Search found 2214 matches

by Barry Barnitz
Sun May 19, 2019 10:39 am
Forum: Investing - Theory, News & General
Topic: Will ETFs Replace Traditional Funds
Replies: 87
Views: 4779

Re: Will ETFs Replace Traditional Funds

Hi: Here is 2018 information on ETFs in Europe (mutual fund data is not given): Review of the European ETF Market - 2018 . The year 2018 was a tough year for the European fund industry. Despite headwinds from the markets and outflows from their actively managed peers, the promoters of ETFs in Europe...
by Barry Barnitz
Fri May 17, 2019 12:15 pm
Forum: US Chapters
Topic: Richmond, VA Area Local Chapter
Replies: 40
Views: 5688

Re: Richmond, VA Area Local Chapter

Hi:

We have updated your status on our affiliate blog. Here are the updated links. Please pass along any information you wish to add to the page.
We keep track of meetings and events at Upcoming events.

regards,
by Barry Barnitz
Mon May 13, 2019 2:54 am
Forum: Personal Investments
Topic: Vanguard Target Retirement Funds - Investor vs Admiral Shares
Replies: 17
Views: 1699

Re: Vanguard Target Retirement Funds - Investor vs Admiral Shares

HI:

Our blog post, along with the linked blog post by Oblivious Investor, may help explain the regulatory and practical constraints on Vanguard's target retirement funds. See Vanguard fund-of-funds and investor shares.

regards,
by Barry Barnitz
Sun May 12, 2019 11:41 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads® Wiki 2019 annual report
Replies: 5
Views: 1469

Bogleheads® Wiki 2019 annual report

As is customary, on May 13 ( the official day of inception ) we present to the forum membership our annual Wiki report. TedSwippet, who I am sure you all recognize and applaud for his efforts at helping investors, kindly consented to author this year's report. Veteran forum participants and lurkers ...
by Barry Barnitz
Fri May 10, 2019 7:07 pm
Forum: Investing - Theory, News & General
Topic: Guidemark Mutual Funds
Replies: 5
Views: 251

Re: Guidemark Mutual Funds

Hi: Here are some information source materials from Morningstar: GuideMark Mutual Fund Family Data Pages All GuideMark Funds Note that the funds have above average expense ratios: Asset Class Expense Ratio % Expense Rating Domestic Stock 1.05 Average International Stock 1.01 Average Municipal Bond 1...
by Barry Barnitz
Wed May 01, 2019 12:30 pm
Forum: Investing - Theory, News & General
Topic: [How ETFs use "Heartbeat trades" to avoid taxes, Vanguard's patent]
Replies: 90
Views: 5328

Re: Bloomberg--Vanguard Patented a Way to Avoid Taxes on Mutual Funds

Here are some articles from ETF.com dealing with "heartbeat" trading: ETFs’ Tax Fairness Advantage , Dave Nadig, March 29, 2019 ETF Heartbeats Defer, Not Dodge, Taxes , Elizabeth Kasner, April 12, 2019. Behind Vanguard’s ‘Heartbeat’ ETF Flows , Lara Crigger, August 1, 2018. The Heartbeat Of ETF Tax ...
by Barry Barnitz
Mon Apr 29, 2019 7:39 am
Forum: Personal Finance (Not Investing)
Topic: If I Knew Then What I Know Now
Replies: 108
Views: 41186

Re: If I Knew Then What I Know Now

Hi:

Micheal Leboeuf kindly contributed his Arizona State University address to our site's affiliate blog. Here is the blog version: If I knew then what I know now.

regards,
by Barry Barnitz
Mon Apr 22, 2019 8:22 pm
Forum: US Chapters
Topic: San Francisco Mid Peninsula, California Chapter
Replies: 42
Views: 6392

Re: San Francisco Mid Peninsula, California Chapter

HI:

We have added your chapter to our affiliate blog. Here are the pages:
We keep track of local chapter and site events at Upcoming events.

regards,
by Barry Barnitz
Sun Apr 21, 2019 12:01 am
Forum: US Chapters
Topic: Oklahoma City (OKC) Bogleheads Local Chapter
Replies: 31
Views: 2548

Re: Oklahoma City Bogleheads Local Chapter Established

Hi: We have added your local chapter to our affiliate blog. Please let us know when you want more information added to the page. Here are the links: Oklahoma City Bogleheads® Local Chapter South chapters Bogleheads® local chapters Keep us apprised of your local chapter meeting dates, as we attempt t...
by Barry Barnitz
Mon Apr 15, 2019 6:48 pm
Forum: US Chapters
Topic: Western NY Bogleheads Local Chapter Established
Replies: 26
Views: 1634

