consumer Issues
Topic: Give Me an Interesting Link... What's Your Passion?
Replies: 56
Views: 15977

A place where you can encounter brilliant ideas...

A place where you can encounter brilliant ideas is http://www.TED.com.

Here are talks I found there from some of my favorite thinkers -

Malcolm Gladwell - http://bit.ly/1qWn3
Seth Godin - http://bit.ly/lOxnA
Peter Gabriel - http://bit.ly/11kdzI
by tslemoyne
Sun May 25, 2008 10:14 pm
Forum: Investing - Help with Personal Investments
Topic: What % do you have in fixed and what funds do you use ?
Replies: 8
Views: 2340

35 years old, 20% fixed, split equally between:

VFITX Vanguard Intermediate Term Treasury
VIPSX Vanguard Inflation Protected Securities
by tslemoyne
Mon Apr 07, 2008 11:34 pm
Forum: Investing - Theory, News & General
Topic: OT: Question about next investing book to read
Replies: 11
Views: 2474

An excellent book on an apparently similar topic is YOUR MONEY AND YOUR BRAIN by Jason Zweig
by tslemoyne
Sat Feb 02, 2008 1:43 am
Forum: Investing - Theory, News & General
Topic: Poll: What percent of your equities are small-cap value?
Replies: 65
Views: 18009

total 80/20 AA = 30% TSM, 30% FTSE All World ex-US, 10% SCV, 10% REITS, 10% Intermediate Treasury, 10% TIPS:

22 24 18

8 10 4

7 6 2
by tslemoyne
Sat Feb 02, 2008 1:31 am
Forum: Investing - Theory, News & General
Topic: [poll] tilting at small windmills
Replies: 11
Views: 2918

domestic equities = 60% TSM, 20% SCV, 20% REITS:



14 20 15

10 13 6

11 9 3



total 80/20 AA = 30% TSM, 30% FTSE All World ex-US, 10% SCV, 10% REITS, 10% Intermediate Treasury, 10% TIPS:

22 24 18

8 10 4

7 6 2
by tslemoyne
Thu Dec 27, 2007 2:09 pm
Forum: Investing - Help with Personal Investments
Topic: Young investor....
Replies: 4
Views: 1125

In addition to the excellent books mentioned so far, I found The Random Walk Guide To Investing by Burton G. Malkiel to be easy to understand and illuminating. Also, The Lazy Person's Guide to Investing by Paul B. Farrell was the book that introduced me to the concept of passive, index investing (an...
by tslemoyne
Fri Dec 21, 2007 2:00 pm
Forum: Investing - Help with Personal Investments
Topic: Young Investor Planning for House, Car, Retirement
Replies: 8
Views: 2620

You might look into a money market fund, such as the Vanguard Prime Money Market Fund VMMXX, for your short term savings goals. And for retirement saving Vanguard Target Retirement Funds - which have asset allocations chosen by Vanguard managers and grow more conservative over time - are worth inves...
by tslemoyne
Fri Dec 21, 2007 1:49 am
Forum: Investing - Theory, News & General
Topic: Play the Lazy Portfolio Smackdown Game
Replies: 85
Views: 36162

30% VTSMX Total Stock Market
30% VFWIX FTSE All World ex-US
10% VISVX Small Cap Value
10% VGSIX REIT
10% VFITX Intermediate Term Treasury
10% VIPSX Inflation Protected Securities
by tslemoyne
Wed Nov 28, 2007 12:14 pm
Forum: Local Chapters and Bogleheads Community
Topic: Huntsville, North Alabama local group?
Replies: 21
Views: 9729

Central Alabama Chapter

A Central Alabama Diehards Chapter was formed recently, Chapter 27. Scroll up to a message from Mel, containing the Diehards Local Chapters Map. There you can see all the groups and email the group administrators.
by tslemoyne
Sun Nov 04, 2007 11:14 pm
Forum: Investing - Help with Personal Investments
Topic: How do you split your equity AA between domestic/intl?
Replies: 24
Views: 5149

80% of my portfolio is equities: 30% VTSMX Total Stock Market 30% VFWIX Global ex-US 10% VISVX Small Cap Value 10% VGSIX REITS would that be considered 50/50 with SCV and REITS being additional diversifying asset classes? or 57.14/42.86 with REITS being additional? or 62.5/37.5 with SCV and REITS be...
by tslemoyne
Fri Nov 02, 2007 6:56 pm
Forum: Investing - Help with Personal Investments
Topic: What's YOUR portfolio
Replies: 77
Views: 23589

34 years old, 80/20 aa, all tax deferred 80% Equities (US/International split is 62.5%/37.5% OF EQUITIES) US 30% VTSMX Total Stock Market 10% VISVX Small Cap Value 10% VGSIX REIT International 30% VFWIX Global ex-US 20% fixed income = 10% VFITX Intermediate Term Treasury 10% VIPSX Inflation Protecte...
by tslemoyne
Thu Oct 11, 2007 10:08 am
Forum: Personal Finance (Not Investing)
Topic: What's On Your iPod?
Replies: 27
Views: 6893

'In Rainbows' - Radiohead's excellent and revolutionary (in a business sense) new album

podcasts: The Accidental Creative by Todd Henry; Sound Investing by Merriman Berman NEXT
by tslemoyne
Thu Sep 27, 2007 12:55 am
Forum: Personal Finance (Not Investing)
Topic: What *music* are you currently listening?
Replies: 153
Views: 32152

