Search found 274 matches

by Ever Ready
Mon Aug 28, 2017 5:37 pm
Forum: Forum Issues and Administration
Topic: Log In Change
Replies: 10
Views: 670

Re: Log In Change

What are the URL addresses of the two pages you're referencing?
by Ever Ready
Mon Aug 28, 2017 1:50 pm
Forum: Investing - Theory, News & General
Topic: Mr. Bogle interview in AARP magazine
Replies: 0
Views: 474

Mr. Bogle interview in AARP magazine

The August/September issue of AARP magazine has an interview with Mr. Bogle by Jack Otter of Barron's
by Ever Ready
Wed Aug 23, 2017 12:46 pm
Forum: Investing - Theory, News & General
Topic: AQR seeks to offer ETFs
Replies: 5
Views: 551

AQR seeks to offer ETFs

Quant Firm AQR Capital Management Seeks SEC Approval to Sell ETFs

https://www.bloomberg.com/news/article ... -sell-etfs
by Ever Ready
Fri Aug 11, 2017 9:50 am
Forum: Investing - Theory, News & General
Topic: Vanguard's Portfolio Watch Question
Replies: 4
Views: 489

Re: Vanguard's Portfolio Watch Question

Refresh your "Outside Investments".
If the ETF is in your Fidelity account, Portfolio watch will see it.
by Ever Ready
Wed Aug 09, 2017 6:55 pm
Forum: Investing - Theory, News & General
Topic: Navy FCU Special 5-Month Certificate 3.00% APY
Replies: 3
Views: 1071

Navy FCU Special 5-Month Certificate 3.00% APY

Special 5-Month Certificate 3.00% APY Open 5-Month Certificate with just $50 and earn high returns, guaranteed. $50 minimum $10,000 maximum balance Deposits can be made anytime Hurry–this is a limited-time offer https://www.navyfederal.org/products-services/checking-savings/certificates.php?intcmp=h...
by Ever Ready
Thu Jul 27, 2017 1:53 pm
Forum: Investing - Theory, News & General
Topic: Investing/ Finance podcasts
Replies: 16
Views: 1491

Re: Investing/ Finance podcasts

Too bad Jack Bogle doesn't have a podcast. Wouldn't that be a treat?
There are plenty of Bogle interviews on YouTube.
by Ever Ready
Thu Jul 13, 2017 3:18 pm
Forum: Investing - Theory, News & General
Topic: Buckley will succeed McNab as Vanguard CEO at year end
Replies: 32
Views: 3827

Buckley will succeed McNab as Vanguard CEO at year end

Tim Buckley CIO will succeed Bill McNab as Vanguard CEO at year end. Just announced on Bloomberg.
McNab will remain as Chairman.
by Ever Ready
Sat Jun 03, 2017 12:37 pm
Forum: Investing - Theory, News & General
Topic: BBC: Fifty Things That Made the Modern Economy
Replies: 3
Views: 897

Re: BBC: Fifty Things That Made the Modern Economy

Angst wrote: I just downloaded it along with a few others to listen to later, including one on the "Haber-Bosch process". If you're interested, the "Haber-Bosch process" was covered in episode 7 of "Connections" https://en.wikipedia.org/wiki/Connections_(TV_series)
by Ever Ready
Mon May 15, 2017 11:53 am
Forum: Investing - Theory, News & General
Topic: 2017 DFA Matrix Book Is Out
Replies: 1
Views: 666

Re: 2017 DFA Matrix Book Is Out

Thank you for posting this.

