Search found 2249 matches

by Barry Barnitz
Mon Nov 11, 2019 8:05 pm
Forum: Investing - Theory, News & General
Topic: Boglehead Podcasts: Volunteers needed to convert the audio into text
Replies: 14
Views: 1284

Re: Boglehead Podcasts: Volunteers needed to convert the audio into text

Here is a first pass transcript of Episode 003 with Jonathan Clements. The accent from across the pond can be tricky. I have highlighted some words and passages in red. Speaker transitions may also need editing. And since I have no audio, this needs to checked and validated by hearing the podcast. T...
by Barry Barnitz
Sun Nov 10, 2019 8:46 pm
Forum: Investing - Theory, News & General
Topic: Boglehead Podcasts: Volunteers needed to convert the audio into text
Replies: 14
Views: 1284

Re: Boglehead Podcasts: Volunteers needed to convert the audio into text

Thanks,

Published on the Bogle Center for Financial Literacy site, and ancillary pages. Link: Bogleheads on Investing – Episode 004 transcript.

regards,
by Barry Barnitz
Sun Nov 10, 2019 6:22 pm
Forum: Investing - Theory, News & General
Topic: Boglehead Podcasts: Volunteers needed to convert the audio into text
Replies: 14
Views: 1284

Re: Boglehead Podcasts: Volunteers needed to convert the audio into text

Hi: Here is a first go at a transcription of Episode 004 with Christine Benz. There are two small passages that I cannot make sense of, and there are a number of words that I cannot decipher. These are marked in red. Also there are a few places where I am unsure how to attribute the speaker. These a...
by Barry Barnitz
Sun Nov 10, 2019 1:30 pm
Forum: Investing - Theory, News & General
Topic: Boglehead Podcasts: Volunteers needed to convert the audio into text
Replies: 14
Views: 1284

Re: Boglehead Podcasts: Volunteers needed to convert the audio into text

Hi:

Thanks! I have posted the transcript and have linked it on all appropriate pages. Four down, eleven to go.

regards,
by Barry Barnitz
Sat Nov 09, 2019 12:58 pm
Forum: Investing - Theory, News & General
Topic: Boglehead Podcasts: Volunteers needed to convert the audio into text
Replies: 14
Views: 1284

Re: Boglehead Podcasts: Volunteers needed to convert the audio into text

Here is Episode 011 with Mel Lindauer. There are segments around the ten to thirteen minute mark, that need transcription, and speaker attribution around the thirty to thirty three minute mark needs affirmation. Audio verification is also required. Unclear guesses are highlighted in red. Google docs...
by Barry Barnitz
Fri Nov 08, 2019 7:10 pm
Forum: Investing - Theory, News & General
Topic: Boglehead on Investing Podcast, partial transcription of Episode 1 with John C. Bogle
Replies: 36
Views: 2344

Re: Boglehead on Investing Podcast, partial transcription of Episode 1 with John C. Bogle

First draft clean-up (without an audio check) of this segment of Episode nine. Rick Ferri: Welcome to Bogleheads on Investing episode number nine. And this episode I'll be speaking with Dr. Wesley Gray, CEO of Alpha Architect where he and his colleagues are breaking new ground. And the author of thr...
by Barry Barnitz
Fri Nov 08, 2019 11:55 am
Forum: Investing - Theory, News & General
Topic: Boglehead Podcasts: Volunteers needed to convert the audio into text
Replies: 14
Views: 1284

Re: Boglehead Podcasts: Volunteers needed to convert the audio into text

Here is the remainder of the first five minutes of the interview, after the introduction, for Episode 15. Please check for accuracy: Rick Ferri: I'm so glad to have you on the show I get so many questions about exchange-traded funds versus mutual funds: What should I buy ? Should I buy an ETF? Shoul...
by Barry Barnitz
Fri Nov 08, 2019 12:00 am
Forum: Investing - Theory, News & General
Topic: Boglehead Podcasts: Volunteers needed to convert the audio into text
Replies: 14
Views: 1284

Re: Boglehead Podcasts: Volunteers needed to convert the audio into text

Hi:

Episode 11 with Mel Lindauer is ready for corrective editing by audio comparison to the written text. Here is the google spreadsheet Episode 011: Mel Lindauer.

