Search found 2148 matches

by Barry Barnitz
Fri Jun 15, 2018 3:47 pm
Forum: Investing - Theory, News & General
Topic: Our interview with Taylor Larimore
Replies: 11
Views: 2387

Our interview with Taylor Larimore

Hi: As many of you are aware, Taylor Larimore has graced this planet for nine decades which includes seven decades of investment experience, a portion of which came before many of our youngest members were born. Recently, we at our affiliate blog asked Taylor some questions regarding his evolution a...
by Barry Barnitz
Wed May 23, 2018 12:47 pm
Forum: Local Chapters and Bogleheads Community
Topic: [Virtual online chapter - Master thread]
Replies: 98
Views: 15185

Re: [Virtual online chapter - Master thread]

Hi:

We have added the blog link (as well as a link to the vimeo recording of meeting #8) to the Virtual online chapter page on the site's affiliate blog.

thanks,
by Barry Barnitz
Mon May 21, 2018 10:33 am
Forum: Investing - Theory, News & General
Topic: Vanguard Announces Plans To Launch Total World Bond ETF
Replies: 30
Views: 3390

Re: Vanguard Announces Plans To Launch Total World Bond ETF

Hi:

Here is the preliminary Prospectus filed with the SEC.

regards,
by Barry Barnitz
Wed May 16, 2018 4:14 pm
Forum: Investing - Theory, News & General
Topic: Philly.com: Bogleheads say Vanguard's hybrid robo-advisor can be great training
Replies: 11
Views: 1873

Re: Philly.com: Bogleheads say Vanguard's hybrid robo-advisor can be great training

First, there was a general consensus that Vanguard is going after the low-hanging fruit. IOW, anyone who's not a Boglehead. If you have no idea what to do, it's a great solution. "Here Vanguard, I have no idea what to do, you just take care of it." Everyone is happy. [/color] Perhaps. However objec...
by Barry Barnitz
Thu Apr 26, 2018 10:27 am
Forum: Investing - Theory, News & General
Topic: Vanguard shifting record keeping to outside firms [retirement plans]
Replies: 0
Views: 466

Vanguard shifting record keeping to outside firms [retirement plans]

Hi: Vanguard has announced changes to its corporate retirement plan services by assigning record-keeping duties of its self-directed brokerage to TD Ameritrade and transferring record-keeping duties of its non-qualified plan business to Newport Group. News reports: Vanguard shifts self-directed brok...
by Barry Barnitz
Tue Apr 10, 2018 3:32 am
Forum: Investing - Theory, News & General
Topic: Introduction to Treasury Inflation Protected Securities (TIPS)
Replies: 53
Views: 5168

Re: Introduction to Treasury Inflation Protected Securities (TIPS)

Hi:

The TIPs presentation is also linked in the Boston Bogleheads® page in our site's affiliate blog.

regards,
by Barry Barnitz
Wed Mar 21, 2018 12:21 pm
Forum: Personal Finance (Not Investing)
Topic: "Letter of Final Instructions"
Replies: 52
Views: 12579

Re: "Letter of Final Instructions"

Hi:

Taylor has kindly authorized our posting his "Letter of Final Instructions" on our affiliate blog. The blog version is here.

Taylor: Your post, as measured by bloggers "liking" the article, is the most "liked" article we have yet posted on the blog.

regards,
by Barry Barnitz
Fri Mar 16, 2018 12:25 pm
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 2162
Views: 1348243

Re: The Three-Fund Portfolio

Hi all:

Wiley has now listed the table of contents for The Bogleheads Guide to the Three-Fund Portfolio. I have added this table to the blog page devoted to the book: The Bogleheads’ Guide to the Three-Fund Portfolio.

regards,
by Barry Barnitz
Thu Mar 08, 2018 4:01 pm
Forum: Local Chapters and Bogleheads Community
Topic: Financial Page statistics upon 2018 anniversary date
Replies: 0
Views: 221

