Search found 1362 matches

by oldzey
Fri Nov 15, 2019 6:43 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1971
Views: 203479

Re: U.S. stocks continue to soar!

Thank you, Jack! :beer
by oldzey
Fri Nov 15, 2019 12:37 am
Forum: Investing - Theory, News & General
Topic: Mel's Unloved Mid-Caps Finally Getting Some Respect
Replies: 79
Views: 12103

Re: Mel's Unloved Mid-Caps Finally Getting Some Respect

HEDGEFUNDIE wrote:
Thu Nov 14, 2019 10:53 pm
How did we miss this?

https://youtu.be/Gun52gbWS_s
Great find, HEDGEFUNDIE! :thumbsup
by oldzey
Thu Nov 14, 2019 12:26 am
Forum: Investing - Theory, News & General
Topic: Jack Bogle - Two Fund Portfolio
Replies: 136
Views: 27269

Re: Jack Bogle - Two Fund Portfolio

oldzey wrote:
Sun Nov 04, 2018 11:32 pm
oldzey wrote:
Wed Aug 02, 2017 12:24 am
Affirmative - I use two funds:

Total U.S. Stock Market Index Fund
TIAA Traditional
Still staying the course with these two funds. :beer
I'm back to three funds, having added VIMAX (aka Mel's Unloved Mid-Caps) as the 3rd fund.
by oldzey
Sun Nov 10, 2019 2:17 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1971
Views: 203479

Re: U.S. stocks continue to soar!

After 18 months of moving nowhere, it was nice to have a week like this last one, it only took 3 consecutive earnings seasons to convince enough doubters. Shaping up to be one of those years where you struggle to keep your AA simply pouring new money into bonds. Here's to hoping the bull continues ...
by oldzey
Sun Nov 10, 2019 12:02 pm
Forum: Investing - Theory, News & General
Topic: If you were forced to pick an alternative asset...
Replies: 101
Views: 6066

Re: If you were forced to pick an alternative asset...

Antiques/collectibles. I recently participated with the disposition of these alternative "assets" (packing, boxing, moving, breaking, etc.). My Mom was an avid collector (RIP) - her house was filled wall to wall with nice Victorian-era antiques. She loved them. Mom claimed that her treasures would b...
by oldzey
Sat Nov 09, 2019 2:38 pm
Forum: Investing - Theory, News & General
Topic: Philadelphia Inquirer reports--Vanguard cut fees, this time on 15 S&P and Russell index-based ETFs
Replies: 13
Views: 1854

Re: Philadelphia Inquirer reports--Vanguard cut fees, this time on 15 S&P and Russell index-based ETFs

Great news!

Thanks for the information, MFInvestor!

I tax-loss harvested U.S. equity ETFs multiple times last December, and VONE is what I was holding when U.S. equities went back up.

I'll gladly take the 4 bps. Thank you, Vanguard! :beer

Image
by oldzey
Fri Nov 08, 2019 4:52 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1971
Views: 203479

Re: U.S. stocks continue to soar!

Lee_WSP wrote:
Fri Nov 08, 2019 4:17 pm
Stinky wrote:
Fri Nov 08, 2019 4:04 pm
Melt-up at the close today.

Another record closing high for S&P.
:sharebeer :beer
:moneybag :moneybag :moneybag
A toast to U.S. stocks - may they continue to soar! :sharebeer

Image

Have a great weekend, all! :beer
by oldzey
Fri Nov 08, 2019 12:26 am
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1971
Views: 203479

Re: U.S. stocks continue to soar!

DaftInvestor wrote:
Thu Nov 07, 2019 9:49 am
Looks like it will be another great day to be invested in the stock market!
It's always a great day to invest in U.S. stocks. :beer
by oldzey
Sun Nov 03, 2019 12:57 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1971
Views: 203479

Re: U.S. stocks continue to soar!

JoMoney wrote:
Sat Nov 02, 2019 11:20 pm
oldzey wrote:
Sat Nov 02, 2019 10:43 pm
U.S. stocks, please continue to soar!

