Search found 19 matches

by johnohh
Sat Jun 10, 2017 5:10 pm
Forum: Investing - Theory, News & General
Topic: yahoo finance - adjusted price data incorrect?
Replies: 63
Views: 9164

Re: yahoo finance - adjusted price data incorrect?

June 10th, 2017
yahoo once again has correct adjusted closing prices (checked spy, bnd, nly, vfinx)
by johnohh
Wed Jun 07, 2017 3:59 pm
Forum: Investing - Theory, News & General
Topic: yahoo finance - adjusted price data incorrect?
Replies: 63
Views: 9164

Re: yahoo finance - adjusted price data incorrect?

yahoo is such a tease. I had checked spy, nly, and tlt last night and all were showing correct adjusted closes. But right now? They're all incorrect again, back to close = adj close.
by johnohh
Tue Jun 06, 2017 6:00 pm
Forum: Investing - Theory, News & General
Topic: yahoo finance - adjusted price data incorrect?
Replies: 63
Views: 9164

Re: yahoo finance - adjusted price data incorrect?

June 6, 2017. yahoo adjusted close prices appear to be working again....
by johnohh
Thu May 18, 2017 9:43 pm
Forum: Investing - Theory, News & General
Topic: yahoo finance - adjusted price data incorrect?
Replies: 63
Views: 9164

Re: yahoo finance - adjusted price data incorrect?

What is the best way to calculate the daily return when a distribution occurs? Is it (ex-divided price + dividend) / previous price Or is it ex-dividend price / (previous price - dividend) If I understand the link in jimb_fromATL 's post correctly, Yahoo uses the second method when adjusting prices...
by johnohh
Thu May 18, 2017 7:15 pm
Forum: Investing - Theory, News & General
Topic: yahoo finance - adjusted price data incorrect?
Replies: 63
Views: 9164

Re: yahoo finance - adjusted price data incorrect?

My VMBFX adj close values for 4/27, 4/28, and 5/1 are 10.709, 10.719, and 10.720. What do you propose they should be? The adjusted close value should be: 10.709, 10.74, and 10.72. 10.74 is the value that results from the formula I suggested for cell D4: D5*B4/(B5*(1+C5/E5)). When that formula in D4...
by johnohh
Wed May 17, 2017 6:34 pm
Forum: Investing - Theory, News & General
Topic: yahoo finance - adjusted price data incorrect?
Replies: 63
Views: 9164

Re: yahoo finance - adjusted price data incorrect?

I've been creating my own "adjusted close" column while waiting for yahoo to get its act together. You just combine their price and dividend values then add a column for adjusted close. Here's a sample using VBMFX - the formula is spelled out in column E. http://i66.tinypic.com/50fg90.png The total...
by johnohh
Wed May 17, 2017 2:32 pm
Forum: Investing - Theory, News & General
Topic: yahoo finance - adjusted price data incorrect?
Replies: 63
Views: 9164

Re: yahoo finance - adjusted price data incorrect?

This is bad, especially for those who track bond funds. Without the adjusted price, the Yahoo Finance price data, chart, and historical data for the Vanguard Total Bond Index (VBMFX) is totally useless, because the fund makes most of its money through dividends. Oh well... I've been creating my own...
by johnohh
Tue May 16, 2017 6:45 pm
Forum: Investing - Theory, News & General
Topic: yahoo finance - adjusted price data incorrect?
Replies: 63
Views: 9164

Re: yahoo finance - adjusted price data incorrect?

i was pulling price history data from finance.yahoo.com, and i noticed that the "adjusted close price" is the same as the "close price" even before/after dividend payments. Is there a bug in the site? This has been true off and on for 18 months on yahoo. Very frustrating. This information is useful...
by johnohh
Tue May 09, 2017 6:59 pm
Forum: Investing - Theory, News & General
Topic: Looking for sp500 revenue and divisor data
Replies: 7
Views: 666

Re: Looking for sp500 revenue and divisor data

By revenue, do you mean earnings/share? Paul no not earnings, but sales per share. For instance, the 2016 sales per share for the sp500 was $1150/share on an average index divisor of 8.66B, which translates to $9.97T in sales for 2016 For earnings we had a 2016 GAAP EPS of $94.55/share on an averag...
by johnohh
Tue May 09, 2017 4:47 pm
Forum: Investing - Theory, News & General
Topic: Looking for sp500 revenue and divisor data
Replies: 7
Views: 666