Ed
by Ever Ready
Thu Apr 27, 2017 8:27 pm
Forum: Investing - Theory, News & General
Topic: Vanguard's Jack Bogle Warns Smart Beta May Be Over-Promising
Replies: 60
Views: 6180

Vanguard's Jack Bogle Warns Smart Beta May Be Over-Promising

Vanguard's Jack Bogle Warns Smart Beta May Be Over-Promising https://www.bloomberg.com/news/articles/2017-04-27/vanguard-s-jack-bogle-warns-smart-beta-may-be-over-promising “Beware of any strategy that is designed to beat the market over 50 years,” he (Bogle) said. “I wouldn’t do it. Why take the ri...
by Ever Ready
Sat Mar 18, 2017 8:47 am
Forum: Investing - Theory, News & General
Topic: Bogle Interview CNN - Sat.
Replies: 71
Views: 5905

Mr. Bogle interviewed on CNN Smerconish

[Merged Ever Ready's thread and its replies into this existing thread - moderator prudent] Mr. Bogle was interviewed on CNN Smerconish this morning. The show will be rebroadcast today at 6:00 pm EDT. The full interview is on CNN website: Full interview: John C. Bogle on the economy http://www.cnn.c...
by Ever Ready
Thu Feb 02, 2017 3:55 pm
Forum: Investing - Theory, News & General
Topic: No Inflation-Adjusted SPIAs at Vanguard
Replies: 120
Views: 6886

Re: No Inflation-Adjusted SPIAs at Vanguard

Investors Pile Into TIPS as Inflation Looms -- 2nd Update


http://uk.advfn.com/news/DJN/2016/article/72778776
by Ever Ready
Thu Feb 02, 2017 12:42 pm
Forum: Personal Consumer Issues
Topic: Treasury Direct Account Locked
Replies: 35
Views: 3505

Re: Treasury Direct Account Locked

Then use KeePass, which is stored locally on your computer as an encrypted database, not on the web. So then the attacker would need to compromise your computer to get to the encrypted blob, at which point it would just be easier to install a keylogger and mouse logger, which would let them get you...
by Ever Ready
Wed Feb 01, 2017 1:25 pm
Forum: Personal Consumer Issues
Topic: Treasury Direct Account Locked
Replies: 35
Views: 3505

Re: Treasury Direct Account Locked

Use a password database like KeePass or LastPass.
by Ever Ready
Tue Jan 03, 2017 12:05 pm
Forum: Investing - Theory, News & General
Topic: Vanguard weighs in: Is active mutual fund management dead?
Replies: 10
Views: 1506

Vanguard weighs in: Is active mutual fund management dead?

http://www.cbsnews.com/news/vanguard-weighs-in-is-active-mutual-fund-management-dead/ Vanguard chief William McNabb: “Active management can survive ... only if it’s offered at much lower expense. Otherwise active management is dead, and rightly so,” he claimed. “It has never been a winning proposit...
by Ever Ready
Tue Nov 15, 2016 9:11 pm
Forum: Investing - Theory, News & General
Topic: 2010 to present inflation
Replies: 1
Views: 414

Re: 2010 to present inflation

Welcome to the forum! I am reading Bogle's "Common Sense on Mutual Funds", 10th anniversary edition (2010). Just want to know if there is a later edition I can purchase? That is the latest edition. Besides all the great info, right now I am interested in a latest Table 1.1, Consumer Price ...
by Ever Ready
Mon Oct 24, 2016 11:32 am
Forum: Investing - Theory, News & General
Topic: Stocks For The Long Run In The Paper (Fiat) Currency Era
Replies: 16
Views: 2855

Re: Stocks For The Long Run In The Paper (Fiat) Currency Era

Image

I've never seen the returns of stocks, bonds and bills presented for the fiat currency era only. My guess is that it would be more favorable to stocks.


Doesn't appear to be.
by Ever Ready
Sat Oct 22, 2016 12:47 pm
Forum: Investing - Theory, News & General
Topic: Mark your calendar for year-end fund distributions
Replies: 20
Views: 3118

Mark your calendar for year-end fund distributions

Mark your calendar for year-end fund distributions https://personal.vanguard.com/us/insights/article/year-end-distribution-schedule-102016 November 10, 2016 (estimated) Preliminary capital gains estimates: List of Vanguard mutual funds and ETFs expected to distribute taxable capital gains, with sche...
by Ever Ready
Sat Oct 22, 2016 10:26 am
Forum: Investing - Theory, News & General
Topic: Complete this sentence
Replies: 17
Views: 1699

Re: Complete this sentence

... stop worrying about your investments.
by Ever Ready
Fri Oct 07, 2016 2:09 pm
Forum: Investing - Theory, News & General
Topic: Depression investments corrected
Replies: 23
Views: 2659

Re: Depression investments

What advice do you have for preparing for the possibility of depression?

