Search found 1117 matches

by oldzey
Wed Jan 16, 2019 10:24 pm
Forum: Investing - Theory, News & General
Topic: John Bogle has died at age 89
Replies: 818
Views: 39709

Re: John Bogle has died at age 89

Rest in Peace, Jack!

Thank you, Jack!
by oldzey
Sat Jan 12, 2019 3:41 pm
Forum: Investing - Theory, News & General
Topic: Who has the highest allocation to international stocks?
Replies: 65
Views: 5761

Re: Who has the highest allocation to international stocks?

Who has the highest allocation to international stocks?

Not me. :beer
by oldzey
Fri Jan 11, 2019 4:23 pm
Forum: Investing - Theory, News & General
Topic: Did you ever "win" big?
Replies: 133
Views: 9559

Re: Did you ever "win" big?

As far as it pertains to picking stocks, no - but my total stock market index funds have done well.
by oldzey
Wed Jan 09, 2019 10:31 pm
Forum: Investing - Theory, News & General
Topic: BHers, what is your Roth IRA %?
Replies: 113
Views: 5247

Re: BHers, what is your Roth IRA %?

403b: 62.86%
ROTH: 23.78%
TAXABLE: 13.36%

Does not include cash.
by oldzey
Tue Jan 08, 2019 10:20 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 553
Views: 60538

Re: U.S. stocks continue to soar!

Keep on soaring!

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by oldzey
Sat Jan 05, 2019 11:03 pm
Forum: Investing - Theory, News & General
Topic: Jack Bogle - Two Fund Portfolio
Replies: 106
Views: 21622

Re: Jack Bogle - Two Fund Portfolio

Affirmative - I use two funds: Total U.S. Stock Market Index Fund TIAA Traditional Will you consider annuitizing the TIAA Traditional at some future date? I have it as well but do not own enough of it to fill my bond space. I might annuitize it in my 70s if for no other reason than to make things d...
by oldzey
Mon Dec 31, 2018 10:49 pm
Forum: Personal Finance (Not Investing)
Topic: Share your net worth progression
Replies: 903
Views: 232801

Re: Share your net worth progression

12/31/2014: $70,639
12/31/2015: $104,133
12/31/2016: $152,362
12/31/2017: $211,738
12/31/2018: $238,838
by oldzey
Sat Dec 29, 2018 4:45 pm
Forum: Investing - Theory, News & General
Topic: Keep Calm and Boglehead On!
Replies: 36
Views: 5478

Re: Keep Calm and Boglehead On!

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Stay the Course! :beer
by oldzey
Mon Dec 24, 2018 1:06 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 10073
Views: 1782770

Re: U.S. stocks in free fall

Should be an interesting Thursday and Friday. In the meantime, Merry Christmas! :beer
by oldzey
Sat Dec 22, 2018 10:51 pm
Forum: Local Chapters and Bogleheads Community
Topic: My Christmas Present To You
Replies: 108
Views: 11164

Re: My Christmas Present To You

Thank you, Taylor!

Merry Christmas and God Bless all of you!
by oldzey
Wed Dec 19, 2018 5:58 am
Forum: Investing - Theory, News & General
Topic: So...do I keep buying more equities?
Replies: 49
Views: 5757

Re: So...do I keep buying more equities?

greg24 wrote:
Tue Dec 18, 2018 10:55 am
My automatic investments continue to purchase at my chosen asset allocation.
+1

Stay the Course! :beer
by oldzey
Sat Dec 15, 2018 4:51 am
Forum: Investing - Theory, News & General
Topic: S&P 500 ETF versus total stock index ETF
Replies: 10
Views: 1369

Re: S&P 500 ETF versus total stock index ETF

Why not use a combination of S&P 500 and CRSP US Total Market indexes? I currently do, plus the Russell 3000 index (sometimes I also use the CRSP US Large Cap index). Here's the account placement for my index funds and ETFs: Roth: VFIAX - Vanguard 500 Index Fund Admiral Shares 403b: TIEIX - TIAA-CRE...
by oldzey
Fri Dec 14, 2018 5:17 pm
Forum: Investing - Theory, News & General
Topic: "Don't Put Beating The Market Atop Your To-Do List"
Replies: 1
Views: 455

Re: "Don't Put Beating The Market Atop Your To-Do List"

Thanks for sharing the link to the M* video, Taylor!
by oldzey
Fri Dec 14, 2018 5:29 am
Forum: Investing - Theory, News & General
Topic: Recession Coming
Replies: 56
Views: 7312

Re: Recession Coming

A little chaos now and then is to be expected.

