Search found 1004 matches

by investor
Sun Apr 29, 2018 12:13 pm
Forum: Investing - Help with Personal Investments
Topic: Buying primecap now - a mistake?
Replies: 14
Views: 2061

Re: Buying primecap now - a mistake?

you can buy POGRX & POSKX Primecap oddessey funds directly from Primecap or thru vanguard VBS. They are stilll open.

investor
by investor
Wed Apr 25, 2018 3:21 pm
Forum: Investing - Help with Personal Investments
Topic: 40/60 Balanced Index ?
Replies: 10
Views: 1474

Re: 40/60 Balanced Index ?

Vanguard Wellesley (VWINX or VWIAX for admiral shares)

+1

investor
by investor
Sat Mar 10, 2018 3:16 pm
Forum: Investing - Help with Personal Investments
Topic: Investment Decisions for Widower
Replies: 20
Views: 1725

Re: Investment Decisions for Widower

I would consider putting the 500K into Wellington.

investor
by investor
Tue Mar 06, 2018 2:04 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (January 2018)
Replies: 28
Views: 3562

Re: madsinger monthly report (January 2018)

newsletter is subscription ; "The Independent Adviser for Vanguard Funds"
www.adviseronline.com. Advertised in most issues of Kiplingers
subscription costs change with the time of day, even for long term subscribers.

investor
by investor
Sun Mar 04, 2018 2:35 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (January 2018)
Replies: 28
Views: 3562

Re: madsinger monthly report (January 2018)

Thanks Brad for the monthly reports. I enjoy reading them. For those asking about the newsletter, I am a long term subscribers as I am here and a few other places. I do not follow suggestions from anyone. The newsletter forum is very good. I suggest you give it a trial for a year and in fact might b...
by investor
Wed Jan 17, 2018 12:18 am
Forum: Investing - Theory, News & General
Topic: Morningstar Premium for $99
Replies: 33
Views: 6638

Re: Morningstar Premium for $99

YES, Worth while.

investor
by investor
Wed Jan 17, 2018 12:14 am
Forum: Investing - Theory, News & General
Topic: AAII?
Replies: 5
Views: 820

Re: AAII?

AAII is into investor education and is not a newsletter. It is worth subscribing too.I have been a life member since the mid 1980's. Their articles are not in depth but do provide a good overview of many subjects related to personal finance and investing. They also have a good web site.

investor
by investor
Tue Nov 07, 2017 1:25 am
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (October 2017)
Replies: 9
Views: 1926

Re: madsinger monthly report (October 2017)

Thanks Brad,

Always look forward to this posting. Even if it is late this month :-)

investor
by investor
Sat Oct 21, 2017 3:56 pm
Forum: Personal Finance (Not Investing)
Topic: Does anyone here with net worths north of $1 mil use financial advisors?
Replies: 249
Views: 36653

Re: Does anyone here with net worths north of $1 mil use financial advisors?

I would think anyone smart enough to amass north of $1million would not need an advisor. Unless the $$$ were inherated or obtained in a similar way.

investor.
by investor
Tue Oct 03, 2017 12:47 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (September 2017)
Replies: 5
Views: 1282

Re: madsinger monthly report (September 2017)

Thanks Brad,

still happy with slow and steady Wellington

investor
by investor
Tue Sep 05, 2017 1:04 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (August 2017)
Replies: 14
Views: 2906

Re: madsinger monthly report (August 2017)

Thanks Brad.

as a note, the newsleter can almost always be had for $99/yr or less a year...They are always changing their price and do not favor current subscribers. An interesting way to do business.

investor
by investor
Tue Aug 01, 2017 12:38 pm
Forum: Investing - Help with Personal Investments
Topic: What to do with this fund - KIFAX
Replies: 9
Views: 726

Re: What to do with this fund - KIFAX

I just can't help but mention what a tragedy it is that a financial "advisor": 1) got you in that fund and 2) presumably, put it in your taxable account. How these "advisors" don't get put on probation or lose their licenses still confounds me. 1.75% Yes, liquidate it now. _________________________...
by investor
Sun Jul 23, 2017 5:11 pm
Forum: Investing - Theory, News & General
Topic: Most Americans don't trust financial advisers
Replies: 64
Views: 8000

Re: Most Americans don't trust financial advisers

I graduated HS in 1959. As seniors we took a class called 'Senior Problems'. Covered marriage and such topics. No finance. But there were no credit cards, cheap mutual funds, (in fact, few mutual funds), EF Hutton charging 2% each direction for stock trades. Stores did have Lay Away plans in lieu of...
by investor
Sun Jul 23, 2017 2:18 pm
Forum: Personal Finance (Not Investing)
Topic: Recommendation for Good Book on Personal Financial Planning?
Replies: 15
Views: 2459

Re: Recommendation for Good Book on Personal Financial Planning?

