Search found 2288 matches

by Barry Barnitz
Mon May 25, 2020 12:18 pm
Forum: Investing - Theory, News & General
Topic: Boglehead on Investing Podcast, partial transcription of Episode 1 with John C. Bogle
Replies: 39
Views: 3291

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

Hi all:

Here is a first draft transcription of the Episode 19 podcast with Dr. Jim Dahle: Episode 19 google doc.

The draft requires verification by comparison with the audio.

regards,
by Barry Barnitz
Sun May 17, 2020 9:50 am
Forum: Investing - Theory, News & General
Topic: Bogleheads® Wiki 2020 annual report
Replies: 5
Views: 790

Re: Bogleheads® Wiki 2020 annual report

A big thank you to all the contributors to the wiki and especially to our editor in chief, Lady Geek. Any idea what happened between roughly March 2017 and end of 2018 when the average number of page visits per day roughly tripled before returning to about the previous years' trend line growth? The...
by Barry Barnitz
Wed May 13, 2020 7:54 am
Forum: Investing - Theory, News & General
Topic: Bogleheads® Wiki 2020 annual report
Replies: 5
Views: 790

Bogleheads® Wiki 2020 annual report

May 13 marks the twelth anniversary of the creation of our site's wiki, The Bogleheads Wiki . As is customary, we craft an annual report for the community on the anniversary date. This year's report is offered to our forum's membership by wiki administrator and editor Lady Geek . Bogleheads® Wiki 20...
by Barry Barnitz
Sat May 09, 2020 11:12 am
Forum: Investing - Theory, News & General
Topic: Jack Bogle....The Legacy Less Traveled.
Replies: 18
Views: 2795

Re: Jack Bogle....The Legacy Less Traveled.

Hi: Here is an article which discusses the May 5 webinar: What Would Bogle Say About Todays Markets , Bernice Napich, Think Advisor, May 8, 2020. He would say, ‘ ‘Don’t do something, just stand there,’ “ said Jane Bryant Quinn, a financial writer who participated in a recent remembrance of the Bogle...
by Barry Barnitz
Sun May 03, 2020 12:33 pm
Forum: Investing - Theory, News & General
Topic: Boglehead on Investing Podcast, partial transcription of Episode 1 with John C. Bogle
Replies: 39
Views: 3291

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

Hi: Now might be a good time, if you have extra time and would like to help. We have a number of initial pass transcriptions available for examination and corrected editing (by comparing the transcription to the podcast broadcast). Here are the available transcriptions ready for proof-reading: 1. Ep...
by Barry Barnitz
Thu Apr 23, 2020 2:59 pm
Forum: Investing - Theory, News & General
Topic: "Retail investors who believed they were investing in crude oil"
Replies: 51
Views: 4136

Re: "Retail investors who believed they were investing in crude oil"

Hi: Two articles at ETF.com. appertaining to Oil exchange-traded securities: More Big Changes For Biggest Oil ETF , Lar Crigger, April 22, 2020. For the world's largest oil fund, the situation changes by the day—sometimes, by the hour. Yesterday, several new developments occurred for the $5 billion ...
by Barry Barnitz
Mon Apr 20, 2020 6:04 pm
Forum: Personal Investments
Topic: Historical Per Share Dividends - where to find??
Replies: 3
Views: 270

Re: Historical Per Share Dividends - where to find??

Hi:

We have per share distribution information available on the blog: Here are the links:

* Vanguard per share distributions
* Fidelity and Schwab index funds: per share distributions

Information is derived from annual reports (historical annual reports on the EDGAR database).

regards,
by Barry Barnitz
Mon Apr 20, 2020 12:31 pm
Forum: US Chapters
Topic: Join the Wiki!
Replies: 79
Views: 77463

Re: Join the Wiki!