Re: Western NY Bogleheads Local Chapter Established

Hi:

We have added your chapter to the following pages of our affiliate blog. Please pass along any additional information you would like included to your dedicated page. Here are the links:
regards,
by Barry Barnitz
Thu Apr 04, 2019 1:16 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Announces Plans to Launch Commodities Fund
Replies: 148
Views: 12772

Re: Vanguard Announces Plans to Launch Commodities Fund

Hi:

Here is the preliminary prospectus of the Vanguard Commodity Strategy Fund, filed with the SEC: Prospectus 2019.

regards,
by Barry Barnitz
Wed Mar 27, 2019 5:28 pm
Forum: Spain
Topic: Recommended books [Bogleheads® España wiki - Investment books]
Replies: 1
Views: 236

Recommended books [Bogleheads® España wiki - Investment books]

Hi:

Here is our Wiki Bogleheads® España page organizing and listing the books that members of the Bogleheads® España forum recommend for investors: Libros recomendados.

regards,
by Barry Barnitz
Wed Mar 27, 2019 10:03 am
Forum: Investing - Theory, News & General
Topic: Anyone else gotten totally bored with investing?
Replies: 142
Views: 22782

Re: Anyone else gotten totally bored with investing?

Late last evening I had a most bizarre experience. I received a knock on the door, and was struck with amazement to see my index fund lingering in the doorway. He silently crossed the threshold and tossed off his coat. I was surprised to see his dour expression, being under the impression that the m...
by Barry Barnitz
Thu Mar 14, 2019 12:48 pm
Forum: Investing - Theory, News & General
Topic: Vanguard - Fund Reports, SAI, & Prospectus
Replies: 20
Views: 1460

Re: Vanguard - Fund Reports, SAI, & Prospectus

Hi abuss368:

The wiki provides a page that you might find helpful for navigating EDGAR for Vanguard fund information: see Vanguard SEC listings.

regards,
by Barry Barnitz
Tue Mar 05, 2019 6:17 pm
Forum: Investing - Theory, News & General
Topic: Vanguard is Discontinuing their VanguardAdvantage Accounts
Replies: 613
Views: 50833

Re: Vanguard is Discontinuing their VanguardAdvantage Accounts

A brief news release: Vanguard to end its small cash-management service , InvestmentNews, March 4, 2019. The article provides a link to this forum topic. The VanguardAdvantage program was launched in 2002 as a way to compete with banks. Customers who had between $500,000 and $1 million at Vanguard w...
by Barry Barnitz
Wed Feb 20, 2019 2:44 pm
Forum: Investing - Theory, News & General
Topic: Tributes to Jack Bogle
Replies: 158
Views: 16024

Re: Tributes to Jack Bogle

Dan Otter of 403bWise recollects his meetings with John Bogle in Meeting John Bogle.

regards,
by Barry Barnitz
Fri Feb 08, 2019 4:30 pm
Forum: Non-US Investing
Topic: Is there a 529 (US) equivalent in Australia
Replies: 2
Views: 293

Re: Is there a 529 (US) equivalent in Australia

Hi, Does anyone know if there is a college savings plan in Australia (similar to the 529 we have in US)? Thanks Hi: I am not Australian, but here are two links which might provide you with information regarding options for Australians saving for college expenses. Saving for your children's educatio...
by Barry Barnitz
Thu Jan 31, 2019 8:35 pm
Forum: Non-US Chapters
Topic: Bogleheads Non- US Local Chapters - General Info
Replies: 0
Views: 724

Bogleheads Non- US Local Chapters - General Info

Hi Current and Potential Bogleheads Non-US Local Chapter Members: This subforum is for all of your Local Chapter's current meeting notices, and your exchanges about where to meet, dates, etc. For clarity's sake, please make sure the title of your post includes the name of the Local Chapter, so those...
by Barry Barnitz
Thu Jan 31, 2019 8:09 pm
Forum: Forum Issues and Administration
Topic: Welcome to the new forum layout
Replies: 54
Views: 6796

Re: Welcome to the new forum layout

Is my observation and assumption correct that this new layout does not change the bogleheads.org view? Non US posts, topics, etc. are not distinguished? Yes, the non-US posts et al will appear in the bogleheads.org. view as they have heretofore done. However, they will be tagged with their new foru...
by Barry Barnitz
Wed Jan 30, 2019 8:06 am
Forum: Investing - Theory, News & General
Topic: Vanguard Global Minimum Volitivity Funds: VMVFX and VMIN
Replies: 3
Views: 565