Financial Page statistics upon 2018 anniversary date

March 4, 2014 marks the anniversary date of the Bogleheads® Blog, which was transferred over to Financial Page in September 2014. Here are some of the lifetime statistics for the blog, dating from its initiation at Financial Page: All time stats (as of March 8,2018) : Posts: 195 Views: 201,649 Visit...
by Barry Barnitz
Thu Mar 01, 2018 3:48 pm
Forum: Investing - Theory, News & General
Topic: "Under the hood – Vanguard US stock index funds in 2017"
Replies: 2
Views: 898

Re: "Under the hood – Vanguard US stock index funds in 2017"

Hi Taylor: One piece of advice frequently doled out about company annual reports is "read the footnotes." I have found this advice to be relevant to our mutual fund annual reports. All sorts of data is available for further analysis. I hope the examination of some of this information was helpful for...
by Barry Barnitz
Wed Feb 28, 2018 1:20 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Short-Term Investment Grade Bond Fund - Gamesmanship???
Replies: 27
Views: 2262

Re: Vanguard Short-Term Investment Grade Bond Fund - Gamesmanship???

Hi: It is instructive to refer to the notes in a bond fund's annual reports to find information regarding the security listings. Here is a quick reference to the Vanguard Short-Term Investment Grade Bond Fund. These are the notes to footnoted securities. Note that the fund can hold adjustable rate s...
by Barry Barnitz
Mon Feb 26, 2018 12:51 pm
Forum: Investing - Theory, News & General
Topic: Why I left Wealthfront
Replies: 26
Views: 6440

Re: Why I left Wealthfront

Help for Taylor:

Here is an expansion of acronyms:

VC: Venture Capital
EV: Enterprise Value (see Investopedia)
EBITDA: Earnings before interest, taxes, depreciation, and amortization
IRR: Internal Rate of Return
AUM: Assets Under Management
by Barry Barnitz
Thu Feb 22, 2018 4:15 pm
Forum: Investing - Theory, News & General
Topic: Vanguard US Multifactor Funds Launch
Replies: 30
Views: 4806

Re: Vanguard US Multifactor Funds Launch

Hi: News article: Vanguard Group gets under RIAs' skin by launching ETFs supposedly aimed at helping them , Lisa Shidler, RIAbiz Vanguard Group is greeting a future based on financial advice that now includes an abrupt product pivot toward Austin, Texas -- one that some big RIAs are greeting with ra...
by Barry Barnitz
Wed Feb 21, 2018 3:44 pm
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 2162
Views: 1348243

Re: The Three-Fund Portfolio

Hi:

We would like to thank Taylor for granting our affiliate blog an interview about his upcoming book on the three-fund portfolio.

Link: Interview with Taylor Larimore, author of The Bogleheads Guide to the Three-Fund Portfolio.

regards,
by Barry Barnitz
Thu Feb 15, 2018 7:27 pm
Forum: Local Chapters and Bogleheads Community
Topic: Kansas City Diehard Group
Replies: 36
Views: 11496

Re: Kansas City Diehard Group

On our site's affiliate blog I have transferred the KC chapter from inactive to active. Here is the KC blog page: Kansas City Bogleheads . Let me know if you want any additional information included in the page. The chapter is grouped along with our midwest chapters: Midwest chapters . I also try to...
by Barry Barnitz
Wed Feb 14, 2018 1:49 pm
Forum: Local Chapters and Bogleheads Community
Topic: New Bogleheads Local Chapter in Little Rock, AR
Replies: 32
Views: 3462

Re: New Bogleheads Local Chapter in Little Rock, AR

Hi: We have added your chapter to our affiliate blog's centralized local chapter segment: Bogleheads® local chapters . Here is blog page devoted to your chapter: Little Rock Bogleheads® . Please feel free to pass along addition information you will want added to the page. The page is grouped with ou...
by Barry Barnitz
Tue Feb 13, 2018 3:14 am
Forum: Local Chapters and Bogleheads Community
Topic: New Columbus, Ohio Chapter
Replies: 58
Views: 7713

Re: New Columbus, Ohio Chapter

Hi: We have added a page devoted to your chapter in our site's affiliate blog. Link: Columbus Ohio Bogleheads® Local Chapter . The page is a part of our local chapter section, Bogleheads® local chapters , and is grouped with our other midwest chapters . We attempt to provide meeting dates for local ...
by Barry Barnitz
Sun Feb 11, 2018 5:37 am
Forum: Investing - Help with Personal Investments
Topic: Small,Mid,Sp500 vs total stock market: Vanguard
Replies: 49
Views: 5861