How to Make the Most of Your Money by Jane Bryant Quinn is outstanding or at least it was when I read it sometime in the 1980's. I might uggest a subscription to AAII . They are into investor education and have many entry level articles on personal finance and investments. They also have a few book...
by investor
Wed Jul 19, 2017 4:29 pm
Forum: Investing - Help with Personal Investments
Topic: Wellington VWELX or 3 fund portfolio
Replies: 20
Views: 4736

Re: Wellington VWELX or 3 fund portfolio

Wellington is still open to Vanguard investors..

investor
by investor
Tue Jul 11, 2017 10:55 pm
Forum: Investing - Theory, News & General
Topic: Morningstar Portfolio Manager
Replies: 5
Views: 660

Re: Morningstar Portfolio Manager

YES, just now noticed it.

investor
by investor
Sat Jul 08, 2017 10:51 am
Forum: Investing - Help with Personal Investments
Topic: VTMFX - Vanguard Tax Managed Balanced
Replies: 11
Views: 5003

Re: VTMFX - Vanguard Tax Managed Balanced

Very happy with VTMFX in Taxable account and Wellington in IRA account. I direct IRA RMD money that is not needed to VTMFX.. works for me.

investor
by investor
Wed Jul 05, 2017 3:52 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (June 2017)
Replies: 4
Views: 1093

Re: madsinger monthly report (June 2017)

thanks Brad

investor
by investor
Sun Jul 02, 2017 1:14 pm
Forum: Personal Consumer Issues
Topic: [Sam's Club, Costco, BJ's, and other wholesaler clubs]
Replies: 274
Views: 21601

Re: Sam's Club vs. Costco

There is a COSTCO and a SAM'S Club almost next door to each other in my neighborhood. Parking is always a problem at COSTCO so I go to SAMS. 90% of the products are the same, though brand names may change. COSTCO is probably the better store. We also have HD and LOWES almost next door to each other ...
by investor
Sun Jun 25, 2017 11:50 am
Forum: Investing - Theory, News & General
Topic: Your Favorite Vanguard Fund
Replies: 56
Views: 9080

Re: Your Favorite Vanguard Fund

WELLINGTON... been 'lucky' for 87 years :D

investor
by investor
Mon Jun 05, 2017 11:36 am
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (May 2017)
Replies: 6
Views: 1538

Re: madsinger monthly report (May 2017)

thanks Brad

investor
by investor
Sun May 28, 2017 12:24 pm
Forum: Investing - Help with Personal Investments
Topic: Voyager Select vs Flagship
Replies: 32
Views: 8179

Re: Voyager Select vs Flagship

Flagship clients also have access to some funds that are closed to other investors. do you happen to know which ones? the website did not have any specifics There is a complete list of all Vanguard funds here . The ones that are closed to new investors are marked CLOSED in a maroon box underneath t...
by investor
Wed May 17, 2017 10:06 pm
Forum: Investing - Help with Personal Investments
Topic: Is the Vanguard Balanced Index Fund all you need?
Replies: 58
Views: 15291

Re: Is the Vanguard Balanced Index Fund all you need?

might also consider Wellington in place of Balanced Index... not that much difference in er's. Compare them using PortfolioVisulizer.com

investor
by investor
Sun May 14, 2017 12:47 pm
Forum: Personal Consumer Issues
Topic: Check engine light comes on, need advice
Replies: 27
Views: 1991

Re: Check engine light comes on, need advice

I believe the dealer would also use the "code scan" to diagnose the problem. So getting the scan elsewhere should be just fine. You can probably put the resulting code, from the scan, into Google and get an English version of what the numbers mean.

investor
by investor
Sun May 14, 2017 12:37 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard's safest all-equity fund
Replies: 59
Views: 7875

Re: Vanguard's safest all-equity fund

SpringMan wrote:VMNVX, Vanguard's Global Minimum Volatility fund gets my vote. Its about 60% US, 40% foreign with goal of minimum volatility.

