Search found 432 matches

by foodnerd
Sun Nov 21, 2010 11:24 pm
Forum: Investing - Theory, News & General
Topic: For Saint Louis area Bogleheads
Replies: 2
Views: 604

You also down load the podcast off Itunes - Podcast is called "The Educated Investor".

FN
by foodnerd
Tue Sep 07, 2010 10:46 pm
Forum: Local Chapters and Bogleheads Community
Topic: Which Local Bogleheads' Groups are Active?
Replies: 24
Views: 6598

Thanks for the updates. I'll be putting a tentative travel schedule together by early September and will be in touch. Rick Ferri Rick, I've been busy with the birth of my son and haven't had a chance to log on, but the Tulsa Bogleheads have now had two meetings and with enough advance notice, we co...
by foodnerd
Thu Mar 11, 2010 9:25 pm
Forum: Local Chapters and Bogleheads Community
Topic: Tulsa Bogleheads 2nd Meeting
Replies: 13
Views: 3993

I'd like to update the Tulsa Boglehead's on our progress on our adoption. The opportunity I mentioned did not pan out. We did go down to Little Rock to meet with a birth mom, but no decision was made. We are looking forward to the next opportunity and are working to get as prepared as we can when o...
by foodnerd
Sun Feb 28, 2010 12:22 am
Forum: Local Chapters and Bogleheads Community
Topic: Tulsa Bogleheads 2nd Meeting
Replies: 13
Views: 3993

I'd like to update the Tulsa Boglehead's on our progress on our adoption. The opportunity I mentioned did not pan out. We did go down to Little Rock to meet with a birth mom, but no decision was made. We are looking forward to the next opportunity and are working to get as prepared as we can when o...
by foodnerd
Fri Feb 05, 2010 10:17 pm
Forum: Investing - Theory, News & General
Topic: Zweig: Picking the Right Countries (Start at Market Weights)
Replies: 29
Views: 5256

Petrico, I agree. And after reading the Vanguard White Paper on International Stocks and how if their correlation to Domestic stocks increases, that the diversification benefit shrinks. And seeing the news today about the fear of Euro Countries, I am also hestitant to make the 50% leap. I am trying...
by foodnerd
Fri Feb 05, 2010 12:01 am
Forum: Investing - Theory, News & General
Topic: Zweig: Picking the Right Countries (Start at Market Weights)
Replies: 29
Views: 5256

Petrico, I agree. And after reading the Vanguard White Paper on International Stocks and how if their correlation to Domestic stocks increases, that the diversification benefit shrinks. And seeing the news today about the fear of Euro Countries, I am also hestitant to make the 50% leap. I am trying ...
by foodnerd
Wed Feb 03, 2010 10:43 pm
Forum: Investing - Theory, News & General
Topic: Zweig: Picking the Right Countries (Start at Market Weights)
Replies: 29
Views: 5256

Hey guys, I wrote an email to Jason to get further clarification on what he meant and to ask to compare his column to what Dr. Bernstein says (~ 30% International) and what Saint Jack writes (~ 20% International in new updated Common Sense on Investing ). Jason responsed back to me this morning. Her...
by foodnerd
Sat Jan 30, 2010 9:49 pm
Forum: Investing - Help with Personal Investments
Topic: Bond book From Larry Swedroe
Replies: 15
Views: 5833

Re: Larry's Bond Book

Hi caaad: If you wanted one book on Bonds from Swedroe is there a favorite? I have a hard time understanding the complexities of bonds, but I figure he is the place to start. I have been researching them a little on Amazon and thought maybe I could get a little imput or opinion's. Larry's Only Guid...
by foodnerd
Wed Jan 27, 2010 10:49 pm
Forum: Local Chapters and Bogleheads Community
Topic: Tulsa Bogleheads 2nd Meeting
Replies: 13
Views: 3993

I'd like to update the Tulsa Boglehead's on our progress on our adoption. The opportunity I mentioned did not pan out. We did go down to Little Rock to meet with a birth mom, but no decision was made. We are looking forward to the next opportunity and are working to get as prepared as we can when ou...
by foodnerd
Sun Jan 24, 2010 7:19 pm
Forum: Personal Consumer Issues
Topic: [poll] who'll win the Super Bowl (4 teams remain)?
Replies: 62
Views: 9661

How about them Colts! Now if New Orleans can win, then I have my home team against my College Quarterback. Don't know who to root for in that situation. Hope Drew has a good game.