Re: Small,Mid,Sp500 vs total stock market: Vanguard

Hi Nisiprius: The three funds selected as follows are not quite accurate: In the case of Vanguard, the three would be (Investor/Admiral/ETF) Vanguard Small-Cap Index Fund, NAESX/VSMAX/VB Vanguard Mid-Cap Index Fund, VIMSX/VIMAX/VO ---> Vanguard Large-Cap Index Fund, VLACX/VLCAX/VV , <--- not an S&P ...
by Barry Barnitz
Tue Jan 23, 2018 4:25 am
Forum: Investing - Help with Personal Investments
Topic: VSFVX Admiral Shares
Replies: 10
Views: 1354

Re: VSFVX Admiral Shares

Sheepdog wrote:
Tue Jan 23, 2018 4:02 am
What is VSFVX?
The Vanguard FTSE All-World ex-US Small-Cap Index Fund.

regards,
by Barry Barnitz
Fri Jan 05, 2018 1:58 pm
Forum: Forum Issues and Administration
Topic: Why does the main page look like this?
Replies: 6
Views: 1131

Re: Why does the main page look like this?

Hi danpmor:

Check out the wiki page---> The Bogleheads® for a brief history.

regards,
by Barry Barnitz
Thu Dec 28, 2017 12:10 pm
Forum: Local Chapters and Bogleheads Community
Topic: Suggestions for the Wiki
Replies: 405
Views: 221662

Re: Suggestions for the Wiki

Hi: The current text for this section: The deadline for completing a loan rollover to a qualified employer plan or IRA is now extended to the due date (including extensions) for the individual’s tax return for the year in which the loan balance was treated as a distribution. This “deemed distributio...
by Barry Barnitz
Wed Dec 27, 2017 1:19 pm
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 57789

Re: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]

Does anyone know if the new AMT levels will be adjusted for inflation each year? One of the major problems with AMT in the past was it wasn’t adjusted. According to the Journal of Accountancy : For tax years beginning after Dec. 31, 2017, and beginning before Jan. 1, 2026, the AMT exemption amount ...
by Barry Barnitz
Wed Dec 13, 2017 1:01 pm
Forum: Investing - Theory, News & General
Topic: Vanguard will use blockchain to share index data
Replies: 56
Views: 6288

Re: Vanguard will use blockchain to share index data

Hi: Another article: Vanguard Group makes $1.15-trillion AUM bet on blockchain technology that eliminates giant daily manual process , Brooke Southall, RAIbiz. The dirty little secret about index-based investing is just how people-dependent and clunky the process is for updating index funds to match...
by Barry Barnitz
Wed Dec 13, 2017 4:44 am
Forum: Investing - Theory, News & General
Topic: Vanguard will use blockchain to share index data
Replies: 56
Views: 6288

Vanguard will use blockchain to share index data

Hi: News release: Vanguard will use blockchain to share index data , Ryan W. Neal, Investment News , December 12, 2017. Vanguard Group announced Tuesday that it is looking to capitalize on this idea by using blockchain to simplify and automate the process of sharing index data. The $4.8 trillion ass...
by Barry Barnitz
Thu Dec 07, 2017 5:52 am
Forum: Investing - Theory, News & General
Topic: Thrift Savings Plan to Change I Fund Index
Replies: 14
Views: 2778

Thrift Savings Plan to Change I Fund Index

Hi: News release: TSP to Change I Fund Index, Leave Others as Is , December 6, 2017, Fedweek The TSP’s governing board has decided to replace the current index used in its international stock I fund, [moving from] the MSCI Europe, Australasia, Far East benchmark of large company stocks in about two ...
by Barry Barnitz
Tue Nov 28, 2017 12:26 pm
Forum: Investing - Theory, News & General
Topic: Vanguard seeks SEC relief for US active ETFs:
Replies: 14
Views: 2103

Re: Vanguard seeks SEC relief for US active ETFs:

Hi: Here is a link to the white paper mentioned in the notice: Equity factor-based investing: A practitioner’s guide , Douglas M. Grim, CFA; Scott N. Pappas, Ph.D., CFA; Ravi G. Tolani; Savas Kesidis, Vanguard Research, June 2017, This paper builds on the foundation described in Factor-Based Investi...
by Barry Barnitz
Thu Nov 23, 2017 5:52 am
Forum: Investing - Theory, News & General
Topic: UAE (Dubai) Bogleheads Chapter in the News
Replies: 4
Views: 776

Our UAE local chapter is in the news

Hi: Our UAE Bogleheads® local chapter is highlighted in the following news article. News article: Invest like a Boglehead and build a low-cost portfolio of index funds The Bogleheads community, which was founded in 1998 in the United States, claims anyone can become a successful investor with very l...
by Barry Barnitz
Sun Nov 19, 2017 1:32 am
Forum: Investing - Theory, News & General
Topic: WSJ commentary about declining # of publicly traded companies
Replies: 40
Views: 4172

Re: WSJ commentary about declining # of publicly traded companies

Hi: News article: Why Vanguard Isn’t Freaking Out About Fewer Public Companies , Julie Segal , Institutional Investor, November 17, 2017. New research from the fund firm pours cold water on the idea that the declining number of public companies is having a meaningful effect on investors. Amid cries ...
by Barry Barnitz
Fri Oct 27, 2017 1:35 pm
Forum: Investing - Theory, News & General
Topic: 2017 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 192
Views: 32310

Re: 2017 BOGLEHEADS CONFERENCE ANNOUNCEMENT

Hi:

Much thanks to GoldenFinch and daughter, Moolala. These notes are now posted on our affiliate blog. Please see Notes from Bogleheads® 16 | Financial Page for the amalgamated blog version.

regards,
by Barry Barnitz
Wed Oct 11, 2017 3:23 am
Forum: Investing - Theory, News & General
Topic: Simba's backtesting spreadsheet [a Bogleheads community project]
Replies: 1112
Views: 614348

Re: Simba's backtesting spreadsheet [a Bogleheads community project]

Hi Siamond: Do you have any reference for the May 2011 reclassification event? The reference for this can be found in the fund's annual reports that include 2011 and 2012 financial highlights. The latest 2016 report includes the following direct quote: The fund's original Investor Shares were rename...
by Barry Barnitz
Tue Oct 10, 2017 7:24 pm
Forum: Investing - Theory, News & General
Topic: Simba's backtesting spreadsheet [a Bogleheads community project]
Replies: 1112
Views: 614348

Re: Simba's backtesting spreadsheet [a Bogleheads community project]

Hi Siamond: The confusion regarding the Developed Market Index involves the merger of the former Developed Market fund into the Tax-Managed Fund, which existed with admiral shares. We tagged this on the wiki tax history page for the former fund----> Vanguard Developed Markets Index Fund (VDMIX) tax ...
by Barry Barnitz
Fri Oct 06, 2017 1:08 pm
Forum: Investing - Theory, News & General
Topic: SEC plans to approve Vanguard request to list actively managed ETFs
Replies: 13
Views: 2057

Re: SEC plans to approve Vanguard request to list actively managed ETFs

Hi: With the INVESTMENT COMPANY ACT OF 1940 Release no. 32852 / October 4, 2017, the SEC formerly grants an exemption order for Vanguard to issue active fund exchange-traded funds. Here is the pdf link---> Release no. 32852 . The order would permit: (a) actively-managed series of certain open-end ma...
by Barry Barnitz
Mon Oct 02, 2017 3:32 am
Forum: Investing - Theory, News & General
Topic: Vanguard knocks on China's door
Replies: 0
Views: 613

Vanguard knocks on China's door

Hi: News report, Vanguard knocks on China’s door to join crowded wealth management market | South China Morning Post Vanguard Group, the world’s biggest mutual fund manager, plans to sell onshore products in mainland China to tap an asset management market that is still largely off limits to foreign...
by Barry Barnitz
Tue Sep 12, 2017 12:28 pm
Forum: Investing - Theory, News & General
Topic: Wiki article - Bitcoin
Replies: 37
Views: 5376