The introduction, shaded in blue, has already been published.

regards
by Barry Barnitz
Wed Nov 06, 2019 7:35 pm
Forum: Investing - Theory, News & General
Topic: Boglehead Podcasts: Volunteers needed to convert the audio into text
Replies: 14
Views: 1284

Re: Boglehead Podcasts: Volunteers needed to convert the audio into text

Hi: It is not much, but I have have posted the finished formatted podcast introductions from each of the ten available raw transcriptions that have yet to be transcribed on the Bogle Center posts. We have three finished transcripts (1,5 and 12), and the raw transcript from episode no. nine is not ye...
by Barry Barnitz
Wed Nov 06, 2019 11:41 am
Forum: Investing - Theory, News & General
Topic: Boglehead on Investing Podcast, partial transcription of Episode 1 with John C. Bogle
Replies: 36
Views: 2344

Re: Boglehead on Investing Podcast, partial transcription of Episode 1 with John C. Bogle

Hi: A dedicated thread is probably a good idea, or a moderator/administrator might revise the title of this thread. I think I have the first couple of minutes of Episode 2 transcribed accurately. If you all will check this out, I can go ahead and copy this into the Bogle Center page (all fourteen of...
by Barry Barnitz
Tue Nov 05, 2019 8:41 pm
Forum: Investing - Theory, News & General
Topic: Boglehead on Investing Podcast, partial transcription of Episode 1 with John C. Bogle
Replies: 36
Views: 2344

Re: Boglehead on Investing Podcast, partial transcription of Episode 1 with John C. Bogle

Hi: I was able to copy a very raw version of Episode 002 with Dr. David Blitzer into google docs. I transcribed (without audio) roughly the first five minutes, with two vacant patches, where I could not make a coherent assessment. I put in punctuation and paragraphing, which should make reading and ...
by Barry Barnitz
Fri Oct 25, 2019 5:33 pm
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 2626
Views: 1707879

Re: The Three-Fund Portfolio

Hi all As a UK investor, I have been looking and reading with interest the philosophy of having a 3 fund portfolio. However when I look at the at the 3-funds portfolio wiki page, there is a big warning at the top that the page contains details specific to US investors. Is that because the Vanguard ...
by Barry Barnitz
Thu Oct 17, 2019 3:10 pm
Forum: Investing - Theory, News & General
Topic: Vanguard's "Bogle Site" gone, but most material available at johncbogle.com
Replies: 59
Views: 12018

Re: Vanguard's "Bogle Site" gone, but most material available at johncbogle.com

Hi: I have posted a topic on the Bogleheads® España forum that provides the background to the topic here, as well as the links to: 1. The Bogleheads wiki user page . 2. The Financial Page John Bogle articles and speeches page. 3, The published spreadsheet . Here is the link to Discursos y artículos ...
by Barry Barnitz
Mon Oct 14, 2019 5:19 pm
Forum: Investing - Theory, News & General
Topic: Error in Wiki? (approximating total stock market)
Replies: 2
Views: 450

Re: Error in Wiki? (approximating total stock market)

HI:

I have corrected the link to the Fidelity Mid Cap Index fund.

thanks,
by Barry Barnitz
Mon Oct 07, 2019 7:23 pm
Forum: Investing - Theory, News & General
Topic: Vanguard's "Bogle Site" gone, but most material available at johncbogle.com
Replies: 59
Views: 12018

Re: Vanguard's "Bogle Site" gone, but most material available at johncbogle.com

Hi: Forum members might find the following materials of interest. At the suggestion of Taylor Larimore, I have created a development page on the wiki in which I have attempted to find links to the Bogle speeches.The list is based on the speech links listed at the Bogle blog. In many instances, I was...
by Barry Barnitz
Thu Oct 03, 2019 12:25 pm
Forum: Investing - Theory, News & General
Topic: Vanguard will use blockchain to share index data
Replies: 72
Views: 10357