FN
by foodnerd
Sat Jan 23, 2010 2:25 pm
Forum: Investing - Theory, News & General
Topic: is a stable value fund = short term bond fund?
Replies: 17
Views: 4739

Duplicate Post.
by foodnerd
Sat Jan 23, 2010 2:24 pm
Forum: Investing - Theory, News & General
Topic: is a stable value fund = short term bond fund?
Replies: 17
Views: 4739

The 2 downsides to SV funds as compared to short bond funds, as I understand, would be: 1. inability to reap cap gains if short rates fall; 2. reduced safety compared to US treasuries, but not compared to corporates. With regards to (1.), is this a big enough disadvantage that I cannot consider the...
by foodnerd
Mon Jan 18, 2010 1:25 pm
Forum: Local Chapters and Bogleheads Community
Topic: Tulsa Bogleheads 2nd Meeting
Replies: 13
Views: 3993

I want to thank everyone that came to our second meeting and especially to cdwood for arranging the location. I heard some good comments and we had some great discussion about Gold, TIPS and rebalancing. Let me know if the timing was good and how soon do we want to meet again. I think Larry's sugges...
by foodnerd
Tue Jan 12, 2010 11:16 pm
Forum: Investing - Help with Personal Investments
Topic: Help with Family Member's Fidelity Account
Replies: 10
Views: 3920

Difficult question. Does the stable value fund have trading (exiting) restrictions imposed by the fund and would that matter to the holders? Although tempting (lower er), I'd avoid the freedom fund for fixed income with the stock component plus the bond portion seems to be intermediate corporates -...
by foodnerd
Tue Jan 12, 2010 11:15 pm
Forum: Investing - Help with Personal Investments
Topic: Help with Family Member's Fidelity Account
Replies: 10
Views: 3920

Stable value funds are usually produced/backed by insurance companies and provide a fixed yield which may be adjusted as frequently as once a quarter. They are generraly not very risky and the most important issue is the yield. Without that info it would be tough to make recommendations sometimesin...
by foodnerd
Tue Jan 12, 2010 10:30 pm
Forum: Investing - Help with Personal Investments
Topic: Help with Family Member's Fidelity Account
Replies: 10
Views: 3920

If they are too heavy on bonds and cash, why are you looking only at Fixed Income options? You could ask to see the employer's plan description. Maybe they have the brokerage option. With that you could choose virtually anything. It depends on the amount of money involved whether it is worthwhile. ...
by foodnerd
Tue Jan 12, 2010 10:29 pm
Forum: Investing - Help with Personal Investments
Topic: Help with Family Member's Fidelity Account
Replies: 10
Views: 3920

cjackson0 wrote:Is there any indication of the objectives in the Stable Value Fund? Does it have a ticker symbol?

To be honest, I don't really know which would be better.


I checked, no Ticker Symbol on the Stable Value Fund.

FN
by foodnerd
Mon Jan 11, 2010 11:14 pm
Forum: Investing - Help with Personal Investments
Topic: Help with Family Member's Fidelity Account
Replies: 10
Views: 3920

Help with Family Member's Fidelity Account

A family member has asked me to help them with their 401K through Fidelity. After looking at their portfolio and options, I am only seeing three good Fixed Income options: PTRAX - Pimco Total Return - ADM Shares (ER 0.89%, 300% Turnover) FID MGD INC PORT - Stable Value Fund (ER 0.55%) Don't know yie...
by foodnerd
Mon Jan 11, 2010 10:42 pm
Forum: Local Chapters and Bogleheads Community
Topic: Tulsa Bogleheads 2nd Meeting
Replies: 13
Views: 3993

Markjami - I'm estimating between 8 and 10 people. Thank you for volunteering the beverages.

FN
by foodnerd
Sun Jan 10, 2010 9:38 pm
Forum: Local Chapters and Bogleheads Community
Topic: Tulsa Bogleheads 2nd Meeting
Replies: 13
Views: 3993

OK Tulsa Bogleheads, sorry if this took a while, but we had to get some details worked out. OK, here are the details for January 16 meeting. We will be meeting at Asbury Methodist Church at 12:00 pm. The church is located at 6767 S. Mingo Road. Map - http://maps.google.com/maps?hl=en&source=hp&a...
by foodnerd
Tue Dec 29, 2009 10:14 pm
Forum: Investing - Theory, News & General
Topic: Tiger Scandal costs shareholders up to $12 Billion
Replies: 6
Views: 1673

Tiger Scandal costs shareholders up to $12 Billion

http://www.msnbc.msn.com/id/34622961/ns/business-sports_biz/

Not to get into the details of the "scandal", but this is just another example of unpredictablity in the market and why diversification and Indexing are very prudent strategies.