Re: Wiki article - Bitcoin

HI: Here are some academic studies from SSRN search on "cryptocurrency": Hileman, Garrick and Rauchs, Michel, 2017 Global Cryptocurrency Benchmarking Study (April 6, 2017). Available at SSRN: https://ssrn.com/abstract=2965436 or http://dx.doi.org/10.2139/ssrn.2965436 Abstract The first global crypto...
by Barry Barnitz
Sat Sep 09, 2017 4:27 am
Forum: Investing - Theory, News & General
Topic: Boglehead investing in Spain -- a forum thread
Replies: 8
Views: 2138

Re: Boglehead investing in Spain -- a forum thread

HI: Basic clerical edits: 1. I created the category for the future independent page (Category:Spain) and categorized this new category in the main category: International domiciles. 2. I uploaded an image of the Spanish national flag and created a transclusion template for the page, which I inserted...
by Barry Barnitz
Thu Aug 24, 2017 1:10 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard Target Retirement Income Select
Replies: 4
Views: 1154

Re: Vanguard Target Retirement Income Select

Hi: The Vanguard Target Retirement Income Select Fund is what is known as a Collective Investment Trust (CIT). Here is a simplified treatment of CITS from our affiliate blog---> What is a Collective Investment Trust | Financial Page . Here is a link to Vanguard's complete menu of Collective Investme...
by Barry Barnitz
Thu Aug 24, 2017 5:14 am
Forum: Investing - Help with Personal Investments
Topic: Vanguard Target Retirement Income Select
Replies: 4
Views: 1154

Re: Vanguard Target Retirement Income Select

Hi: Here is information from Vanguard Institutional: Institutional Select Shares- Shares generally available to large institutional investors. Fund account minimums range from $3 billion to $5 billion, depending on fund. Here is the Institutional fund page for the Target Retirement Income Trust Sele...
by Barry Barnitz
Thu Aug 24, 2017 4:26 am
Forum: Investing - Theory, News & General
Topic: Vanguard Announces Plans To Launch Total Corporate Bond ETF
Replies: 42
Views: 7918

Re: Vanguard Announces Plans To Launch Total Corporate Bond ETF

Hi: Vanguard, as most of you hopefully realize, is now a global investment company. A cursory examination of retail funds and exchange-traded funds offered to global investors provides the following fund totals. Australia: 25 funds Canada: 33 funds Hong Kong: 5 funds Japan: 9 funds Switzerland: 42 f...
by Barry Barnitz
Tue Aug 22, 2017 11:34 am
Forum: Investing - Theory, News & General
Topic: Vanguard Announces Plans To Launch Total Corporate Bond ETF
Replies: 42
Views: 7918

Re: "more than 371 funds?"

Bogleheads: According to the Announcement: The firm, headquartered in Valley Forge, Pennsylvania, offers more than 371 funds . Can anyone explain why Vanguard offers so many funds? Best wishes Taylor Hi Taylor: The complete statement contains one answer to your question: The firm, headquartered in ...
by Barry Barnitz
Sun Jul 30, 2017 12:39 pm
Forum: Investing - Theory, News & General
Topic: What was the expense ratio of Vanguard's S&P 500 fund in 1976
Replies: 17
Views: 2855

Re: What was the expense ratio of Vanguard's S&P 500 fund in 1976

Hi: In addition to the expense ratio, Vanguard's S&P 500 index fund also imposed, in its early years of operation, a quarterly $2.50 fee from the quarterly dividend. This $10 annual deduction from income resulted in an additional 1% annual cost in relation to the $1,000 minimum investment. As a set ...
by Barry Barnitz
Sun Jul 30, 2017 5:13 am
Forum: Investing - Theory, News & General
Topic: "Why Don’t Vanguard’s Target Retirement and LifeStrategy Funds Own Admiral Shares?"
Replies: 37
Views: 5568

Re: "Why Don’t Vanguard’s Target Retirement and LifeStrategy Funds Own Admiral Shares?"