Re: Vanguard Global Minimum Volitivity Funds: VMVFX and VMIN

Hi: The reason you cannot locate the Vanguard Global Minimum Volatilty ETF (VMIN) easily is due to the fact that it is an Australian ETF that trades on the Australian Stock Exchange. A link describing this actively managed ETF can be found on the Vanguard Australia individual investor site: Vanguard...
by Barry Barnitz
Fri Jan 25, 2019 3:01 pm
Forum: Personal Investments
Topic: Brennanist tune-up
Replies: 6
Views: 391

Re: Brennanist tune-up

Hi Dottie:

John Brennan is a former CEO of Vanguard (1996 - 2008). Here is our wiki page: John J. Brennan.

regards,
by Barry Barnitz
Tue Jan 22, 2019 10:41 am
Forum: Forum Issues and Administration
Topic: Forum login problems
Replies: 19
Views: 922

Re: Forum login problems

Hi:
I had the same log-in difficulties very early in the am (when I got home from work). This morning Larry restarted the server and that took care of the problem.

regards,
by Barry Barnitz
Fri Jan 18, 2019 11:17 am
Forum: Investing - Theory, News & General
Topic: Tributes to Jack Bogle
Replies: 158
Views: 16024

Re: Tributes to Jack Bogle

Here is American Enterprise Institute's Mark Perry's tribute to John Bogle: A tribute to the legendary investor and Vanguard Group founder John Bogle with some charts and quotations . You might enjoy this elaboration of a common trope: Here’s a golf analogy from Burton Malkiel: It’s true that when y...
by Barry Barnitz
Thu Jan 17, 2019 7:32 pm
Forum: Investing - Theory, News & General
Topic: Jack Bogle's Obituary From The Family
Replies: 48
Views: 15628

Re: Jack Bogle's Obituary From The Family

Hi Taylor et al:

The Bogle eBlog has also posted this as In Memorium – John C Bogle.

regards,
by Barry Barnitz
Thu Jan 17, 2019 12:58 pm
Forum: Investing - Theory, News & General
Topic: John Bogle has died at age 89
Replies: 856
Views: 50880

Re: John Bogle has died at age 89

The Bogle eBlog has posted this In Memorium – John C Bogle.

regards,
by Barry Barnitz
Thu Jan 17, 2019 2:00 am
Forum: US Chapters
Topic: Forming new chapter-Virginia Beach
Replies: 25
Views: 1731

Re: Forming new chapter-Virginia Beach

Hi:
I have approved your submission and cleared you to post messages.

regards,
by Barry Barnitz
Wed Jan 16, 2019 6:46 pm
Forum: Investing - Theory, News & General
Topic: John Bogle has died at age 89
Replies: 856
Views: 50880

Re: John Bogle is dead at 89

Gulp. It is with a heavy heart that I had to update the wiki page: John Bogle.

regards,
by Barry Barnitz
Tue Jan 15, 2019 5:19 pm
Forum: US Chapters
Topic: Master thread - Providence, Rhode Island Bogleheads Chapter
Replies: 25
Views: 5502

Re: Master thread - Providence, Rhode Island Bogleheads Chapter

Hi:

Here is the chapter page on our site's affiliate blog: Providence/RI Bogleheads®.

regards,
by Barry Barnitz
Mon Jan 14, 2019 5:50 pm
Forum: Investing - Theory, News & General
Topic: Are index fund managers forced to sell stocks when incurring greater trading?
Replies: 28
Views: 2081

Re: Are index fund managers forced to sell stocks when incurring greater trading?

Hi Nisi: Regarding the investment return performance of the SPY ETF. The SPY is structured as a unit investment trust and not as an open-end mutual fund. This structural difference accounts for potential differences of return between SPY and an open-end 500 index fund. Here are the two different asp...
by Barry Barnitz
Thu Jan 10, 2019 5:28 pm
Forum: US Chapters
Topic: Suggestions for the Wiki
Replies: 441
Views: 271222

Re: Suggestions for the Wiki

jlint3024 wrote:
Thu Jan 10, 2019 4:55 pm
Please add QCD - Qualified Charitable Distribution - to your list of Abbreviations and Acronyms
Thanks, the acronym has been added to the list.

regards.
by Barry Barnitz
Fri Jan 04, 2019 8:07 pm
Forum: Personal Investments
Topic: BAM Advisor: Advice on alt funds and allocations
Replies: 54
Views: 2912

Re: BAM Advisor: Advice on alt funds and allocations

Dottie57 wrote:
Fri Jan 04, 2019 7:58 pm
pje wrote:
Thu Jan 03, 2019 10:38 am
My BAM advisor

