Search found 2191 matches

by Barry Barnitz
Fri Jan 18, 2019 11:17 am
Forum: Investing - Theory, News & General
Topic: Tributes to Jack Bogle
Replies: 93
Views: 7382

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: 35
Views: 8747

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: 828
Views: 41355

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: Local Chapters and Bogleheads Community
Topic: Forming new chapter-Virginia Beach
Replies: 24
Views: 1013

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: 828
Views: 41355

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
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: 1983

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: Local Chapters and Bogleheads Community
Topic: Suggestions for the Wiki
Replies: 428
Views: 251261

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: Investing - Help with Personal Investments
Topic: BAM Advisor: Advice on alt funds and allocations
Replies: 54
Views: 2616

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: Local Chapters and Bogleheads Community
Topic: Forming new chapter-Virginia Beach
Replies: 24
Views: 1013

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: Local Chapters and Bogleheads Community
Topic: Local Chapter census
Replies: 6
Views: 499

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: Local Chapters and Bogleheads Community
Topic: West Michigan Bogleheads Chapter - chat
Replies: 42
Views: 3211

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: 5682

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: 4298

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: 4298

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: Local Chapters and Bogleheads Community
Topic: Forming new chapter-Virginia Beach
Replies: 24
Views: 1013

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: Local Chapters and Bogleheads Community
Topic: Suggestions for the Wiki
Replies: 428
Views: 251261

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: Investing - Theory, News & General
Topic: Vanguard launching robo-avisor in Canada
Replies: 1
Views: 228

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: 1575

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: Local Chapters and Bogleheads Community
Topic: LadyGeek -- the next 10K poster!
Replies: 39
Views: 5521

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: 5682

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: Local Chapters and Bogleheads Community
Topic: Bogleheads blog and Bogleheads Facebook page
Replies: 2
Views: 588

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: 5682

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: 814

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: 225
Views: 18399

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: 2357

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...
by Barry Barnitz
Fri Nov 02, 2018 4:50 pm
Forum: Local Chapters and Bogleheads Community
Topic: Forming new chapter-Virginia Beach
Replies: 24
Views: 1013

Re: Forming new chapter-Virginia Beach

HI:

A brief history, as well as the current status of the chapter is spelled out in our blog page Hampton Roads Bogleheads® | Financial Page.

See also the What Happened to Hampton Roads Chapter topic.

regards,
by Barry Barnitz
Fri Oct 19, 2018 11:49 am
Forum: Investing - Theory, News & General
Topic: BOGLEHEADS 2018 VIDEOS
Replies: 22
Views: 3755

Re: BOGLEHEADS 2018 VIDEOS

Hi:
Morningstar's Christine Benz conducted nine interviews with John Bogle at the 2018 Bogleheads® 17 conference. These are collected in the wiki: Bogleheads® 17 videos.

regards,
by Barry Barnitz
Tue Oct 09, 2018 3:37 pm
Forum: Investing - Theory, News & General
Topic: Surprised by Jack's answer to Fidelity's 0 mgmt fund threat
Replies: 77
Views: 8214

Re: Surprised by Jack's answer to Fidelity's 0 mgmt fund threat

Hi:

Here are the security lending tallies for Fidelity index funds for fiscal year 2018, drawn from the 2018 fiscal year fund annual reports: Fidelity index fund security lending in 2018.

regards,
by Barry Barnitz
Thu Sep 27, 2018 2:24 pm
Forum: Investing - Help with Personal Investments
Topic: Zero minimum index fund options
Replies: 7
Views: 941

Re: Zero minimum index fund options

Hi:

Charles Schwab's index mutual funds have a $1 minimum investment. Here is the Schwab index fund and etf page.

regards,
by Barry Barnitz
Thu Sep 20, 2018 12:11 pm
Forum: Investing - Theory, News & General
Topic: Fidelity Files for Four Fidelity ZERO℠ Funds (0.00% ER)
Replies: 798
Views: 81600

Re: Fidelity Files for Four Fidelity ZERO℠ Funds (0.00% ER)

Hi: How do you know the Investor shares shareholders are subsidizing the Admiral shares investors, if you don’t know how many of each there are and the typical costs associated with each type of account? The overall ER of the Vanguard Total Stock Market Index Fund for all classes is 0.053%. Investor...
by Barry Barnitz
Sun Sep 16, 2018 3:20 pm
Forum: Investing - Theory, News & General
Topic: Podcast Now Available - Bogleheads On Investing: Episode #1 with John C. Bogle
Replies: 66
Views: 8208

Re: Podcast Now Available - Bogleheads On Investing: Episode #1 with John C. Bogle

Hi: Just to inform the community about links to the Bogleheads on Investing Podcasts on affiliate sites. As Lady Geek has pointed out, the site and podcasts are made available in the wiki: News and blogs Rick Ferri On Financial Page, our affiliate blog, we have made the following additions: Added a ...
by Barry Barnitz
Mon Aug 20, 2018 5:41 pm
Forum: Investing - Theory, News & General
Topic: Fidelity Files for Four Fidelity ZERO℠ Funds (0.00% ER)
Replies: 798
Views: 81600