Thank you!
...
Nice image :beer
🇺🇸 Strength Opportunity Aspiration Results 🇺🇸
Thank you, JoMoney!

SOAR, indeed! :sharebeer
by oldzey
Sat Nov 02, 2019 10:43 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1971
Views: 203479

Re: U.S. stocks continue to soar!

U.S. stocks, please continue to soar!

Thank you!

Image
by oldzey
Sat Nov 02, 2019 11:45 am
Forum: Investing - Theory, News & General
Topic: Mel's Unloved Mid-Caps Finally Getting Some Respect
Replies: 79
Views: 12103

Re: Mel's Unloved Mid-Caps Finally Getting Some Respect

After clicking on Mel's OP link and going to an arbitrary page, I realized that the thread is pretty old. [/snip] Looks like the investing world is finally realizing what I started saying back in 1999 about mid-caps. Because of my ongoing posts promoting mid-caps, they became known as "Mel's Unlove...
by oldzey
Fri Nov 01, 2019 10:12 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1971
Views: 203479

Re: U.S. stocks continue to soar!

oldzey wrote:
Mon Oct 28, 2019 5:15 pm
A good start to the week for U.S. stocks! :beer
[/snip image of eagle flying over mountains]
And a good end to the week for U.S. stocks! :sharebeer
Image
by oldzey
Wed Oct 30, 2019 11:10 pm
Forum: Investing - Theory, News & General
Topic: Mel's Unloved Mid-Caps Finally Getting Some Respect
Replies: 79
Views: 12103

Re: Mel's Unloved Mid-Caps Finally Getting Some Respect

Looks like the investing world is finally realizing what I started saying back in 1999 about mid-caps. Because of my ongoing posts promoting mid-caps, they became known as "Mel's Unloved Mid-Caps". Better late than never! http://abcnews.go.com/Business/print?id=23366403 Happy Easter! Here's an arch...
by oldzey
Wed Oct 30, 2019 1:12 pm
Forum: Investing - Theory, News & General
Topic: 20 yr review of Mel's Unloved Midcaps
Replies: 43
Views: 9712

Re: 20 yr review of Mel's Unloved Midcaps

I've enjoyed reading through some of the 20 years of posts about Mel's Unloved Midcaps: 2000: http://socialize.morningstar.com/NewSocialize/forums/p/27802/27802.aspx#27802 2007: http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=2340997 2008: https://www.bogleheads.org/for...
by oldzey
Wed Oct 30, 2019 11:40 am
Forum: Investing - Theory, News & General
Topic: 20 yr review of Mel's Unloved Midcaps
Replies: 43
Views: 9712

Re: 20 yr review of Mel's Unloved Midcaps

I've enjoyed reading through some of the 20 years of posts about Mel's Unloved Midcaps: 2000: http://socialize.morningstar.com/NewSocialize/forums/p/27802/27802.aspx#27802 2007: http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=2340997 2008: https://www.bogleheads.org/foru...
by oldzey
Mon Oct 28, 2019 5:15 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1971
Views: 203479

Re: U.S. stocks continue to soar!

A good start to the week for U.S. stocks! :beer

Image
by oldzey
Sun Oct 27, 2019 8:34 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1971
Views: 203479

Re: U.S. stocks continue to soar!

Cheez-It Guy wrote:
Sun Oct 27, 2019 8:31 pm
Where is the preferred place to view futures? No plans to act on the information. Just always curious to know.
Not sure if it's preferred or not, but this is what I use: https://www.investing.com/indices/indices-futures
by oldzey
Sun Oct 27, 2019 1:10 pm
Forum: Investing - Theory, News & General
Topic: Total International vs separate funds
Replies: 24
Views: 1730

Re: Total International vs separate funds

Here's a view of the funds used in Nisi's comparison - charted via M* charts from VGTSX inception date - 4/29/1996:

M* Chart: VGTSX, VEIEX, VEURX, & VPACX
by oldzey
Fri Oct 25, 2019 11:04 am
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1971
Views: 203479

Re: U.S. stocks continue to soar!