HI Farragut:

Please check your pm's. Instructions for completing your wiki editorship are included in the pm.

regards,
by Barry Barnitz
Sat Apr 18, 2020 3:59 pm
Forum: Investing - Theory, News & General
Topic: My Road to Investment Success
Replies: 29
Views: 3739

Re: My Road to Investment Success

Hi: Taylor was gracious in granting us an interview regarding his history as an investor. Please see: Interview with Taylor Larimore: Taylor's investment journey . Here you can learn about Taylor's experience with investment clubs, brokers, his newsletter, his move to Vanguard, and the subsequent ev...
by Barry Barnitz
Fri Apr 17, 2020 12:23 pm
Forum: Investing - Theory, News & General
Topic: Forget Wall Street, lets talk main street
Replies: 12
Views: 1039

Re: Forget Wall Street, lets talk main street

My main street small business employer has retained me (I am a part-time employee who does the daily books), but he cannot pay me, as sales for the business are down 50 to 60 per cent. He will settle up if and when business returns to normal. My erstwhile full time small business employer has closed...
by Barry Barnitz
Wed Apr 08, 2020 3:25 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads blog - March 2020 postings
Replies: 2
Views: 473

Re: Bogleheads blog - March 2020 postings

You might be interested in the following blog stats for the month of March:

March Blog views: 13,936
March: Added followers: 16

Total stats since January (incorporation of blog on bogleheads.org.):
Blog views: 37,915
Followers: 44

regards,
by Barry Barnitz
Fri Apr 03, 2020 11:21 am
Forum: Investing - Theory, News & General
Topic: Bogle Financial Markets Research Center?
Replies: 5
Views: 377

Re: Bogle Financial Markets Research Center?

Hi all: The Bogle article and speeches spreadsheet is now available at two locations: Here on bogleheads.org., the page is on our blog , as a sub-menu under "Who are the Bogleheads?": John Bogle articles and speeches . A version of the page is also available at The John C. Bogle Center for Financial...
by Barry Barnitz
Fri Mar 27, 2020 8:35 pm
Forum: US Chapters
Topic: How Is Your Job Being Impacted By The Current Crisis?
Replies: 503
Views: 50461

Re: How Is Your Job Being Impacted By The Current Crisis?

Hi: I am currently only working a part-time job as I transition to semi-retirement. This part time job consists of doing the daily sales ledger for a small business in a resort area. Normally, business activity begins to increase in March, and steadily increases through the summer vacation season. T...
by Barry Barnitz
Mon Mar 23, 2020 6:37 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard Is Combining Two Slumping Value Funds]
Replies: 5
Views: 919

Vanguard to merge Value funds

Hi: Press release: Vanguard to Streamline Value Fund Lineup with Planned Merger Vanguard has announced plans to merge the $770 million Vanguard Capital Value Fund into the $17.6 billion Vanguard Windsor Fund. Following the merger, which is expected to be completed in mid-2020, the combined fund will...
by Barry Barnitz
Tue Mar 17, 2020 11:31 pm
Forum: Investing - Theory, News & General
Topic: A time to EVALUATE your jitters
Replies: 417
Views: 398279

Re: A time to EVALUATE your jitters

Hi all:

This topic is also produced (with downloaded images) on our site's blog. Here is the blog version: A time to EVALUATE your jitters.

regards,
by Barry Barnitz
Mon Mar 16, 2020 1:18 pm
Forum: Investing - Theory, News & General
Topic: Bogle Financial Markets Research Center?
Replies: 5
Views: 377

Re: Bogle Financial Markets Research Center?

I have been unable to locate an archive of Mr. Bogle's speeches/papers that were previously available on the Bogle Financial Markets Research Center website. Have these words of wisdom disappeared from the www? Hi Rupert: In addition to the original sources (Bogle eBlog, SSRN etc.) we have organize...
by Barry Barnitz
Mon Feb 24, 2020 10:41 pm
Forum: Investing - Theory, News & General
Topic: "Morningstars 2020 Tax and IRA Guide"
Replies: 3
Views: 454

Re: "Morningstars 2020 Tax and IRA Guide"

Eagle33 wrote:
Mon Feb 24, 2020 10:06 pm
:oops: Why didn't I think of listing the article in my post?

Morningstar's 2020 Tax and IRA Guide
Formatted link.

regards
by Barry Barnitz
Sun Feb 16, 2020 2:48 am
Forum: Investing - Theory, News & General
Topic: "Don't Fall For It" -- A Gem by Ben Carlson
Replies: 12
Views: 3255

Re: "Don't Fall For It" -- A Gem by Ben Carlson

Hi;

Taylor's post has been added to the wiki: Taylor Larimore's Investment Gems.

regards,
by Barry Barnitz
Sat Feb 15, 2020 2:51 pm
Forum: Investing - Theory, News & General
Topic: Thoughts on Fidelity's new Zero funds
Replies: 36
Views: 3557