Re: Vanguard will use blockchain to share index data

Hi: Vanguard is testing using blockchain technology in the foreign exchange market: Vanguard to Challenge Banks’ Grip on $6 Trillion Currency Market Alistair Marsh, Bloomberg, October 3, 2019. Having revolutionized the business of buying stocks, Vanguard Group is now coming for currencies. The inves...
by Barry Barnitz
Thu Sep 19, 2019 6:41 pm
Forum: Investing - Theory, News & General
Topic: Vanguard said to offer Digital Advisory Service [Robo-Advisor]
Replies: 85
Views: 7321

Re: Vanguard said to offer Digital Advisory Service

Hi: You can download the brochure regarding Vanguard Digital Advisors at the SEC. Here is the link to the IAPD-Part 2 filings page: Vanguard Advisers Inc. . As of 9/19/2019, the download file is the first file listed, having been submitted on 9/16/2019. The 31 page brochure Table of Contents Table o...
by Barry Barnitz
Mon Sep 16, 2019 10:05 am
Forum: US Chapters
Topic: Join the Wiki!
Replies: 63
Views: 64859

Re: Join the Wiki!

Thanks! I have added you as a wiki editor. Please check your Private Messages inbox.

regards,
by Barry Barnitz
Wed Aug 28, 2019 6:31 pm
Forum: Investing - Theory, News & General
Topic: Index Funds Bubble? [Michael Burry article]
Replies: 242
Views: 27756

Re: Index Funds Bubble?

Hi:

According to S&P:
There is over USD 9.9 trillion indexed or benchmarked to the index, with indexed assets comprising approximately USD 3.4 trillion of this total.
regards,
by Barry Barnitz
Fri Aug 23, 2019 4:42 pm
Forum: Investing - Theory, News & General
Topic: Vanguard supervisor and brother-in-law stole over $2M from dead customers and dormant accounts
Replies: 30
Views: 6057

Former Vanguard employee convicted of fraud

[Thread merged into here, see below. --admin LadyGeek] Hi: Link: Former Vanguard Employee Sentenced to Four Years for Fraud Scheme , U.S. Attorney’s Office Eastern District of Pennsylvania, August 22, 2019. United States Attorney William M. McSwain announced that Scott Capps, 48, of Coatesville, Pe...
by Barry Barnitz
Thu Aug 22, 2019 7:41 pm
Forum: Non-US Investing
Topic: [wiki] New page on Robo-advisers for non-US investors
Replies: 10
Views: 716

Re: [wiki] New page on Robo-advisers for non-US investors

Hi:

I have cleaned-up links and references; also the cited materials use "advisor" so I have used this spelling throughout the page (and page title).

regards,
by Barry Barnitz
Fri Aug 09, 2019 11:13 am
Forum: Non-US Investing
Topic: Boglebot - tool to help non-US investors to implement the 2-fund portfolio
Replies: 16
Views: 2799

Re: Volunteers to help with a Boglebot idea

Hi: I have notified our Spanish affiliates of this project. Here is the link: Boglehead Bot (The International Boglebot) . Hola amigos! Los compañeros del foro hermano (o padre ;-) ) bogleheads.org han comenzado un nuevo proyecto al que nos invitan. Os dejo los enlaces por si os interesa: Voluntario...
by Barry Barnitz
Thu Jul 25, 2019 11:33 am
Forum: US Chapters
Topic: Suggestions for the Wiki
Replies: 461
Views: 317405

Re: Suggestions for the Wiki

funktor wrote:
Thu Jul 25, 2019 11:18 am
There is a typo on https://www.bogleheads.org/wiki/Target_date_funds

Search the page for "retirment". It is in the Criticisms section :wink:
Thanks, typo corrected.

regard,
by Barry Barnitz
Thu Jul 18, 2019 6:49 pm
Forum: US Chapters
Topic: New Orange County, CA Local Chapter established
Replies: 70
Views: 7288

Re: New Orange County, CA Local Chapter established

Hi:

We have added your chapter to our affiliate blog. Here are the links:
regards,
by Barry Barnitz
Sun Jul 07, 2019 5:54 am
Forum: Personal Investments
Topic: Any secret Vanguard funds hidden on the institutional side?
Replies: 4
Views: 1061

Re: Any secret Vanguard funds hidden on the institutional side?