Pay off your mortgage and all other debts.
by Ever Ready
Fri Sep 09, 2016 1:29 pm
Forum: Investing - Theory, News & General
Topic: Jack Bogle on Bloomberg 9-9-16
Replies: 15
Views: 2061

Jack Bogle on Bloomberg 9-9-16

http://www.bloomberg.com/news/videos/2016-09-09/vanguard-s-jack-bogle-on-indexing-negative-rates Vanguard's Jack Bogle on Indexing, Negative Rates September 9, 2016 Mutual fund sage and founder of the Vanguard Group Jack Bogle hits back at critics of indexing, the practice of organizing one's portf...
by Ever Ready
Wed Aug 31, 2016 1:10 pm
Forum: Investing - Theory, News & General
Topic: Value and Momentum Indices/ETFs
Replies: 4
Views: 506

Re: Value and Momentum Indices/ETFs

What you have described is known as a "multi-factor" ETF.

Here is one example:
https://www.ishares.com/us/products/272824/ishares-msci-usa-multi-factor-etf
by Ever Ready
Sun Jul 24, 2016 1:34 pm
Forum: Investing - Theory, News & General
Topic: thoughts on GS Momentum Builder® Multi-Asset 5S ER Index-Linked CDs due 2024
Replies: 18
Views: 2072

Re: thoughts on GS Momentum Builder® Multi-Asset 5S ER Index-Linked CDs due 2024

Don't forget the 4 to 9% "placement fee"

The estimated value of your CDs at the time the terms of your CDs are set on the trade

date is expected to be between $910 and $960 per $1,000 face amount. See page S-3.


This thing stinks worse than the dumpster behind a fish market.
by Ever Ready
Sat Jun 25, 2016 2:33 pm
Forum: Investing - Theory, News & General
Topic: Return expectations for the next 10 years
Replies: 91
Views: 7471

Re: Return expectations for the next 10 years

If you're trying to cheer us up, you need to try harder.
by Ever Ready
Tue Jun 07, 2016 11:45 am
Forum: Investing - Theory, News & General
Topic: Q Group "Spring 2016 Seminar" Proceedings, Including John Bogle Paper
Replies: 1
Views: 329

Re: Q Group "Spring 2016 Seminar" Proceedings, Including John Bogle Paper

The recorded presentation is available on Vimeo

"David and Goliath: Who Wins the Game of Quantitative Investing?"

https://vimeo.com/164907471
by Ever Ready
Sat May 21, 2016 3:33 pm
Forum: Investing - Theory, News & General
Topic: High Cost Brokerages Get into the Smart Game
Replies: 1
Views: 630

Re: High Cost Brokerages Get into the Smart Game

William Bernstein called it two years ago. ETF.com: Do you have a sense, as I do, that “factor-focused” investing is reaching some critical mass these days—and that we can see that in the behavior of the Wall Street marketing machine? Bernstein: I think so. The bozos have jumped into the factors wit...
by Ever Ready
Fri May 06, 2016 12:13 pm
Forum: Investing - Theory, News & General
Topic: "When Mediocrity Trumps Brilliance"
Replies: 2
Views: 653

Re: "When Mediocrity Trumps Brilliance"

Investing in low cost index funds IS brilliance!
by Ever Ready
Sat Mar 26, 2016 11:53 am
Forum: Investing - Theory, News & General
Topic: "Mitigating the Risks of Cognitive Decline"
Replies: 45
Views: 6431

Re: "Mitigating the Risks of Cognitive Decline"

This sounds like a good topic for the Wiki.
by Ever Ready
Thu Dec 24, 2015 1:33 pm
Forum: Investing - Theory, News & General
Topic: Bogle: "We Need to Fix the Bond Index"
Replies: 46
Views: 5105

Re: Bogle: "We Need to Fix the Bond Index"