Re: Looking for sp500 revenue and divisor data

Phineas J. Whoopee wrote:I don't know of any sources for free or for cheap. Are you willing to pay institutional-level prices?
PJW
yes, at least for the sake of argument
by johnohh
Tue May 09, 2017 1:16 pm
Forum: Investing - Theory, News & General
Topic: Looking for sp500 revenue and divisor data
Replies: 7
Views: 666

Looking for sp500 revenue and divisor data

I'd like to know the long term historical values for sp500 revenue and market capitalization, which means I need the data for revenue and the index divisor. The Spindices website has quarterly values for the divisor back to 1988, and revenue back to 2000. I just got off the phone with an S&P salespe...
by johnohh
Sun Oct 04, 2015 8:05 pm
Forum: Investing - Theory, News & General
Topic: Looking for sp500 revenue and divisor data
Replies: 0
Views: 300

Looking for sp500 revenue and divisor data

Prof Robert Shiller's site has monthly sp500/composite data all the way back to 1871 for index price, earnings per share, dividends, cpi and long interest rates. I would now like to find data for sp500 sales revenue, and the index divisor, for as far back as possible. The Spindices website only has ...
by johnohh
Wed Jan 01, 2014 1:09 pm
Forum: Investing - Theory, News & General
Topic: The inevitability of rising inflation--is it so?
Replies: 130
Views: 10020

Re: The inevitability of rising inflation--is it so?

In washington last month Larry Summers pointed out that as the 20th century business capex of increasingly-costly bricks and mortar has been replaced by a 21st century business capex of decreasingly-costly computers, deflationary pressures are more significant and long-term than is currently appreci...
by johnohh
Wed Jan 01, 2014 1:01 pm
Forum: Investing - Help with Personal Investments
Topic: Desired portfolio size at retirement?
Replies: 41
Views: 4451

Re: Desired portfolio size at retirement?

I wish the poll specified whether people are answering on behalf of just themselves as a single person, or for two people since they're married.
by johnohh
Sat Dec 28, 2013 10:53 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard Target Retirement Income Fund dropped 25 points!!
Replies: 8
Views: 2265

Re: Vanguard Target Retirement Income Fund dropped 25 points

Doesn't a reinvested dividend add to the value Not yet. Sometime next week you will have more shares once the dividend has been actually paid. You are in a limbo period right now where that dividend money is indeed owed to you and yet your account doesn't show any evidence of it. Its annoying, but ...
by johnohh
Sat Dec 28, 2013 10:31 pm
Forum: Investing - Help with Personal Investments
Topic: Sell blue chips at high and rebuy or hold?
Replies: 12
Views: 1427

Re: Sell blue chips at high and rebuy or hold?

Waiting for a dip to buy is usually a prescription for buying at a higher price once you realize that the dip isn't happening. I would gradually sell out of these stocks not because of their current high price but because index funds are better. No reason to sell all at once though and end up paying...
by johnohh
Sat Dec 28, 2013 1:19 pm
Forum: Investing - Help with Personal Investments
Topic: Please Help a 36 Yr Old With $7m+ Portfolio
Replies: 83
Views: 15518

Re: Please Help a 36 Yr Old With $7m+ Portfolio

A quick commercial for the aggressive point of view. Since the dumbest people tend to be so reckless, this can result in the smart people (like all of us!) overcompensating and becoming too careful. Asset allocation for young people like you is just about avoiding ulcers since long term returns are ...
by johnohh
Wed Dec 25, 2013 7:59 pm
Forum: Investing - Help with Personal Investments
Topic: Totally New to BogleStyle after firing adviser. Please help!
Replies: 27
Views: 3346

Re: Totally New to BogleStyle after firing adviser. Please h

I'm okay with your original 75/25 mix and feel that the old "age in bonds" theory deserves a rethink. Longevity risk is a bigger deal now than it used to be, and equities are the hedge against it. Bonds are coming off a 30-year bull run. Bond interest payments stay flat but equity dividend...
by johnohh
Wed Dec 25, 2013 7:28 pm
Forum: Investing - Help with Personal Investments
Topic: 69 year old would like retirement planning help!
Replies: 35
Views: 2386

Re: 69 year old would like retirement planning help!

just to throw in my 2 cents on owning vs renting. If there are two homes side-by-side and you can buy one or rent the other, buying wins hands down. If you want to maximize your dollars and don't want to move around, then buy a low maintenance house and make ANY needed repairs/upgrades right at the ...