Continue to soar, U.S. stocks!

Image
by oldzey
Thu Oct 24, 2019 10:45 pm
Forum: Investing - Theory, News & General
Topic: "Invest In The Largest Mutual Fund In The World" World:
Replies: 17
Views: 2658

Re: "Invest In The Largest Mutual Fund In The World" World:

Apparently, there's a "diehard" fan of the largest mutual fund in the world:

Image
by oldzey
Sun Oct 20, 2019 12:09 pm
Forum: Investing - Theory, News & General
Topic: Help me think about Pakistani bond
Replies: 55
Views: 5004

Re: Help me think about Pakistani bond

This website might help you think about investing in various bonds:

https://www.transparency.org/cpi2018
by oldzey
Thu Oct 17, 2019 3:27 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1971
Views: 203479

Re: U.S. stocks continue to soar!

ThereAreNoGurus wrote:
Tue Oct 15, 2019 5:00 pm
Bluce wrote:
Fri Oct 11, 2019 9:45 am
Image
Looks like it's diving rather than soaring... hmmmm.... :wink:
Up, up, and away!

Image
by oldzey
Wed Oct 16, 2019 8:11 pm
Forum: Investing - Theory, News & General
Topic: Composition and safety of TIAA traditional annuity
Replies: 108
Views: 9484

Re: Composition and safety of TIAA traditional annuity

FYI, yogibearbull (at the M* TIAA Funds forum ) archives TIAA Traditional (RA, RC, RCP, SRA, & IRA) rates at the start of each month. For example: Oct. 1, 2019: https://community.morningstar.com/t5/TIAA-Funds/TIAA-Traditional-Rates-October-1-2019/td-p/24882 Sept. 1, 2019: https://community.morningst...
by oldzey
Sun Oct 06, 2019 11:35 am
Forum: Investing - Theory, News & General
Topic: Graphic of Index Investing
Replies: 7
Views: 2583

Re: Graphic of Index Investing

Quite a bit of eye candy - takes a while to load on my computer.

Here's an example of that: https://www.ifa.com/portfolios/75
by oldzey
Fri Oct 04, 2019 6:41 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1971
Views: 203479

Re: U.S. stocks continue to soar!

And back to the topic, U.S. stocks did indeed soar today...

Image

Cheers!
:beer
by oldzey
Thu Oct 03, 2019 9:21 pm
Forum: Investing - Theory, News & General
Topic: Press Release 10/1/19--Vanguard Adds To Its Active Lineup With Launch Of International Core Stock Fund
Replies: 68
Views: 7349

Re: Press Release 10/1/19--Vanguard Adds To Its Active Lineup With Launch Of International Core Stock Fund

Were Mr. Bogle still with us, one can only imagine his comments while discussing this fund (akin to his Bitcoin or Smart Beta remarks).
by oldzey
Thu Oct 03, 2019 3:24 pm
Forum: Investing - Theory, News & General
Topic: If you use Vanguard (Brokerage), why do you stay?
Replies: 58
Views: 6678

Re: If you use Vanguard (Brokerage), why do you stay?

Probably for the same reasons I keep my old beat-up windbreaker, USAA insurance, my 10-year old Honda, and my ISP (which I'm always getting bugged to change).

The reasons: a combination of getting older, familiarity, apathy, and no urgent/pressing need to find alternatives.
by oldzey
Tue Oct 01, 2019 8:52 pm
Forum: Investing - Theory, News & General
Topic: Know when to hold them and when to fold them......
Replies: 148
Views: 13901

Re: Know when to hold them and when to fold them......