+1.. one of my favorites

investor
by investor
Fri May 12, 2017 12:01 am
Forum: Investing - Help with Personal Investments
Topic: Vanguard Income Dividend Growth Fund
Replies: 8
Views: 2222

Re: Vanguard Income Dividend Growth Fund

hushpuppy wrote: Dividend Growth concentrates on sustainability and growth of dividends, not absolute value of dividends. Don Kilbride of Wellington Management and his team typically have approximately fifty (50) of the best stocks in the fund meeting the sustainability and growth of dividends crite...
by investor
Mon May 08, 2017 10:02 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (April 2017)
Replies: 8
Views: 1727

Re: madsinger monthly report (April 2017)

Brad: here are the newsletter data:
fund, month, ytd

Growth 1.5%, 8.1%
Con Gw 1.3%, 7.5%
Income 1.4%, 6.8%
Growth Idx 1.3%, 7.2%

Thanks for your time and postings.

investor
by investor
Tue Apr 04, 2017 8:08 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (March 2017)
Replies: 4
Views: 1024

Re: madsinger monthly report (March 2017)

Thanks Brad..

investor
by investor
Sat Mar 18, 2017 2:49 am
Forum: Investing - Help with Personal Investments
Topic: VWELX [Vanguard Wellington]
Replies: 50
Views: 9472

Re: VWELX [Vanguard Wellington]

Wellington fund is one of the best funds out there . It is good one stop shopping for a tax deferred account . The expense ratio is very similar to that of an index fund. Managers change from time to time but the performance continues on. I have owned this fund for many years.(decades). In the case ...
by investor
Fri Mar 03, 2017 10:45 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (February 2017)
Replies: 12
Views: 2369

Re: madsinger monthly report (February 2017)

ditto the +1

Thanks Brad.

investor
by investor
Fri Feb 03, 2017 2:55 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (January 2017)
Replies: 4
Views: 1676

Re: madsinger monthly report (January 2017)

thanks Brad.... bonds dragging Wellington as expected.

investor
by investor
Fri Jan 27, 2017 2:05 pm
Forum: Investing - Theory, News & General
Topic: BRK - thoughts on interesting stock
Replies: 66
Views: 8283

Re: BRK - thoughts on interesting stock

BRK does not pay a dividend and is therefore tax efficient in a taxable account; if you do not sell it. Depends on why you might be holding it. I have owned BRK.b since the mid 1990's.

investor
by investor
Wed Jan 25, 2017 2:20 pm
Forum: Investing - Help with Personal Investments
Topic: T. Rowe Price Claims they consistently beat Indexing
Replies: 24
Views: 4437

Re: T. Rowe Price Claims they consistently beat Indexing

The only problem with PRWCX..TR Price Capital Appreciation fund - is that it is closed to new investors :greedy :D
(an advantage for current shareholders)

investor
by investor
Wed Jan 04, 2017 3:58 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (December 2016)
Replies: 13
Views: 2971

Re: madsinger monthly report (December 2016)

Thanks Brad.

I discovered WELLINGTON decades ago..hard to beat it.

investor
by investor
Mon Jan 02, 2017 10:26 pm
Forum: Personal Finance (Not Investing)
Topic: Another view on Vanguard security
Replies: 20
Views: 3123

Re: Another view on Vanguard security

in addition Vanguard sends you an e mail announcing any transaction that was just made. Those generally arrive in a couple of minutes.

investor
by investor
Mon Dec 26, 2016 12:11 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard Variable Annuity - Need advice
Replies: 14
Views: 2464

Re: Vanguard Variable Annuity - Need advice

I have a Vanguard Variable Annuity. Did a 1035 exchange into it many years ago when it first became available. The Balanced Fund is a direct clone of the Wellington fund and is a very good choice. In my case I do not need to annutize till I reach age 90. Till then I can do just as you say: withdraw ...
by investor
Fri Dec 09, 2016 9:23 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (November 2016)
Replies: 17
Views: 3067