FN
by foodnerd
Tue Dec 29, 2009 9:54 pm
Forum: Local Chapters and Bogleheads Community
Topic: Tulsa Bogleheads 2nd Meeting
Replies: 13
Views: 3993

Hey Guys, sorry about the delay, but it's been hectic here with Christmas activities and meeting some pre-holiday deadlines. Let's set the Date for January 16. I'm working on the location. I would really like to show the Bogleheads 8 DVD's. If we can't find a location with a TV and DVD player, if a...
by foodnerd
Thu Dec 17, 2009 9:33 pm
Forum: Local Chapters and Bogleheads Community
Topic: Tulsa Bogleheads 2nd Meeting
Replies: 13
Views: 3993

Hey Guys, sorry about the delay, but it's been hectic here with Christmas activities and meeting some pre-holiday deadlines. Let's set the Date for January 16. I'm working on the location. I would really like to show the Bogleheads 8 DVD's. If we can't find a location with a TV and DVD player, if an...
by foodnerd
Mon Dec 07, 2009 9:52 pm
Forum: Investing - Help with Personal Investments
Topic: Larry Swedroe Maturity to Yield Strategy
Replies: 19
Views: 4390

If one applies the 0.15% per year of extra maturity rule to the current yield curve ( http://www.bloomberg.com/markets/rates/ ), the 15-year bond yields enough more yield than to the 10-year bond. It makes me wonder about the 0.15% per year rule. Thanks for providing the quote. Maybe an explanation...
by foodnerd
Mon Dec 07, 2009 1:37 pm
Forum: Investing - Help with Personal Investments
Topic: Larry Swedroe Maturity to Yield Strategy
Replies: 19
Views: 4390

Just so everyone is clear, the muni numbers in the previous post do use maturity, not duration--I just wrote the word "duration" by accident in the comment. For the LT TE fund, the duration is 6.9 years, compared to 9.2 years for the maturity. Brad Brad, I ran the numbers (I don't have th...
by foodnerd
Sun Dec 06, 2009 11:56 pm
Forum: Investing - Theory, News & General
Topic: Jack Bogle's New Book
Replies: 37
Views: 7336

Re: JACK BOGLE'S NEW BOOK

Hi Everyone: I was a bit shocked (and saddened) when I went to add my Amazon.com review to Jack's new 10th anniversary update of his best-selling Common Sense on Mutual Funds . I found that there were NO reviews, and my review was actually the only one. As an author, I can assure you that we look f...
by foodnerd
Sun Dec 06, 2009 11:45 pm
Forum: Investing - Help with Personal Investments
Topic: Larry Swedroe Maturity to Yield Strategy
Replies: 19
Views: 4390

Larry Swedroe Maturity to Yield Strategy

I've been re-reading Larry's "The Only Guide to a Winning Bond Strategy You'll ever Need" and he talks about comparing yield to maturity and that you need to have 20 basis points or more of yield to extend out one year of maturity on a bond of similiar credit quality. So I compared the Van...
by foodnerd
Fri Nov 27, 2009 1:26 pm
Forum: Personal Consumer Issues
Topic: January 28th, 1986: Where were you?
Replies: 49
Views: 7976

My Perspective will be different than most people as that day was my 11th birthday in 5th grade and was so looking forward to the shuttle launch on my birthday. When it exploded, I thought I was a jinx for a while.

Still brings up bad memories for me.

FN
by foodnerd
Fri Nov 27, 2009 1:12 pm
Forum: Investing - Theory, News & General
Topic: Jack Bogle and Gold: a time to reassess?
Replies: 46
Views: 9306

If you look at that link, it's taking Mr. Bogle's comments out of context and it is pushing gold (Advertisment on top banner is for gold & silver). It's also reviewing other books about Wall Street I don't think this is credible. FN [I have replaced the poster's link with a link to the original ...
by foodnerd
Sun Nov 22, 2009 3:02 pm
Forum: Investing - Help with Personal Investments
Topic: Factoring in Spouses Pension in Retirement Allocation
Replies: 12
Views: 1980

Thanks guys, appreciate all of the input.
by foodnerd
Sat Nov 21, 2009 11:56 pm
Forum: Investing - Theory, News & General
Topic: Pimco Total Return's Hidden Risks
Replies: 35
Views: 8015