Some may remember that in 2002 the managers of TBM fund
decided to overweight corporate bonds to "improve performance".
This backfired badly and the fund trailed the index by a couple of percentage points.
by Ever Ready
Fri Dec 04, 2015 9:07 am
Forum: Investing - Theory, News & General
Topic: RZV negative momentum
Replies: 16
Views: 2863

Re: RZV negative momentum

indexingfun wrote: Given the limited availability of AQR and DFA funds to investors without advisors, are there other funds/ETFs that combine momentum and value factors effectively in similar ways? A Suite of New Multifactor ETFs for Your Watchlist Credible factors cleverly combined make the MSCI Fa...
by Ever Ready
Sun Oct 25, 2015 11:22 am
Forum: Investing - Theory, News & General
Topic: How much International Exposure?
Replies: 56
Views: 6971

Re: How much International Exposure?

Vanguard has in the past offered to send me a copy of their research report wherein they concluded 40% int'l equities is recommended, but I've yet to actually see it. I am interested to know what sort of data sample they used, so I can form my own opinion of the strength of their recommendation, bu...
by Ever Ready
Thu Oct 01, 2015 6:43 pm
Forum: Investing - Theory, News & General
Topic: Resources on Variable Annuities
Replies: 18
Views: 1984

Re: Resources on Variable Annuities

Mel, Hopefully he learned something after reading our book. He said he read the section on annuities (I bookmarked it for him) and returned it to me. His wife said he is still leaning towards getting one. Why pay high expenses, exposure yourself, high surrender fees and pay higher taxes when there a...
by Ever Ready
Thu Oct 01, 2015 1:55 pm
Forum: Investing - Theory, News & General
Topic: Resources on Variable Annuities
Replies: 18
Views: 1984

Re: Resources on Variable Annuities

All the advice you need is in seven letters: "Run away!" I'm with you on that, but he is not going rely soley on my advice. I think he regards the Bogleheads as excessively frugal. So I am seeking input from an 'authority' he might trust. I will order Larry's book. Hopefully that will do ...
by Ever Ready
Thu Oct 01, 2015 1:20 pm
Forum: Investing - Theory, News & General
Topic: Resources on Variable Annuities
Replies: 18
Views: 1984

Resources on Variable Annuities

A relative is considering a variable annuity as a tax deferral/pension replacement vehicle. I have lent him my copy of "The Bogleheads Guide to Investing" which has a short section on annuities. I have read the Bogleheads Wiki page on variable annuities and its' references. What other reso...
by Ever Ready
Sat Sep 05, 2015 12:45 pm
Forum: Investing - Theory, News & General
Topic: Taylor: A question about simplicity
Replies: 32
Views: 4052

Re: Taylor: A question about simplicity

I believe it was Albert Einstein who said: "Everything should be as simple as possible, but not simpler" If there are proven benefits to making changes to your portfolio, then you should make them. I think this applies to the tax-related changes you listed. Not sure about the 403b, need mo...
by Ever Ready
Mon Aug 31, 2015 4:42 pm
Forum: Investing - Theory, News & General
Topic: AQR/Asness - How Can a Strategy Still Work If Everyone Knows About It?
Replies: 116
Views: 9718

Re: AQR/Asness - How Can a Strategy Still Work If Everyone Knows About It?

First, assuming attractive but lower-than-historical rewards (the numerator) seems prudent.[27] Recall we believe this “lower-than-historical” verdict applies even more so to traditional long-only capitalization-weighted stock and bond markets (index returns). Thus, the marginal benefit of adding t...
by Ever Ready
Tue Jun 16, 2015 5:11 pm
Forum: Investing - Theory, News & General
Topic: Vanguard announces plans for money market fund lineup
Replies: 17
Views: 5135

Vanguard announces plans for money market fund lineup

To provide individual investors with a range of money market funds that maintain a stable $1 NAV, we'll designate 7 money market funds as "retail": Vanguard Prime Money Market Fund Vanguard California Tax-Exempt Money Market Fund Vanguard New Jersey Tax-Exempt Money Market Fund Vanguard Ne...