Art In Manila - 'Set The Woods Fire', Kanye West - 'Graduation', Elliott Smith - 'New Moon', Bjork - 'Volta', The White Stripes - 'Icky Thump', Spoon - 'Ga Ga Ga Ga Ga', Anti Atlas - 'Between Voices'

All very different, all excellent
by tslemoyne
Sat Sep 15, 2007 10:58 am
Forum: Local Chapters and Bogleheads Community
Topic: Huntsville, North Alabama local group?
Replies: 21
Views: 9729

Please include me in the number interested in an Alabama chapter. I live in Birmingham...
by tslemoyne
Fri Sep 14, 2007 7:54 pm
Forum: Local Chapters and Bogleheads Community
Topic: Nashville/Middle Tennessee - Any takers ?
Replies: 34
Views: 13362

Is there a northern Alabama chapter? I live in Birmingham and I guess that would be the closest thing to me if it existed. Otherwise perhaps I could participate in Atlanta or Nashville.
by tslemoyne
Wed Jul 11, 2007 7:34 pm
Forum: Investing - Help with Personal Investments
Topic: Calling all young people...what is your Asset Allocation?
Replies: 66
Views: 22827

VG Total Stock Market Index - 30%
VG FTSE All World ex-US Index - 30%
VG REIT Index - 20%
VG Intermediate Term Tresury Index - 10%
VG Inflation Protected Securities - 10%
by tslemoyne
Thu Apr 05, 2007 3:03 am
Forum: Personal Finance (Not Investing)
Topic: Any Good Music?
Replies: 69
Views: 33181

A great place to hear new music...

...is Morning Becomes Eclectic, broadcast weekday mornings on 89.9 KCRW, a public radio station in Los Angeles. You can also listen here: http://www.kcrw.com/music/programs/mb The show's a real tastemaker within the music industry, and there's always something new and interesting, including live per...
by tslemoyne
Thu Apr 05, 2007 1:41 am
Forum: Personal Finance (Not Investing)
Topic: what is your job/occupation?
Replies: 84
Views: 45149

Musician/Composer/Performer. Currently the touring bass player for Gnarls Barkley
by tslemoyne
Wed Mar 28, 2007 1:42 pm
Forum: Investing - Help with Personal Investments
Topic: new global ex-us fund; + ira ?s
Replies: 15
Views: 5814

Hi Mel and Taylor! Let me first say that as a new investor I have found it daunting these past few months trying to figure out the "right" way to invest my money, especially since I'm getting a late start and I have so much responsibility with my family, etc. There's huge amounts of often contradict...
by tslemoyne
Mon Mar 26, 2007 3:08 pm
Forum: Investing - Help with Personal Investments
Topic: new global ex-us fund; + ira ?s
Replies: 15
Views: 5814

Laura - I actually am in the process of doing all the aforementioned things. I should have life and disabilty insurance in place in April and will meet with an attorney about a will in the next few weeks. I started making calls immediately after finishing the Bogleheads Guide to Investing! Bluesun -...
by tslemoyne
Sun Mar 25, 2007 7:39 pm
Forum: Investing - Help with Personal Investments
Topic: new global ex-us fund; + ira ?s
Replies: 15
Views: 5814

My emergency fund is in an ING Direct savings account, which is a money market account. That would be considered in the taxable portion of a portfolio, right? I may not be thinking of it in the right way. Anyway, I appreciate your advice on handling the SEP and I'm going invest in TR2040. I'm 34 yea...
by tslemoyne
Sun Mar 25, 2007 5:57 pm
Forum: Investing - Help with Personal Investments
Topic: new global ex-us fund; + ira ?s
Replies: 15
Views: 5814

Hi Laura, and thank you very much for replying. We've been previously ineligible for a Roth due to my income. It was around $200,000 for 2005 and 2006, and it comes from touring jobs and royalties, so it's hard to predict what it will be year to year. It may be below $160,000 in 2007, in which case ...
by tslemoyne
Fri Mar 23, 2007 8:02 pm
Forum: Investing - Help with Personal Investments
Topic: new global ex-us fund; + ira ?s
Replies: 15
Views: 5814

thank you brian for your insights and advice. it is actually my intention to hold the VTSMX in addition to the Vanguard FTSE All-World ex-US Index Fund in taxable. also, i will definitely try to include more details in further questions/posts, but as of now i'm not quite sure how much i will be cont...
by tslemoyne
Fri Mar 23, 2007 10:30 am
Forum: Investing - Help with Personal Investments
Topic: new global ex-us fund; + ira ?s
Replies: 15
Views: 5814

i'm 34 years old, a self employed musician for 17 years, with a non-working spouse and an 18 month old son. i've just come to understand the value of saving and investing recently, and am beginning with buying a family home and starting retirement savings. next will be college savings. i'm in the 33...
by tslemoyne
Fri Mar 23, 2007 3:32 am
Forum: Investing - Help with Personal Investments
Topic: new global ex-us fund; + ira ?s
Replies: 15
Views: 5814

new global ex-us fund; + ira ?s

i'm a new investor, starting both a sep ira and a taxable account. i'm wondering where the most intelligent placement of the new global ex-us would be? also, would a 50/50 mix of the STAR fund and target retirement 2040 be a good selection of funds in ira?