What is a BAM advisor?
BAM is an abbreviation of Buckingham Advisors. Here is the link to the corporate website: Buckingham Strategic Wealth. Larry Swedroe is a director of research with the firm.

regards,
by Barry Barnitz
Tue Jan 01, 2019 1:28 am
Forum: US Chapters
Topic: Forming new chapter-Virginia Beach
Replies: 25
Views: 1731

Re: Forming new chapter-Virginia Beach

The Hampton Roads Bogleheads® local chapter group page has been updated. See Hampton Roads Bogleheads®. Subscribers are welcome. I have attempted to provide resources to assist in activating a local chapter.

regards,
by Barry Barnitz
Sun Dec 23, 2018 2:31 pm
Forum: US Chapters
Topic: Local Chapter census
Replies: 6
Views: 604

Local Chapter census

Hi: Time for an update census of open and inactive local chapters. Please help fill-in and assure accuracy. Local Chapters marked "Inactive" will be reactivated if there's enough interest and someone volunteers to be the new Local Chapter Coordinator." PM Mel. Chapter 1 - Dallas / Fort Worth (open) ...
by Barry Barnitz
Sat Dec 22, 2018 2:49 am
Forum: US Chapters
Topic: West Michigan Bogleheads Chapter - chat
Replies: 46
Views: 4016

Re: West Michigan Bogleheads Chapter - chat

Hi :

We have created a page for the West Michigan Bogleheads® Local Chapter on our site's affiliate blog. We can add information as it accrues.

Here is the link --> West Michigan Bogleheads® Local Chapter.

The chapter is placed in our group of active mid west chapters.

regards,
by Barry Barnitz
Tue Dec 18, 2018 1:58 am
Forum: Investing - Theory, News & General
Topic: [Understanding volatility in ultrashort bond funds]
Replies: 51
Views: 6114

Re: [Understanding volatility in ultrashort bond funds]

Hi: Dave Nadig at ETF.com has an article examining the recent discount to net asset value performance of FLOT (iShares Floating Rate Bond ETF): ‘FLOT’: When An ETF Discount Is Good , December 11, 2018. The issue revolves around the fact that floating rate bonds are not very liquid. In this instance ...
by Barry Barnitz
Thu Dec 13, 2018 3:02 pm
Forum: Investing - Theory, News & General
Topic: NPR On Point: Stock Market Distress Signal: How Low-Cost Index Funds Are Taking Over
Replies: 26
Views: 4444

Re: NPR On Point: Stock Market Distress Signal: How Low-Cost Index Funds Are Taking Over

I guess the answer to this is Vanguard 1, Vanguard 2, Vanguard 3, Fidelity 1, Fidelity 2, Fidelity 3, Blackrock 1, Blackrock 2, and Blackrock 3. The Teddy Roosevelt solution. Vanguard already has both a "Vanguard Total Bond Market Index Fund" and a "Vanguard Total Bond Market II Index Fund" (which ...
by Barry Barnitz
Thu Dec 13, 2018 2:17 pm
Forum: Investing - Theory, News & General
Topic: NPR On Point: Stock Market Distress Signal: How Low-Cost Index Funds Are Taking Over
Replies: 26
Views: 4444

Re: NPR On Point: Stock Market Distress Signal: How Low-Cost Index Funds Are Taking Over

How Vanguard has voted Proxies: https://about.vanguard.com/investment-stewardship/how-our-funds-voted/ In addition to the Vanguard site link, the SEC EDGAR site provides historical proxy votes. The wiki has a page that helps render the somewhat arcane SEC listings more accessible. See ---> Vanguard...
by Barry Barnitz
Wed Dec 12, 2018 12:20 am
Forum: US Chapters
Topic: Forming new chapter-Virginia Beach
Replies: 25
Views: 1731

Re: Hampton Roads VA Local Chapter Status?

Hi:

The Hampton Roads chapter is inactive. Please refer to Hampton Roads Bogleheads® - Financial Page for details.