Re: madsinger monthly report (November 2016)

Thanks Brad.. I enjoy your honesty and conviction... I just use balanced funds and let them worry about it all. But then I have played the game and have been retired for 20 years..Wellington and Wellesley in some combo work for me. just soooo much simpler.

investor.
by investor
Fri Dec 09, 2016 6:48 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (November 2016)
Replies: 17
Views: 3067

Re: madsinger monthly report (November 2016)

^^ indeed, now that is market timing :sharebeer . I used to play with "Benham Zero Coupon bonds fund" in a similar manner. But that was when rates were dropping.... Good luck

investor
by investor
Fri Dec 09, 2016 4:42 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (November 2016)
Replies: 17
Views: 3067

Re: madsinger monthly report (November 2016)

Brad:

you are now buying Long Bonds in a probably rising interest rate enviroment ? Did I read that correctly?

investor
by investor
Fri Dec 09, 2016 4:32 pm
Forum: Investing - Help with Personal Investments
Topic: Unload Healthcare Fund?
Replies: 36
Views: 3699

Re: Unload Healthcare Fund?

I would just keep it...Basically a good fund in what will be a good industry again when things settle out. Baby boomers retiring and going to need all sorts of health stuff and the fund has a good manager even after Ownens retired. Sure NOT a shrinking sector. Are you investing long term or for just...
by investor
Sat Dec 03, 2016 1:01 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (November 2016)
Replies: 17
Views: 3067

Re: madsinger monthly report (November 2016)

Thanks Brad.

Those managed Wellington and Wellesley funds are still doing just fine and have served me well in 20 + years of retirement.

investor
by investor
Sat Dec 03, 2016 12:55 pm
Forum: Personal Consumer Issues
Topic: Hearing aids: best brands and where to get them?
Replies: 35
Views: 5340

Re: Hearing aids: best brands and where to get them?

I had my hearing tested by an HMO, two (2) hearing aid companies and SAMS club. None of them knew of the others tests and they all gave the same diagnosis. I went with SAMS Club at $1000 each and they work just fine. Probably the same as COSTCO.

investor
by investor
Mon Nov 21, 2016 12:09 pm
Forum: Personal Finance (Not Investing)
Topic: Renting in L.A. - good school district
Replies: 16
Views: 1664

Re: Renting in L.A. - good school district

I second Torrance, CA

investor
by investor
Fri Nov 11, 2016 7:54 pm
Forum: Investing - Help with Personal Investments
Topic: VWIAX [Wellesley future if rates increase]
Replies: 7
Views: 1790

Re: VWIAX [Wellesley future if rates increase]

keep it. Just another cycle, it has gone through many.

investor
by investor
Mon Nov 07, 2016 2:38 pm
Forum: Personal Consumer Issues
Topic: Which state to move for milder weather
Replies: 118
Views: 16916

Re: Which state to move for milder weather

Southbay of California... Torrance. Has everything: great weather, Jobs, schools, beaches, close to many college, universities.

investor
by investor
Sun Nov 06, 2016 12:12 pm
Forum: Investing - Help with Personal Investments
Topic: Income funds
Replies: 26
Views: 3129

Re: Income funds

WELLESLEY
by investor
Wed Nov 02, 2016 10:24 am
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (October 2016)
Replies: 3
Views: 923

Re: madsinger monthly report (October 2016)

Thanks Brad... you have a PM

Wellington and Welelsley still holding true.

investor
by investor
Fri Oct 07, 2016 3:23 pm
Forum: Investing - Theory, News & General
Topic: madsinger monthly report (September 2016)
Replies: 9
Views: 1962

Re: madsinger monthly report (September 2016)

Thanks Brad....my Wellington and Welesley funds still lucky year after year after year after year.......

investor
by investor
Sun Oct 02, 2016 11:43 am
Forum: Investing - Help with Personal Investments
Topic: zero-dividend investing in taxable account
Replies: 58
Views: 9117

Re: zero-dividend investing in taxable account

Want zero dividends in a taxable account?
Buy BRK.b....Berkshire hathaway...never pays a dividend. Capital gain only if/when you sell it.

investor