Re: Fidelity Files for two Fidelity ZERO℠ Funds (0.00% ER total stock and total international mutual funds)

Hi: From ETF.com. Elizabeth Kasner, Are Fidelity’s Free Funds Really Free? , August 18, 2018. Fund fees are only part of the equation. FactSet ETF Analytics has designed a total annual cost-of-ownership metric that combines tracking difference and trading costs, and also allows for tax impact. Portf...
by Barry Barnitz
Sat Aug 11, 2018 4:26 pm
Forum: Investing - Theory, News & General
Topic: "Don't Obsess About Expense Ratios"
Replies: 240
Views: 22275

Re: "Don't Obsess About Expense Ratios"

HI; There is a substantial amount of assets in VTSMX. Those people are paying excessively for it, and they can pay much lower elsewhere. They can then continue to accumulate elsewhere at a lower ER. It’s not so much that they get a better deal at the beginning (although that is a good thing), they w...
by Barry Barnitz
Thu Aug 09, 2018 3:14 pm
Forum: Investing - Theory, News & General
Topic: Press Release--Vanguard Continues To Expand Active Fixed Income Offerings With Proposed Global Credit Bond Fund
Replies: 19
Views: 2375

New fund: Vanguard Global Credit Bond Fund

Hi: Vanguard has filed a preliminary prospectus for an actively managed global investment grade bond fund. From the August 9, 2018 Vanguard press release : Today, Vanguard filed a registration statement with the U.S. Securities and Exchange Commission for the proposed launch of Vanguard Global Credi...
by Barry Barnitz
Wed Aug 08, 2018 12:52 pm
Forum: Investing - Theory, News & General
Topic: "Don't Obsess About Expense Ratios"
Replies: 240
Views: 22275

Re: "Don't Obsess About Expense Ratios"

Hi Majormajor78: What you are seeing in the international fund tracking error is most likely the result of fair-value pricing. Vanguard places the following explanation on their Total International Index fund webpage: An index fund’s return may sometimes appear to diverge from the return of its benc...
by Barry Barnitz
Fri Aug 03, 2018 2:09 pm
Forum: Investing - Theory, News & General
Topic: Fidelity Files for Four Fidelity ZERO℠ Funds (0.00% ER)
Replies: 798
Views: 81600

Re: Fidelity Files for two Fidelity ZERO℠ Funds (0.00% ER total stock and total international mutual funds)

Here is the cut that Fidelity has taken from some of their funds (look at the SAI for a fund): https://i.imgur.com/sCcY3FQ.png So for Total Stock Market about 40% of the return goes to investors who take 100% of the risk. Sweet deal, I'm sure Fidelity is loving this PR! :twisted: Here are the secur...
by Barry Barnitz
Sat Jul 28, 2018 12:47 pm
Forum: Local Chapters and Bogleheads Community
Topic: RIP investor
Replies: 22
Views: 4520

Re: RIP investor

Hi: For historical documentary purposes, Mr. Hudson joined the Bogleheads.org forum at its initiation on February 19, 2007 and made 1010 postings on the forum, which can be accessed at his profile (log-in required) : Viewing profile-investor . Here is a search for Mr. Hudson's posts: Search . Mr. Hu...
by Barry Barnitz
Sun Jul 22, 2018 2:52 pm
Forum: Investing - Theory, News & General
Topic: "4 Reasons Why We Overcomplicate Investing"
Replies: 30
Views: 5331

Re: "4 Reasons Why We Overcomplicate Investing"

So I'd add reason number 5 - Reality. +1 Reality is juggling 8 separate accounts earmarked for retirement (taxable, 2x Roth, 2x Traditional Rollover, 2x 401(k), HSA) that cannot legally be combined, some of which have limited satisfactory investment options. Very true. Not to mention that these 8 a...
by Barry Barnitz
Mon Jul 16, 2018 1:23 pm
Forum: Local Chapters and Bogleheads Community
Topic: New Hershey PA Local Chapter Established
Replies: 8
Views: 1013

Re: New Hershey PA Local Chapter Established

Hi:

We have created a page for the Hershey chapter on Financial Page, our affiliate blog. The page can be expanded as the chapter develops. Link to page: Hershey PA Bogleheads®.

regards,
by Barry Barnitz
Fri Jul 13, 2018 10:17 am
Forum: Investing - Theory, News & General
Topic: COMING SOON: BOGLEHEADS PODCASTS
Replies: 366
Views: 20191

Re: COMING SOON: BOGLEHEADS PODCASTS

Hi:

Investing à la Bogleheads.

regards,
by Barry Barnitz
Fri Jun 15, 2018 3:47 pm
Forum: Investing - Theory, News & General
Topic: Our interview with Taylor Larimore
Replies: 17
Views: 4296

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: 107
Views: 21917

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: 4440

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: 2267

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: 857

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: 6688

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: 14233

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,