See also the What Happened to Hampton Roads Chapter topic.

regards,
by Barry Barnitz
Tue Dec 11, 2018 1:32 pm
Forum: US Chapters
Topic: Suggestions for the Wiki
Replies: 441
Views: 271222

Re: Suggestions for the Wiki

Hello admins, Do you think a link to the excerpts from Mr. Bogle''s Princeton thesis can be posted in the wiki's. https://www.etf.com/docs/magazine/2/2012_201.pdf Page 10 has the excerpts. Here is a direct link to the excerpts: The Economic Role Of The Investment Company , February 28, 2012, ETF.co...
by Barry Barnitz
Sat Dec 08, 2018 12:43 pm
Forum: Non-US Investing
Topic: Vanguard launching robo-avisor in Canada
Replies: 1
Views: 265

Vanguard launching robo-avisor in Canada

Hi: Perhaps of interest to our Canadian forum members: A low-cost global investing giant is about to launch a robo-adviser in Canada December 7, 2018,The Globe and Mail. Global investment giant Vanguard Group is set to launch a Canadian robo-adviser service within the next 18 months in a move that w...
by Barry Barnitz
Wed Dec 05, 2018 8:33 pm
Forum: Investing - Theory, News & General
Topic: Morningstar forum gone?
Replies: 11
Views: 1632

Re: Morningstar forum gone?

Mel Lindauer wrote:
Wed Dec 05, 2018 7:50 pm
The search feature is basically useless, since it can't seem to find things that I know exist.
There is modest help in the wiki: Index to important posts on Morningstar, compiled by Roger (statsguy) and Taylor Larimore, lists important posts on the Morningstar Vanguard Diehards forum.

regards,
by Barry Barnitz
Tue Dec 04, 2018 7:45 pm
Forum: US Chapters
Topic: LadyGeek -- the next 10K poster!
Replies: 39
Views: 5646

Re: LadyGeek -- the next 10K poster!

Hi: We recently interviewed LadyGeek about her numerous roles with bogleheads.org and affilitate sites on our affiliate Financial Page blog. In the interview she discusses how she came to the site, and explains her roles as administrator of sites and moderator. Here is the link: Interview with LadyG...
by Barry Barnitz
Mon Dec 03, 2018 2:20 pm
Forum: Investing - Theory, News & General
Topic: [Understanding volatility in ultrashort bond funds]
Replies: 51
Views: 6114

Re: [Understanding volatility in ultrashort bond funds]

b0B, I don't know whether floating rate bond funds are customarily included in lists of "ultrashort bond funds." Since you've been looking at them, from the thread title and initial reference to FLOT and FLRN, I gather that they are. If I've learned anything at all from this thread, it seems to me ...
by Barry Barnitz
Sat Dec 01, 2018 3:33 pm
Forum: US Chapters
Topic: Bogleheads blog and Bogleheads Facebook page
Replies: 2
Views: 627

Re: Bogleheads blog and Bogleheads Facebook page

Hi:

Thanks siamond. The blog post has already received a "like"from a blogger :happy .

Thanks also to Kathleen, Nadeem, and Mahendra for the interview.
by Barry Barnitz
Fri Nov 30, 2018 9:18 pm
Forum: Investing - Theory, News & General
Topic: [Understanding volatility in ultrashort bond funds]
Replies: 51
Views: 6114

Re: Ultrashort bond funds in freefall

Hi: Note that a non-treasury floating rate bond is subject to "spread duration", which can be considerable. From the wiki: Floating rate bonds are also subject to spread duration. [3] Basically, spread duration approximately measures the change in a floating rate bond's price with changes in credit ...
by Barry Barnitz
Mon Nov 26, 2018 5:36 am
Forum: Investing - Theory, News & General
Topic: Boglehead Contest: History of predictions.
Replies: 6
Views: 864

Re: Boglehead Contest: History of predictions.

Hi: Here is the link to the spreadsheet: Boglehead Contest . The spreadsheet data is used for a blog article I am composing for our affiliate Financial Page blog. Since we are closing in on the year end and the final 2018 contest results I am delaying publication of the piece until I can incorporate...
by Barry Barnitz
Mon Nov 19, 2018 7:59 pm
Forum: Investing - Theory, News & General
Topic: Vanguard lowering Admiral level to $3,000?
Replies: 227
Views: 20287

Re: Vanguard lowering Admiral level to $3,000?

Hi;

For those interested in Vanguard fund-of-funds and investor shares, here is an analysis as of mid-year, courtesy of our affiliate blog, Financial Page: Vanguard fund-of-funds and investor shares.

regards,
by Barry Barnitz
Fri Nov 16, 2018 2:14 pm
Forum: Investing - Theory, News & General
Topic: News: Vanguard rolls out HSA's
Replies: 11
Views: 2582

News: Vanguard rolls out HSA's

Hi: Link: Vanguard rolls out HSAs for 401(k) participants , Greg Iacurci, RPA, Investment News, Nov 15, 2018 @ 4:41 pm. Vanguard Group will start offering health savings accounts to its defined-contribution-plan clients, the retirement-plan record keeper and asset manager announced Thursday, capital...