Hi Socrates: The institutional funds, collective investment trusts, and stable value trusts are designed for the gamut of employer-provided plans (such as 401-k and 457 plans) and are not available to the individual personal investor. The site also includes the ETF's that Vanguard prefers to market ...
by Barry Barnitz
Thu Jul 04, 2019 7:04 am
Forum: Investing - Theory, News & General
Topic: Hidden Vanguard etf?
Replies: 20
Views: 5221

Re: Hidden Vanguard etf?

Hi:

In addition to the advisors site, you can also find ETFs on the institutional site: Investments. The "structure" menu box allows you to limit the output to ETFs.

regards,
by Barry Barnitz
Fri Jun 21, 2019 6:31 pm
Forum: Personal Investments
Topic: Suggestion for updating "Asking Portfolio Questions" thread
Replies: 222
Views: 21663

Re: Suggestion for updating "Asking Portfolio Questions" thread

Hi:
I am not very good with creating images either. Here is a very rough rendition:

Image
by Barry Barnitz
Fri Jun 21, 2019 10:54 am
Forum: Personal Investments
Topic: Suggestion for updating "Asking Portfolio Questions" thread
Replies: 222
Views: 21663

Re: Suggestion for updating "Asking Portfolio Questions" thread

The requested way to do this looks like this: Not like this: Taxable: Taxable: 35% Fidelity Total Lunar Active Fund 50% Fidelity Total Lunar Active Fund 35% Schwab Black Hole Bonds Fund 50% Schwab Black Hole Bonds Fund His 401k: His 401k: 03% Vanguard Total Jupiter Stock Market Index fund 10% Vangu...
by Barry Barnitz
Fri Jun 21, 2019 10:20 am
Forum: Investing - Theory, News & General
Topic: Vanguard 500 Index Expense Ratio History
Replies: 9
Views: 1332

Re: Vanguard 500 Index Expense Ratio History

Hi: The fund also imposed a quarterly $1.50 account maintenance fee through 1985; and a $2.50 quarterly account maintenance fee through 1994. During much of this time, the minimum investment in the fund was $1000. Also during this period, the annual maximum annual IRA contribution limit was $1500 (1...
by Barry Barnitz
Thu Jun 20, 2019 3:25 am
Forum: Investing - Theory, News & General
Topic: Vanguard joins ishares in the trillion dollar club
Replies: 4
Views: 1183

Re: Vanguard joins ishares in the trillion dollar club

I wonder what percentage of the iShares ETFs are managed by Fidelity. Hi: Ishares are a product issued by Blackrock. Fidelity does not issue or manage them. The firm offers selected ishares on their brokerage platform at zero commission. Fidelity issues and manages its own suite of ETF's, which are...
by Barry Barnitz
Wed Jun 19, 2019 2:32 pm
Forum: Investing - Theory, News & General
Topic: Vanguard joins ishares in the trillion dollar club
Replies: 4
Views: 1183

Vanguard joins ishares in the trillion dollar club

Hi: June 18, 2019 marks the first time that Vanguard's ETF's have passed the 1 trillion AUM dollar mark here in the US market. See the ETF League Table 2019-06-18 . Welcome to the ETF.com league table. On this page, you’ll find the U.S. ETF market through different lenses: brand and issuer. What’s t...
by Barry Barnitz
Sun May 19, 2019 10:39 am
Forum: Investing - Theory, News & General
Topic: Will ETFs Replace Traditional Funds
Replies: 87
Views: 5236

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: 76
Views: 10453

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: 21
Views: 2439

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: 1560

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: 331

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: "Vanguard Patented a Way to Avoid Taxes on Mutual Funds"
Replies: 140
Views: 9753

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: 115
Views: 50656

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: 51
Views: 10119

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: 52
Views: 6347

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: 34
Views: 3133

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: 195
Views: 23787

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: 505

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: 24141

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: 1624

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,