/snip Have you changed or rethought your international exposure lately and what did you do if anything? Nope - still staying the course at 0% international for the past 5 years. Never count your money while you're sitting at the table. There'll be time enough for countin' when the dealin's done.
by oldzey
Sun Sep 29, 2019 8:30 pm
Forum: Investing - Theory, News & General
Topic: S&P500 calculate S&P500 Total Return Index
Replies: 6
Views: 812

Re: S&P500 calculate S&P500 Total Return Index

P.S. PopOff, see this post as well: viewtopic.php?t=191038

Best,
oldzey
by oldzey
Sun Sep 29, 2019 12:46 pm
Forum: Investing - Theory, News & General
Topic: S&P500 calculate S&P500 Total Return Index
Replies: 6
Views: 812

Re: S&P500 calculate S&P500 Total Return Index

Hi, is it possible of the Data spreadsheed from Robert Shiller to calculate the S&P500 Total return Index?: www.econ.yale.edu/~shiller/data/ie_data.xls Hi PopOff. Here's a couple links you might find useful: https://quotes.morningstar.com/chart/fund/chart.action?t=F00000W7S7 https://quotes.mornings...
by oldzey
Sun Sep 15, 2019 11:28 pm
Forum: Investing - Theory, News & General
Topic: S&P MidCap 400: Outperformance and Potential Applications
Replies: 22
Views: 3090

Re: S&P MidCap 400: Outperformance and Potential Applications

Looks like IJH (iShares Core S&P Mid-Cap ETF) has performed well since inception: M* Link
by oldzey
Sun Sep 15, 2019 12:22 pm
Forum: Investing - Theory, News & General
Topic: Best of Bogleheads - your #1 takeaway
Replies: 151
Views: 15339

Re: Best of Bogleheads - your #1 takeaway

Mel Lindauer wrote:
Sun Sep 15, 2019 7:05 am
I'm surprised that I haven't seen what I consider to be the #1 lesson folks need to learn. None of the other things listed in this thread can happen if you don't follow rule #1 which is:

Learn to live below your means.
+1
by oldzey
Sat Sep 14, 2019 11:19 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads, how are your three fund portfolios doing?
Replies: 45
Views: 4876

Re: Bogleheads, how are your three fund portfolios doing?

me112964 wrote:
Sat Sep 14, 2019 4:17 pm
Any Bogleheads interested in sharing how your 3 fund portfolios have been performing in the past 1, 5 and 10 years?
Here is a chart of the growth of the 3 funds over the past 23+ years: M* Chart
by oldzey
Sat Sep 14, 2019 9:14 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads, how are your three fund portfolios doing?
Replies: 45
Views: 4876

Re: Bogleheads, how are your three fund portfolios doing?

me112964 wrote:
Sat Sep 14, 2019 4:17 pm
Any Bogleheads interested in sharing how your 3 fund portfolios have been performing in the past 1, 5 and 10 years?
Not mine personally... but FYI.

https://www.marketwatch.com/lazyportfol ... er-starter

https://www.marketwatch.com/lazyportfolio
by oldzey
Sat Sep 14, 2019 4:12 pm
Forum: Investing - Theory, News & General
Topic: S&P MidCap 400: Outperformance and Potential Applications
Replies: 22
Views: 3090

Re: S&P MidCap 400: Outperformance and Potential Applications

Hi oldzey, Thanks for the links to the older posts. I am quite a newbie in investing so I try to learn as much as I can. Cheers! imak Imak, I'll add one more link from Mel Lindauer (circa 2007) about Mid-Cap investing: http://socialize.morningstar.com/NewSocialize/ViewPost.aspx?apptype=0&PostID=234...
by oldzey
Wed Sep 11, 2019 3:35 am
Forum: Investing - Theory, News & General
Topic: [Why did my fund suddenly drop in value?]
Replies: 231
Views: 218113

Re: [Why did my fund suddenly drop in value?]

