Search found 27 matches
- Thu Feb 19, 2009 11:07 am
- Forum: Personal Consumer Issues
- Topic: OT- Trip to Italy
- Replies: 45
- Views: 7769
It has been 7 years since my wife and I took my mother to Italy. We stayed for two weeks, the first week we were on a guided tour with a company called Globus and were very happy with them. We stayed in Rome that whole week and used a tour bus to travel to site in Rome and to Pompeii and took the tr...
- Mon Jan 26, 2009 6:33 pm
- Forum: Personal Investments
- Topic: Capital gains
- Replies: 8
- Views: 1753
- Mon Jan 26, 2009 5:45 pm
- Forum: Personal Investments
- Topic: Capital gains
- Replies: 8
- Views: 1753
- Mon Jan 26, 2009 2:18 pm
- Forum: Personal Investments
- Topic: Capital gains
- Replies: 8
- Views: 1753
The TSM is only in my taxable account. After reading the Boglehead book and the forums, I had moved my IRA from individual stocks into bond funds and my 401k also went from stock funds to bond funds. I have significant losses in the TSM as I just started moving money into it in March of 07, but I do...
- Mon Jan 26, 2009 1:39 pm
- Forum: Personal Investments
- Topic: Capital gains
- Replies: 8
- Views: 1753
Not certain what you mean by the "lower price in 31 days" but you can sell shares of TSM in a taxable account and use that loss to offset the capital gain on the XOM stock. When you buy TSM in 31 days, you will have to pay the then current price for the fund. EO Thanks! By lower price I meant lower...
- Mon Jan 26, 2009 11:52 am
- Forum: Personal Investments
- Topic: Capital gains
- Replies: 8
- Views: 1753
Capital gains
Hi I have some stock in Exxon/Mobil that I inherited a number of years ago and after accounting for the last stock split have a cost basis of around $40.00 per share. I am considering selling the stock and offsetting the gains by selling an appropriate number of shares in my Total Stock Market fund ...
- Thu Dec 11, 2008 9:11 am
- Forum: Investing - Theory, News & General
- Topic: Two good Morningstar articles ! !
- Replies: 6
- Views: 2588
- Thu Oct 09, 2008 11:58 am
- Forum: Investing - Theory, News & General
- Topic: Bogleheads, et al: Are you REALLY Staying the Course? (POLL)
- Replies: 60
- Views: 12054
I have been in the process of moving from individual stocks and into index funds after posting both here and on the M* forum and receiving some excellent advice. My IRA's and 401K were shifted into bonds late in 06 and in our regular brokerage account have narrowed our individual stocks down white a...
- Tue Oct 07, 2008 2:57 pm
- Forum: Investing - Theory, News & General
- Topic: Invest or pay off your home?
- Replies: 30
- Views: 6087
- Wed May 28, 2008 9:29 am
- Forum: Investing - Theory, News & General
- Topic: What do you use to manage your portfolio?
- Replies: 46
- Views: 12445
I use this method I got from Schwabs website to create and excel sheet. 1. Create an Excel file with two sheets. Label the first sheet "Portfolio" and the second "Quotes." 2. On the Portfolio sheet, type your stock and mutual fund ticker symbols in column A. 3. On the Quotes sheet, place your cursor...
- Tue May 27, 2008 12:36 pm
- Forum: Personal Consumer Issues
- Topic: What Book Are YOU Currently Reading? PART II
- Replies: 1043
- Views: 298686
- Tue Apr 08, 2008 2:57 pm
- Forum: Personal Investments
- Topic: Portfolio advice (long)
- Replies: 5
- Views: 1643
Thanks for the update. Assuming that you want something like 50/50 and that everything is sellable, how about something like this as a goal to work toward? Taxable account 35% VTSAX/VTI Total Stock Market 15% VFWIX/VEU FTSE All-World ex-US 27.6% VOHIX Vanguard Ohio Long-Term Tax-Exempt Fund (or any...
- Sat Apr 05, 2008 6:26 am
- Forum: Personal Investments
- Topic: Small cap growth index or etf
- Replies: 11
- Views: 2414
Re: How it worked in the past...
Below shows the results for mixing up US Cap Weighted Market + US Small Growth for the period of 1970-2007. Not Nice :-( 1970-2007 (yearly rebalancing) 100% US Market ============== 10K Growth 490,149.10 CAGR 10.79 StDev 16.90 Sharpe 0.3725 90% US Market 10% US Small Growth =================== 10K ...
