Bogleheads.org

mokaThought

I don't want to open (another) account simply to buy I bonds or EE bonds, although I like their characteristics. Is there an ETF or other publicly traded investment one can hold in their brokerage account that mimics these instruments? HYG. [awkward pause] Okay, I’m trolling. HYG had a SEC yield ar...

mokaThought

Is anyone aware of some good research into why AVUV is better than a fund like IJS/SLYV? I remember reading that AVUV might have a deeper tilt, but with a 0.10% higher expense ratio, it might be a wash in the end. Although lately, it seems AVUV has had the advantage: https://etfdb.com/tool/etf-comp...

mokaThought

I gave in yesterday and purchased IJS and AVDV. Now I see Ben Felix changed his recommendation from IJS to AVUV. Ugh...don’t want to pay bid/ask spread again on that. Should I worry about the other factors, esp. momentum?

mokaThought

Searched and found this thread. No new thread for you. Limited Margin allows you to trade on unsettled funds and avoid cash trading restrictions, such as good faith violations, in an IRA account. Below, select the account you would like to enroll in Limited Margin. Learn more about Limited Margin tr...

mokaThought

The way to invest in crypto like a boglehead is to continue to "don't do something, just sit there." When and if crypto becomes truly viable, publicly traded companies that I already own through VTI will be figuring out ways to invest in and profit from it. Some already are. Indexing wins...

mokaThought

Moving over a lot of money to Vanguard. I'm very curious about the Vanguard Personal Advisor Service. I have 3 questions: When does the .3% fee hit? Is it possible to sign up for the service, get help with the asset allocation, and then unsubscribe before the fee hits? If I am moving a large amount...

mokaThought

How the Stock Market Works and Advanced Investments are both very informative but cover quite a lot that falls firmly outside of Boglehead territory. I would just subscribe to The Great Courses Plus for them rather than paying purchase price. When you “cancel” The Great Courses Plus, they might off...

mokaThought

watchnerd wrote: ↑Wed Sep 19, 2018 10:22 am I took the super special Flagship tour and it was just like Willy Wonka, but for money.

Sad to hear Vanguard is behind the times with occupational safety regulations.

mokaThought

The sentence that jumped out at me in the Wall Street Journal article was up top: the platform "allocates and automatically rebalances individuals’ wealth across portfolios of stocks and bonds based on the models developed by the firm’s investment-strategy committee." Who among us, with e...

mokaThought

The sentence that jumped out at me in the Wall Street Journal article was up top: the platform "allocates and automatically rebalances individuals’ wealth across portfolios of stocks and bonds based on the models developed by the firm’s investment-strategy committee." Who among us, with e...

mokaThought

New (puff?) piece in WSJ today: https://www.wsj.com/articles/goldman-sa ... _lead_pos2

* $1,000 minimum
* 0.35% fee
* diversified portfolios, no individual stocks

mokaThought

Try changing large cap/extended split from 80/20 to 85/15. Not saying this is better but it gives you an idea how sensitive it is to small variations. That's why it's difficult to compare funds that track different indexes. Edit: based on your previous responses, maybe it's better if we work it out...

mokaThought

I'd rather pay the five basis points and be confident that the fund is tracking the index. Count me out. https://i.imgur.com/BRJxS7E.jpg Source: https://www.portfoliovisualizer.com/fund-performance?s=y&symbol=FZIPX&symbols=FSMAX Don’t make the assumption that FSMAX and FZIPX are tracking th...

mokaThought

I'd rather pay the five basis points and be confident that the fund is tracking the index. Count me out.

Source: https://www.portfoliovisualizer.com/fun ... bols=FSMAX

mokaThought

High growth rates in GDP do not necessarily translate to high equity returns. Returns on Chinese equity to date have been very poor considering their economy’s growth. You would need a reason to expect that to change going forward to justify an overweight to China. +1, Chinese GDP performance does ...

mokaThought

https://fred.stlouisfed.org/series/M1 7 trillion sitting liquid. More than ever in history. Is this actionable? For business owners that have received stimulus money, it would make sense to me that if it was not going toward saving or growing a business, it would be treated no differently than earn...

mokaThought

I’m a truck driver and use one every day. I had a accident back in June, and the camera provided much peace of mind. The other vehicle hit my trailer in the driver side, so while it didn’t directly record the other vehicle’s actions, it did record the effect of its headlights and the fact that I was...

mokaThought

Some sectors outperform other sectors over a period of time. Which one does best next? Are you willing to act upon your prediction?

mokaThought

You can convert Vanguard mutual funds to ETFs if they have ETF equivalents. So long as you’re in a Boglehead three-fund portfolio, having ETF equivalents won’t be an issue. I would go with mutual funds to start with.

mokaThought

UpperNwGuy wrote: ↑Mon Feb 08, 2021 2:12 pm I don't understand why members of this forum start new threads about articles that are behind paywalls.