Well, it's that time again - here's the latest information from Vanguard: https://investornews.vanguard/upcoming- ... formation/
by oldzey
Sun Sep 08, 2019 7:07 pm
Forum: Investing - Theory, News & General
Topic: "Warren Buffett's Investing Plan for His Family: Why It's a Good Plan for Your Family, Too"
Replies: 78
Views: 8352

Re: "Warren Buffett's Investing Plan for His Family: Why It's a Good Plan for Your Family, Too"

Warren Buffett has pledged to give away 99% or more of his wealth, according to his statement at The Giving Pledge . Mr. Buffett has a net worth of US $80.8 billion as of September 8, 2019: https://www.forbes.com/profile/warren-buffett/#7916354b4639 So, he plans to keep 1% of $80.8B to pass on to hi...
by oldzey
Sun Sep 08, 2019 1:26 pm
Forum: Personal Investments
Topic: Is it a right time to start invest ?
Replies: 27
Views: 2729

Re: Is it a right time to start invest ?

Hi there, I'm a newbee to this form and investing. I'm hearing a lot of noise about recession in next few months. I have recently finished reading Bogleheads guide for investors .. But I'm still asking this question .. Is it a good time to go buy some index funds or should I wait for few more month...
by oldzey
Sun Sep 08, 2019 12:06 am
Forum: Personal Investments
Topic: VTIAX International fund - should I give up on it?
Replies: 297
Views: 27256

Re: VTIAX International fund - should I give up on it?

Like many, I have an international fund in my portfolio for diversification. Unfortunately, it seems like this play does nothing but consistently bring the rest of my portfolio down. What are your thoughts on VTIAX? After recent event it's pretty much given back all gains for the year and it seems ...
by oldzey
Wed Sep 04, 2019 11:26 pm
Forum: Investing - Theory, News & General
Topic: 3 fund people how are you feeling?
Replies: 112
Views: 13382

Re: 3 fund people how are you feeling?

I feel free.

3 U.S. Total Stock Market Index Funds/ETFS in 3 accounts (403b, Roth, Taxable) + TIAA Traditional in 403b.

I'm lovin' it.

https://www.youtube.com/watch?v=l1QihWLLKGY
by oldzey
Sun Sep 01, 2019 1:12 pm
Forum: Investing - Theory, News & General
Topic: First 20% of bonds in long-term Treasuries
Replies: 290
Views: 20284

Re: First 20% of bonds in long-term Treasuries

Fortunately, I have access to TIAA Traditional , which I use for my entire fixed income allocation (20% of my portfolio). The liquid version of TIAA Trad. is still very appealing, but the 'illiquid' version I have access to pays the same 3%, so there's very little reason to own it instead other tha...
by oldzey
Tue Aug 27, 2019 9:37 pm
Forum: Investing - Theory, News & General
Topic: Best of Bogleheads - your #1 takeaway
Replies: 151
Views: 15339

Re: Best of Bogleheads - your #1 takeaway

Oatmeal is a complex subject.
by oldzey
Mon Aug 26, 2019 4:17 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 12340
Views: 2128192

Re: U.S. stocks in free fall

oldzey wrote:
Fri Aug 23, 2019 5:38 pm
A great day to do nothing.
Another great day to do nothing about investing.
by oldzey
Sun Aug 25, 2019 10:43 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 12340
Views: 2128192

Re: U.S. stocks in free fall

J G Bankerton wrote:
Sun Aug 25, 2019 9:35 pm
Bluce wrote:
Sun Aug 25, 2019 9:00 pm
So what percentage drop would be The Mother of all RBDs? :confused (or, TMOARBDS)
Anything over −20.47% the record set on October 19, 1987. I lived through that one and am doing fine.
That would be a day for TLH.
by oldzey
Sun Aug 25, 2019 7:10 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 12340
Views: 2128192

Re: U.S. stocks in free fall

Come on, Tuesday! We're depending on you to do your stuff. Have to get through Monday first (which is not a Friday, btw). :P ------------------------------------------------------------------------------------------- A livesoft-defined RBD for VFINX meets all of these criteria: 1) VFINX drop of 2.5...