Crap, that is the only bond fund offered in my 401K. I knew it was leveraged, but this is very disconcerting. FN I'm in the same boat. My company stubbornly refuses to offer anything but Pimpco Total Return in the bonds fund category. I have some money invested in the fund, but right now I have gre...
by foodnerd
Sat Nov 21, 2009 10:17 pm
Forum: Investing - Help with Personal Investments
Topic: Factoring in Spouses Pension in Retirement Allocation
Replies: 12
Views: 1980

Re: State pension

FN, It does change things but I don't know how. On one hand you could say that a pension funded by taxes is more secure but it won't be covered by the PBGC. On the other hand it seems there are a lot of unfunded pension liabilities out there at the state level. You might want to look into the finan...
by foodnerd
Sat Nov 21, 2009 8:33 pm
Forum: Investing - Help with Personal Investments
Topic: Factoring in Spouses Pension in Retirement Allocation
Replies: 12
Views: 1980

Re: pension

FN, Don't count it as part of your asset allocation but use it to reduce the size of the portfolio you need to generate enough retirement income. If it is a private company pension it doesn't hurt to be conservative and to reduce the amount you may receive. Check what the Pension Benefits Guarantee...
by foodnerd
Sat Nov 21, 2009 7:37 pm
Forum: Investing - Help with Personal Investments
Topic: Factoring in Spouses Pension in Retirement Allocation
Replies: 12
Views: 1980

Re: Options

FN, You should consider it as part of your retirement plan but there are different ways to do that. 1. Look at the holdings and factor that in as part of your overall asset allocation. It seems you are looking at this option. 2. If your spouse will receive a known and guaranteed income stream then ...
by foodnerd
Sat Nov 21, 2009 12:49 pm
Forum: Investing - Theory, News & General
Topic: Pimco Total Return's Hidden Risks
Replies: 35
Views: 8015

Crap, that is the only bond fund offered in my 401K. I knew it was leveraged, but this is very disconcerting.

FN
by foodnerd
Sat Nov 21, 2009 11:46 am
Forum: Investing - Help with Personal Investments
Topic: Factoring in Spouses Pension in Retirement Allocation
Replies: 12
Views: 1980

Factoring in Spouses Pension in Retirement Allocation

Hey Guys, been reading through the Bogleheads Guide to Retirement Planning (It's really good, and I plan on giving it to my Dad, My Father-In-Law, and My Uncle for Christmas) and after reading the section on Pensions, realized I need to understand more about my wife's pension. Looking at their websi...
by foodnerd
Thu Nov 12, 2009 10:05 pm
Forum: Personal Consumer Issues
Topic: College Football Thread 2009
Replies: 331
Views: 41995

Yup, that was tough. Since the Rose Bowl was probably their most realistic goal anyway (and they can still get there), losing the QB was worse than losing the game. Here's hoping he makes a miraculous recovery. Rampant rumors on the message boards that Stanzi had surgery today to re-attach a torn t...
by foodnerd
Tue Nov 10, 2009 10:25 pm
Forum: Local Chapters and Bogleheads Community
Topic: Tulsa Bogleheads 2nd Meeting
Replies: 13
Views: 3993

Tulsa Bogleheads 2nd Meeting

Hello Tulsa Bogleheads, Sorry it's been awhile, but life has been hectic here at Chateau Foodnerd . I know that the next two months are very hectic times with Football games, Holidays, and all the activities to get ready for the holidays, so I'd like to propose that we have our next Tulsa Bogleheads...
by foodnerd
Sat Nov 07, 2009 6:18 pm
Forum: Investing - Help with Personal Investments
Topic: International Small Cap Index - Missed the Boat ?
Replies: 17
Views: 3440

Same here. I have the Institutional American EuroPacific Growth Fund in my 401K, but it's all large cap. I figure that by adding the international small cap, I can get better exposure to the international asset class and get my international exposure up to about 25% of equities. When I ran the math...
by foodnerd
Sat Nov 07, 2009 6:17 pm
Forum: Personal Consumer Issues
Topic: College Football Thread 2009
Replies: 331
Views: 41995

greg24 wrote:There is great football and great passion in many areas throughout the country.


Greg, Man sorry about your hawkeyes.

Wow, my Boilers won at the Big House today. First Time since 1966. Rodriquez must be sweating bullets right now. I don't know if Michigan will win out.