Hi: Vanguard could offer multiple share classes of Target Retirement and LifeStrategy funds by: 1. Converting the investor class funds into ETFs. The funds, depending upon asset allocations would then have acquired fund expenses ranging from 5 to 8 basis points. 2. The funds would then charge the at...
by Barry Barnitz
Sat Jul 15, 2017 10:56 am
Forum: Investing - Theory, News & General
Topic: Vanguard files preliminary proxy
Replies: 1
Views: 978

Vanguard files preliminary proxy

Hi: Press release: Vanguard Funds File Preliminary Proxy Statement Seeking Shareholder Election Of Trustees And Approval Of Policy Changes Vanguard filed a preliminary proxy statement with the SEC on July 13 , 2017. Shareholders will have the opportunity to vote on the following proposals: Election ...
by Barry Barnitz
Sat Jun 03, 2017 12:50 pm
Forum: Investing - Theory, News & General
Topic: Zacks says sell Wellesley!?
Replies: 92
Views: 14288

Re: Zacks says sell Wellesley!?

Hi Nisi: Here are some links regarding Zachs: Zacks Investment Research , investopedia Zacks Investment Research - Fidelity Zacks Investment Research Inc.: Private Company Information - Bloomberg Who are the most (least) accurate stock gurus? - CBS News (Larry Swedroe, February 13, 2013) regards,
by Barry Barnitz
Sat May 13, 2017 2:43 am
Forum: Investing - Theory, News & General
Topic: Bogleheads® Wiki 2017 annual report
Replies: 2
Views: 952

Bogleheads® Wiki 2017 annual report

May 13, 2017 marks the ninth anniversary of the founding of the Bogleheads Wiki. As is customary, we issue an annual report to the forum readership on this date, giving everyone a glimpse at the statistical measures of wiki page creation, editing, and readership. Although wiki readership declined ov...
by Barry Barnitz
Thu May 04, 2017 1:30 pm
Forum: Investing - Theory, News & General
Topic: Chief Investment Officer of Vanguard, Gus Sauter, to retire
Replies: 42
Views: 6527

Re: Chief Investment Officer of Vanguard, Gus Sauter, to ret

nisiprius wrote:Yikes! He is the Scotty to Jack Bogle's Kirk, how's that for a "ship" metaphor? I hope someone will write a biography about him; his contributions to Vanguard are incalculable.
Hi Nisi;

Here is our wiki page on Gus Sauter--->George Upham Sauter - Bogleheads

regards,
by Barry Barnitz
Fri Apr 28, 2017 2:55 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Press Release--Vanguard: World's Largest Stock And Bond Funds Report Lower Expense Ratios
Replies: 7
Views: 1805

Re: Vanguard Press Release--Vanguard: World's Largest Stock And Bond Funds Report Lower Expense Ratios

Hi: The wiki and blog keep track of index fund expenses and security lending income. See Category:Vanguard funds:expenses - Bogleheads for extended history of fund expense ratios and brokerage commission expense ratios. Security lending income for the just concluded fiscal year is included in the fo...
by Barry Barnitz
Wed Apr 26, 2017 4:30 pm
Forum: Investing - Theory, News & General
Topic: Not enough US market listings?
Replies: 14
Views: 1980

Re: Not enough US market listings?

Hi: From Credit Suisse, The Incredible Shrinking Universe of Stocks . This trend is more pronounced in the U.S. than in any other developed economy. For example, while the number of listings fell by roughly 50 percent in the U.S. from 1996 through 2016, it rose about 50 percent in 13 developed count...
by Barry Barnitz
Wed Mar 15, 2017 12:36 pm
Forum: Investing - Theory, News & General
Topic: DALBAR report methodological flaws - Prof. Pfau
Replies: 29
Views: 3436

Re: DALBAR report methodological flaws - Prof. Pfau

The big shocker is the lower end value then gets annualized back into a return %. If you have the money available up front you would earn 10% a year. If you don't have the money available up front you will end up with the same dollar value as if you had the money available up front and you only ear...
by Barry Barnitz
Fri Mar 10, 2017 2:32 pm
Forum: Personal Consumer Issues
Topic: How to Die
Replies: 167
Views: 26535

Re: How to Die

White Coat Investor wrote:
But I'm not just talking about someone with a terminal disease. We all have a terminal disease. It's called life.
Emily Dickinson (156)

Surgeons must be very careful
When they take the knife!
Underneath their fine incisions
Stirs the Culprit - Life!