Search found 11 matches
- Tue Dec 27, 2011 7:03 pm
- Forum: Personal Investments
- Topic: tax loss harvest Help! Total Intnl ???
- Replies: 19
- Views: 1392
Re: tax loss harvest HELP! TOTAL INTNL ???
I did that exact trade today - sold Total Intl to harvest loss (purchased Jan 2011) and bought FTSE ex-US. Boglenaut and others got it right, its not even close to being considered the same fund. Because of Total Intl's advantages, especially including small caps and significantly larger number of d...
- Tue Jan 05, 2010 12:57 am
- Forum: Personal Investments
- Topic: Why no historical average returns info on the Vanguard site?
- Replies: 4
- Views: 1067
- Mon Jan 21, 2008 5:48 pm
- Forum: Investing - Theory, News & General
- Topic: Historical High-Yield Corp Fund yields/market timing
- Replies: 1
- Views: 850
Historical High-Yield Corp Fund yields/market timing
Does anyone know where I can find historical Vanguard fund Yield-to-Maturity information? The same yield info that they post daily on their website. Thanks in advance for any assistance. Here's why I'm asking: I sold the Vanguard High-Yield Corp Fund in Feb 2007 when its Yield-to-maturity was 7.3% a...
- Tue Dec 18, 2007 11:14 pm
- Forum: Personal Investments
- Topic: Question for tax experts re: Rollover IRA to Roth IRA
- Replies: 8
- Views: 1708
don't forget tuition credits
As a law school student, you will be eligible for IRS tuition credits...if you use the Lifetime Learning Credit its good for a tax credit of up to $2,000 each year (20% of up to 10,000 in tuition). Note: its a tax credit not a deduction...dollar for dollar reduction in tax liability! This should all...
- Mon Jul 09, 2007 6:22 pm
- Forum: Personal Investments
- Topic: going to med school in the fall, need financial advice
- Replies: 18
- Views: 4982
don't forget tuition credit
If you're paying tuition, you probably won't have any tax worries. Taking the lifetime learing credit can give you up to a $2,000 a year tax credit (credit not deduction!). This can cover some pretty good dividends or capital gains. I think you have to be financially independent (IRS definition) to ...
- Mon Jun 25, 2007 11:06 pm
- Forum: Personal Investments
- Topic: Admiral Treasury Money Market Fund
- Replies: 22
- Views: 8542
admiral T MM
To the best of my recollection the Vg rep told me that you need $50K to open the Admiral T MM acount, but that your balance could drop and stay below $50K afterwards with no problems. Mine has been up and down, including under $50K for long periods, and I haven't heard anything from Vg. On other Adm...
- Sat Jun 23, 2007 10:45 am
- Forum: Investing - Theory, News & General
- Topic: what if you’re wrong?
- Replies: 41
- Views: 15975
need to define "wrong"
wrong because hi fee funds outperform low cost funds for 25 years? unlikely wrong because all stock pickers have fantastic results while the averages lag? mathematically impossible wrong because all of wall streets brokers and financial advisors really have our best interests at heart and aren't try...
- Sat Jun 09, 2007 11:03 pm
- Forum: Investing - Theory, News & General
- Topic: Has anyone here retired in their 40's or aspires to?
- Replies: 90
- Views: 40845
Retired at 48 in 2004. Saved like a maniac for 10 years to do it. Had a good run of bonuses and stock options during that period, and a severance package on the way out, and I banked 100% of them after-tax. I dollar-cost-averaged most of it into Total Stock Market and Total International in the 2001...
- Tue May 15, 2007 12:57 am
- Forum: Investing - Theory, News & General
- Topic: Hedge Fund Billionaires: where does this money come from?
- Replies: 27
- Views: 9170
hedge fund investor pay the billions
The article is about the fees being earned by the fund managers. They generally charge a 2% management fee plus a 20% carry (20% of realized capital gains). As noted in the article, some charge as high as 5% management fee plus 44% carry. So if the manager has raised a $1 billion fund and charges 2+...
- Sun Apr 22, 2007 1:37 pm
- Forum: Investing - Theory, News & General
- Topic: To be a quant? Seeking suggestion on financial career path
- Replies: 10
- Views: 4515
here's another website with lots of information on careers in quantitative finance - http://www.global-derivatives.com/forum/index.php 10-20 years ago Wall Street hired mostly PhDs from academia and industry for their quant positions. They still hire PhDs but are also hiring graduates of the Masters...
- Thu Apr 19, 2007 2:30 pm
- Forum: Investing - Theory, News & General
- Topic: Are private elite universities worth it?
- Replies: 139
- Views: 65294
I remember reading about a study a few years ago. They tracked kids who were admitted to both a top tier school and a state school, and decided to attend the state school (UPenn and Penn State maybe?). Then they followed the kids after graduation to see what they earned. There was no difference. Can...