FN
by foodnerd
Fri Nov 06, 2009 7:43 pm
Forum: Investing - Help with Personal Investments
Topic: International Small Cap Index - Missed the Boat ?
Replies: 17
Views: 3440

Thanks for you reply. Thre reason i asked is because in another thread, I asked about the the placement of this and two other funds in taxable with the idea of building a Trev H type portfolio. One PM recommendation that I received was to simply add some International Small Cap to my International ...
by foodnerd
Fri Nov 06, 2009 1:56 pm
Forum: Investing - Help with Personal Investments
Topic: International Small Cap Index - Missed the Boat ?
Replies: 17
Views: 3440

foodned said " 25% international small cap . . to 75% International Large Cap " Is this the market weight of these two funds, or is this a tilt to small cap? elgob Elgob - I don't have the numbers on the market weights between Large Cap vs Small Cap. Running the numbers on my portfolio, a...
by foodnerd
Fri Nov 06, 2009 11:56 am
Forum: Investing - Help with Personal Investments
Topic: International Small Cap Index - Missed the Boat ?
Replies: 17
Views: 3440

flyfisher wrote:Foodnerd...what if the price does not come down before April 15th?


Flyfisher, I was looking at that as well.

Opponent, I agree with you on the future diverification benefits. Just hated buying on fast rising market. Not market timing, just making sure it's a good value buy right now.

FN
by foodnerd
Fri Nov 06, 2009 11:19 am
Forum: Investing - Help with Personal Investments
Topic: International Small Cap Index - Missed the Boat ?
Replies: 17
Views: 3440

livesoft wrote:There is nothing to get: foodnerd missed all the boats.


Thanks Livesoft. Apparently I did. Any other thoughts?
by foodnerd
Thu Nov 05, 2009 10:10 pm
Forum: Investing - Help with Personal Investments
Topic: International Small Cap Index - Missed the Boat ?
Replies: 17
Views: 3440

I think everyone here would say that if your AA calls for the fund, you should just go for it. Anything else is market timing. OTOH, if you are concerned about the current nav, you could buy the fund minimum, then DCA the ramainder over the next few months. Mike Mike, the minimum was going to be my...
by foodnerd
Thu Nov 05, 2009 10:08 pm
Forum: Personal Consumer Issues
Topic: The Black Swan: Nicholas Taleb Meets Larry David
Replies: 6
Views: 2171

That was funny, thanks for the link.
by foodnerd
Thu Nov 05, 2009 9:29 pm
Forum: Investing - Help with Personal Investments
Topic: International Small Cap Index - Missed the Boat ?
Replies: 17
Views: 3440

International Small Cap Index - Missed the Boat ?

I've been saving up for my 2009 Roth contribution and I was looking at the International Small Cap Index to expand my Asset Class mix, but with the YTD return, is it now too late? I'm getting the feeling that it's not a good investment for now until the price comes down.

Thoughts?

FN
by foodnerd
Mon Oct 26, 2009 11:01 pm
Forum: Personal Consumer Issues
Topic: Thanks Broncos (from a Bears fan)
Replies: 170
Views: 22275

Beautiful and deserving photo, Opponent Process. Should be an elegant meal. I also agree with Jim, not only about Orton at Purdue, but about "misunderestimating" ( ) Purdue quarterbacks when they go pro. There's another Purdue guy named Brees who just breezed through the not-so Giants. Th...
by foodnerd
Mon Oct 26, 2009 10:51 pm
Forum: Investing - Theory, News & General
Topic: CAUTION: FAKE JOHN C. BOGLE FACEBOOK PAGE
Replies: 12
Views: 2458

Re: CAUTION: FAKE JOHN C. BOGLE FACEBOOK PAGE

Hello Everyone: When someone asked me to join the John C. Bogle Facebook page, it sounded fishy to me (Jack's been in the hospital for months, he was working on finishing his latest book, he's not a computer "nerd", and he has much more important things to do than to spend time on Faceboo...
by foodnerd
Sun Oct 25, 2009 3:41 pm
Forum: Personal Consumer Issues
Topic: Good wines for < $10. Add yours here.
Replies: 52
Views: 10076

I'm a big Riesling fan and Chateau St. Michelle makes good quality Rieslings for very reasonable prices. Their Columbia Valley Riesling usually goes for $8 to $10.

http://www.ste-michelle.com/files/FileResource/2791/CSM_FS_08_CV_Riesling%20.pdf

FN