- Fri Apr 04, 2008 2:09 pm
- Forum: Personal Investments
- Topic: Portfolio advice (long)
- Replies: 5
- Views: 1643
- Fri Apr 04, 2008 9:59 am
- Forum: Personal Investments
- Topic: Portfolio advice (long)
- Replies: 5
- Views: 1643
I am very close to maxing out my 401k. We are in the 28% tax bracket and live in Ohio. Many of our individual stocks have been sold with gains. Of the positions we have left the only one with a loss is Huntington Bank. The investments available in my Fidelity 401k are as follows: RGAEX American Fund...
- Fri Apr 04, 2008 8:45 am
- Forum: Personal Investments
- Topic: Portfolio advice (long)
- Replies: 5
- Views: 1643
Portfolio advice (long)
This is kind of a continuation of a post that I had started in the original Diehard forum regarding indexing almost a year and a half ago. Rather than revive the old post I thought I would post here. Briefly my wife and I want to move out of individual stocks and into index funds primarily for ease ...
- Fri Apr 04, 2008 8:05 am
- Forum: Personal Investments
- Topic: Small cap growth index or etf
- Replies: 11
- Views: 2414
- Fri Apr 04, 2008 7:05 am
- Forum: Personal Investments
- Topic: Small cap growth index or etf
- Replies: 11
- Views: 2414
I guess part of my "problem" is that the bulk of my holdings are in a taxable account and as I sell off my individual stocks I am looking to invest more in the total stock market fund, but also other investments that would be good for a taxable portfolio. Not sure if posting my holdings and what pe...
- Thu Apr 03, 2008 6:37 pm
- Forum: Personal Investments
- Topic: Small cap growth index or etf
- Replies: 11
- Views: 2414
I guess part of my "problem" is that the bulk of my holdings are in a taxable account and as I sell off my individual stocks I am looking to invest more in the total stock market fund, but also other investments that would be good for a taxable portfolio. Not sure if posting my holdings and what per...
- Thu Apr 03, 2008 6:07 pm
- Forum: Personal Investments
- Topic: Small cap growth index or etf
- Replies: 11
- Views: 2414
- Thu Apr 03, 2008 5:28 pm
- Forum: Personal Investments
- Topic: Small cap growth index or etf
- Replies: 11
- Views: 2414
Small cap growth index or etf
I currently have my account at Schwab, where I prefer to keep it. I want to add a small cap growth index to my account. I can buy the Vanguard Small Cap Growth Index (VISGX) from Schwab, but there is a $49.95 charge for the purchase. However I can get the Vanguard Small Growth ETF (VBK) for a $8.95 ...
- Sat Mar 31, 2007 9:24 am
- Forum: Personal Investments
- Topic: allocation
- Replies: 2
- Views: 1506
allocation
Thats what I thought. By the way the book you co-wrote with Taylor and Michael has been a great help in making my move from a mixture of individual stocks and funds. I have transitioned my IRA into a bond index and an inflation protected fund, while my Roth(which is not that large) is allocated to a...
- Fri Mar 30, 2007 8:24 pm
- Forum: Personal Investments
- Topic: allocation
- Replies: 2
- Views: 1506
allocation
When I figure my asset allocation do I take all my accounts together both taxable and non taxable?
I have a taxable account, roth IRA, regular IRA and a company 401k
I have a taxable account, roth IRA, regular IRA and a company 401k
- Tue Mar 27, 2007 1:53 pm
- Forum: Investing - Theory, News & General
- Topic: Vanguard ETF(VTI) or Vanguard total stock mkt index
- Replies: 8
- Views: 3504
If the $12 difference in ERs between ETF and Investor shares is meaningful to you, then I would take a look at overall Schwab fees vs. Vanguard fees as well. I left Schwab when they changed their fee structure with the last facelift "to serve customers better". My inestment in VTMSX started with Ad...
- Tue Mar 27, 2007 1:20 pm
- Forum: Investing - Theory, News & General
- Topic: Vanguard ETF(VTI) or Vanguard total stock mkt index
- Replies: 8
- Views: 3504
Vanguard ETF(VTI) or Vanguard total stock mkt index
I currently am in the process of switching from individual stocks into index funds and I am ready to make my first purchase. I currently have my account at Schwab and was considering the purchase of the Vanguard Total stock mkt index ETF(ticker VTI). I can purchase the ETF for $9.95 but the Total st...
- Mon Mar 12, 2007 2:33 pm
- Forum: Personal Investments
- Topic: initial investment
- Replies: 2
- Views: 2275
- Mon Mar 12, 2007 1:37 pm
- Forum: Personal Investments
- Topic: initial investment
- Replies: 2
- Views: 2275
initial investment
I am getting ready to make my initial investment into an index fund that has two share classes, the difference being the fund expenses. Am I better off making the initial investment large enough to get the lower fee right away or buy the share class with the higher fee & dollar cost average since it...