It seems WSJ subscriptions are quite common here, and it’s neither uncommon nor inappropriate to convey the gist of the article in a forum post. It was definitely worth the $60 on eBay for me.

mokaThought

I was looking at doing something with the yields on my bond side. Lo and behold, TSP G Fund rate shot up from 0.875% to 1.125%. F Fund's SEC yield is presumably 1.18% since it's based on the same index as AGG. Sources: https://www.tsp.gov/loan-basics/ https://www.tspfolio.com/tspgfundinterestrate ht...

mokaThought

It’s weird. I scrolled through the Twitter messages directed at Fidelity yesterday. Lots of rants and complaints about people losing :moneybag :moneybag :moneybag :moneybag and overall lots of hate related everyone’s favorite stock, but I didn’t see any complaints about 2FA not being active. The co...

mokaThought

Still beats receiving random delayed 2FA texts from Vanguard several hours after logging in, making me think that someone stole my password. And no, I don’t believe OP is accurate.

mokaThought

Transfer in-kind to a real brokerage, and I would have told you this months ago, long before GME became the topic du jour.

mokaThought

I'd have a hard time recommending Vanguard to anyone who needs to log into the website frequently due to their persistent IT issues. Fidelity Freedom Index funds (there are also Fidelity Freedom [NOT index] funds) might do the trick for you.

mokaThought

[deleted]

mokaThought

Before I left Vanguard, I maintained emergency funds in Prime Money Market due to the good interest rate and the checkwriting feature. I moved them to Treasury Money Market following the COVID crash and eventually switched to a HYSA like everyone else. This news makes me feel even better about leavi...

mokaThought

OP: Rebalance your portfolio. Go back to your original percentage of GME in your portfolio if you feel like you still want skin in the game.

mokaThought

Well well well... AAL is way up in pre-market trading. https://twitter.com/markets/status/1354779676804308997

mokaThought

Okay...who shorted GameStop? Fess up.

mokaThought

Twenty threads in the past three months could have been named, "Why, Vanguard?"

mokaThought

Received 1099-INT from American Express Bank in the mail last week.

mokaThought

Echoing what @anon_investor said about ETF SEC yields vs. the PenFed account. That's just the nature of interest rates right now. To add: I bought a house within the past year, and convincing the mortgage lender that funds in Vanguard Federal Money Market Fund and SHV (iShares Short Treasury Bond) w...

mokaThought

Semi-annually + major market movements has worked best for me historically, and the "annual" point just happened to be march. My target 70/30 had run up to around 73/27 prior to the COVID crash. I rebalanced afterwards and have been rebalancing about once a month since. The overall portfol...

mokaThought

What am I looking at on the new TSP website then? I see that in 2020, the G fund returned .97%. In December of 2020, it returned .07% though. I guess if that is a literal monthly return, it would equate to 1.0007^12=.843%. Assuming the last reported Dec 2020 return is about equivalent to the Jan 20...

mokaThought

If S&P 500 stocks are so overvalued, I should be a genius and short the bottom 25 stocks, right?

mokaThought

If you must overweight EM and are concerned about the classification issue, you could avoid it by holding IDEV (iShares MSCI Developed Markets ETF), EMXC (iShares MSCI Emerging Markets ex-China ETF), and a China ETF at your preferred weights. But as others have pointed out, China will continue to be...

mokaThought

I own a 2011 Tacoma with the TRD Sport package with about 112k miles. It's never broken down on me, and the 4WD has worked well through some serious snow storms. If I had to do it again, I'd shell out the extra $3,000 for the double cab, full-length bed rather than the "access cab" (backwa...

mokaThought

Anything I could want to do on Robinhood I could do on Fidelity better. I can even order limit trades on fractional shares.

mokaThought

I dont find the WSJ offers good content anymore, and often slants their editorial views into the territory of financial noise, not news. Why not save the money and ignore the financial and media noise Newscorp is pushing? I'm a new subscriber, and I've actually been really impressed. I'll go so far...

mokaThought

mhalley wrote: ↑Sat Jan 09, 2021 3:51 pm Why would anyone want such a cheap lamp? You need something like this to illuminate your $5000 watch.
https://www.perigold.com/lighting/pdp/t ... html?piid=

$17,300 for a lamp, and it doesn't come with the bulb.

mokaThought

It has come to my attention on another thread that some people take this contest seriously, aka as the actual predictions of the forum members on stocks that will and will not perform well this year, rather than the tongue-in-cheek commentary on hedge fund managers that it is meant to be. To restor...

mokaThought

I dont find the WSJ offers good content anymore, and often slants their editorial views into the territory of financial noise, not news. Why not save the money and ignore the financial and media noise Newscorp is pushing? I'm a new subscriber, and I've actually been really impressed. I'll go so far...

mokaThought

eBay worked for me when buying a digital subscription. Well, re: eBay, I DID buy a 5-year WSJ digital subscription (based on other BH recommendations.) However, today, (after 1 year), it "died" on me. I contacted the seller and his email didn't work mysteriously (or not). Not sure what my...

mokaThought

eBay worked for me when buying a digital subscription.

mokaThought

Others have the tax issues well covered beyond my knowledge, it appears, but I'll note that the TSP I fund tracks the MSCI EAFE (Europe, Australasia, Far East) index. That means no emerging markets, no Canada (eh?), and no small cap. If that matters to you, you might want to hold all your internati...

mokaThought

East-West Fund Short TSLA Long GE Third time's a charm! :wink: What could possibly go wrong? Can we take bets on this? I'm picking East-West to finish in the bottom 25%. Just go long TSLA short GE. I already submitted my fund. (Can we enter multiple times?) Then do it in real life. :twisted: (PLEAS...

mokaThought

MinnGuyInvesting wrote: ↑Tue Jan 05, 2021 6:11 pm
mokaThought wrote: ↑Tue Jan 05, 2021 1:33 pm
Rick Ferri wrote: ↑Mon Jan 04, 2021 5:01 pm East-West Fund

Short TSLA
Long GE

Third time's a charm!
What could possibly go wrong?
Can we take bets on this? I'm picking East-West to finish in the bottom 25%.

Just go long TSLA short GE.

mokaThought

Next thread: Small cap growth European emerging markets state-owned enterprises continue to...uh...do something!!

mokaThought

Rick Ferri wrote: ↑Mon Jan 04, 2021 5:01 pm East-West Fund

Short TSLA
Long GE

Third time's a charm!

What could possibly go wrong?

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