Re: Thoughts on Fidelity's new Zero funds

Im noticing trend here, why the trend towards etfs for taxable accounts? Because ETF's tend to be very efficient in not distributing capital gains. For example, the Schwab and Fidelity very low cost index funds tend to distribute capital gains distributions, whereas the Schwab ETFs, covering the sa...
by Barry Barnitz
Fri Feb 14, 2020 8:24 pm
Forum: Investing - Theory, News & General
Topic: Fidelity Wiki Page Updates Initial Review
Replies: 58
Views: 3749

Re: Fidelity Wiki Page Updates Initial Review

Awesome job :sharebeer. Thank you. Why did you not include FNILX or FSPGX as other Large Cap index funds in the table? I realize there’s overlap with the S&P 500, but they are still good low cost available index funds. Added Large Cap Index segment to the table: User:Lexor/Fidelity#Index_Funds . re...
by Barry Barnitz
Fri Feb 14, 2020 2:37 pm
Forum: Investing - Theory, News & General
Topic: Fidelity Wiki Page Updates Initial Review
Replies: 58
Views: 3749

Re: Fidelity Wiki Page Updates Initial Review

Hi lexor:

I added Schwab funds to the table and bolded lowest expense ratios so that the table matches the descriptive text.

regards,
by Barry Barnitz
Fri Feb 14, 2020 12:08 pm
Forum: Investing - Theory, News & General
Topic: Fidelity Wiki Page Updates Initial Review
Replies: 58
Views: 3749

Re: Fidelity Wiki Page Updates Initial Review

Are the tables growing on people or should I scrap them? https://www.bogleheads.org/wiki/User:Lexor/Fidelity#Stock_Index_Funds I've updated them to separate stocks, bonds and balanced funds and the plan would be to move these tables to their own wiki page and embed it in the pages of the various br...
by Barry Barnitz
Wed Feb 12, 2020 4:58 pm
Forum: Investing - Theory, News & General
Topic: 2019 Hedge Fund Contest
Replies: 250
Views: 26428

Re: 2019 Hedge Fund Contest

Hi: We have published an overall summary of the 2019 Bogleheads Hedge Fund final results on the blog: 2019 Bogleheads Hedge Fund Contest . Some highlights from the page: The usual wide dispersion of the returns resulted in an average 8.1% return for the contest. The average performance did not match...
by Barry Barnitz
Fri Jan 31, 2020 10:07 am
Forum: Investing - Theory, News & General
Topic: Fidelity Wiki Page Updates Initial Review
Replies: 58
Views: 3749

Re: Fidelity Wiki Page Updates Initial Review

Hi Lexor: I pm'd you with details about my formatting references edits. I also added a reference note. I am currently updating spreadsheets containing fiscal year per share distributions for Vanguard, Fidelity, and Schwab index funds posted on the soon- to- be bogleheads.org hosted blog. Here are th...
by Barry Barnitz
Thu Jan 30, 2020 1:59 pm
Forum: US Chapters
Topic: Join the Wiki!
Replies: 79
Views: 77463

Re: Join the Wiki!

Sycamore:

We have added you as an editor. Please check your Private Messages for the login details.

thanks,
by Barry Barnitz
Sat Jan 25, 2020 5:15 pm
Forum: US Chapters
Topic: Happy Birthday Taylor! 96 years young!
Replies: 139
Views: 4021

Re: Happy Birthday Taylor! 96 years young!

Image Our favorite 96.

regards,
by Barry Barnitz
Wed Jan 22, 2020 7:31 pm
Forum: Personal Investments
Topic: Getting $2 Million in Cash! What do I do with it?
Replies: 75
Views: 6575

Re: Getting $2 Million in Cash! What do I do with it?

Another vote for using Vanguard PAS for everything. At some asset threshold the fee drops but I don’t recall if $3mil hits that or not. Here are the PAS pricing thresholds: Advisory fee The annual advisory service fee paid to VAI for clients enrolled in the ongoing advised service will be as follow...
by Barry Barnitz
Wed Jan 22, 2020 12:56 pm
Forum: Non-US Investing
Topic: Historical data series for Canadian investors - Simba
Replies: 11
Views: 845

Re: Historical data series for Canadian investors - Simba

Hi Siamond:

I posted a brief topic post over at FWF: Simba spreadsheet for Canadian investors.

regards,
by Barry Barnitz
Thu Jan 16, 2020 9:31 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Institutional equivalents?
Replies: 3
Views: 320

Re: Vanguard Institutional equivalents?

Hi: The Vanguard Institutional investor site will provide you with similar share class funds. Here is the link to the fund filter: Fund filter . For example, here is the fund page for VTMNX - Vanguard Developed Markets Index Fund Institutional Shares: VTMNX . The institutional and institutional plus...
by Barry Barnitz
Wed Jan 08, 2020 3:30 pm
Forum: Personal Investments
Topic: Index Funds 101: How to get started investing
Replies: 26
Views: 2236

Re: Index Funds 101: How to get started investing

Hi: We have pages in the wiki that explain various aspects of the TSP that you may find helpful. Here is the main page dealing with the TSP: Thrift Savings Plan . At the bottom of the page you will see a Thrift Savings Plan navigation box that contains additional pages which cover TSP plan details. ...
by Barry Barnitz
Mon Jan 06, 2020 5:41 pm
Forum: Investing - Theory, News & General
Topic: 2020 Bogleheads Conference and Survey
Replies: 81
Views: 9841

Re: 2020 Bogleheads Conference and Survey

Hi:

The new Bogle Center board of directors: Board of Directors.

regards,
by Barry Barnitz
Fri Jan 03, 2020 4:45 pm
Forum: Investing - Theory, News & General
Topic: Investing or Speculation?
Replies: 59
Views: 3837

Re: Investing or Speculation?

Hi:

Here is a table of 2019 US stock market returns, as measured by various index providers:

Link: 2019 US stock market returns

regards,
by Barry Barnitz
Thu Jan 02, 2020 8:20 pm
Forum: Spain
Topic: Interview with ClarkBo: Bogleheads España
Replies: 2
Views: 721

Interview with ClarkBo: Bogleheads España

Hi: Our brother forum in Spain, Bogleheads España , is approaching its first anniversary on January 4, 2020. In honor of this occasion, ClarkBo, one of the founders of the site, has kindly consented to an interview on Financial Page, our affiliate blog. The interview is in Spanish, however with two ...
by Barry Barnitz
Mon Dec 30, 2019 10:43 pm
Forum: Investing - Theory, News & General
Topic: [Announcement for upcoming 2020 Boglehead Contest]
Replies: 73
Views: 3939

Re: 2020 Boglehead Contest

Hi Taylor and gang:

We also have a page devoted to tracking the historical results of the contest: Boglehead Contest.

regards,
by Barry Barnitz
Sat Dec 28, 2019 11:12 am
Forum: Investing - Theory, News & General
Topic: Boglehead Podcasts: Volunteers needed to convert the audio into text
Replies: 19
Views: 2431

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

Hi: As of December 28, 2019 we have six of the currently sixteen episodes transcribed and published . Five first draft transcriptions requiring audio verification are also currently available for finishing. The five google sheets can be obtained from the Podcast volunteer transcription worksheet fil...
by Barry Barnitz
Fri Dec 06, 2019 7:04 pm
Forum: Investing - Theory, News & General
Topic: New fund for Target date and LifeStrategy funds
Replies: 4
Views: 1196

Re: New fund for Target date and LifeStrategy funds

Hi:

Here is the preliminary prospectus for the fund, from EDGAR: Link.

The fund will have two share classes:
  • Investor shares, with a .13% ER
  • Admiral shares, with a .11% ER
Institutional shares, with a $5 million dollar minimum investment, are offered in a separate prospectus.

regards,
by Barry Barnitz
Fri Dec 06, 2019 12:19 pm
Forum: Investing - Theory, News & General
Topic: New fund for Target date and LifeStrategy funds
Replies: 4
Views: 1196

New fund for Target date and LifeStrategy funds

Hi: Vanguard is introducing a new fund, Vanguard Total International Bond II Index Fund , to its Target date and LifeStrategy funds. See: Press release. This fund exchange is similar to that of the Vanguard Total Bond Market II Index Fund which was substituted for the Vanguard Total Bond Market Inde...
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: 19
Views: 2431

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: 19
Views: 2431

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: 19
Views: 2431

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: 19
Views: 2431

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: 19
Views: 2431

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: 39
Views: 3291

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: 19
Views: 2431

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: 19
Views: 2431

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: 19
Views: 2431

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: 39
Views: 3291

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...