Gary Oldman explains why graffiti is good for the world!
by oldzey
Thu Dec 13, 2018 5:03 am
Forum: Personal Finance (Not Investing)
Topic: What is/ was your career and would you recommend it now?
Replies: 408
Views: 41672

Re: What types of jobs do Bogleheads have?

In chronological order starting about age 12: Newspaper delivery Detasseling corn Lawnmowing/raking/landscaping Foodservice (multiple jobs throughout the years) Telemarketer Woodworking Rental property management Night stock at grocery store Antique store retail clerk Chef Restaurant Manager Teachi...
by oldzey
Thu Dec 13, 2018 3:01 am
Forum: Investing - Theory, News & General
Topic: "How NOT To Beat The Market"
Replies: 15
Views: 2284

Re: "How NOT To Beat The Market"

“As a general rule of thumb, the more complexity that exists in a Wall Street creation, the faster and farther investors should run.”
–- David Swensen
by oldzey
Tue Dec 11, 2018 9:13 pm
Forum: Investing - Theory, News & General
Topic: Article: Your love of index funds is terrible for our economy
Replies: 62
Views: 7342

Re: Article: Your love of index funds is terrible for our economy

Active investors have been lamenting that index funds are bad since 1976... Is this image a real vintage poster? Where’d you pick this up? Yes it is a real thing, and the origins of the poster is described in this speech by Jack Bogle: As The Index Fund Moves from Heresy to Dogma . . . What More Do...
by oldzey
Tue Dec 11, 2018 8:46 pm
Forum: Investing - Theory, News & General
Topic: Article: Your love of index funds is terrible for our economy
Replies: 62
Views: 7342

Re: Article: Your love of index funds is terrible for our economy

Active investors have been lamenting that index funds are bad since 1976...

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by oldzey
Tue Dec 11, 2018 4:41 pm
Forum: Investing - Theory, News & General
Topic: Article: Your love of index funds is terrible for our economy
Replies: 62
Views: 7342

Re: Article: Your love of index funds is terrible for our economy

Did it also call Index Funders unpatriotic? :D There's quite a thrashing going on against folks who just buy a U.S. Broad Market index fund and call it good enough. The international crowd calls it jingoistic xenophobia, and the active crowd calls it unpatriotic. But I suppose we'll have to just ge...
by oldzey
Mon Dec 10, 2018 3:09 am
Forum: Investing - Theory, News & General
Topic: "STAY THE COURSE" by John C. Bogle -- A Gem
Replies: 15
Views: 4328

Re: "STAY THE COURSE" by John C. Bogle -- A Gem

I'll add that there's a great photo of Jack on the back of the dust jacket.
by oldzey
Mon Dec 10, 2018 3:06 am
Forum: Investing - Theory, News & General
Topic: We Are Teetering on the Edge of A DEATH CROSS
Replies: 50
Views: 8623

Re: We Are Teetering on the Edge of A DEATH CROSS

The DEATH CROSS is fully operational.

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by oldzey
Mon Dec 10, 2018 2:57 am
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 10073
Views: 1782770

Re: U.S. stocks in freefall

Should be an interesting week. :twisted:
by oldzey
Sun Dec 09, 2018 9:39 pm
Forum: Investing - Theory, News & General
Topic: International underperformance - how to break it down
Replies: 52
Views: 4186

Re: International underperformance - how to break it down

Setting aside the last 10 years: 1. UK looks to be a disaster for decades because of Brexit. 2. Continental Europe: see above for cascading effects. 3. Japan: I’d love to hear an argument for future optimism. That’s nearly 60% of ex-US. To paraphrase Dirty Harry re:Europe + Japan: Do you feel lucky...
by oldzey
Sun Dec 09, 2018 5:29 pm
Forum: Investing - Theory, News & General
Topic: You already own international stocks with VTSMX etc [Vanguard Total Stock Market]
Replies: 57
Views: 4829

Re: You already own international stocks with VTSMX etc [Vanguard Total Stock Market]

In one of the interviews with JL Collins on Youtube he makes an argument against the need to explicitly include international funds or stocks in your portfolio, since broad-based index funds include big "U.S." companies with significant international business. I don't know who that is but many peop...
by oldzey
Sat Dec 08, 2018 4:44 pm
Forum: Investing - Theory, News & General
Topic: You already own international stocks with VTSMX etc [Vanguard Total Stock Market]
Replies: 57
Views: 4829

Re: You already own international stocks with VTSMX etc [Vanguard Total Stock Market]

I recommend "The Simple Path to Wealth" by JL Collins. I agree with Colllins' views on international investing, found in Chapter 15. He states that the 500 largest stocks in the U.S. make up about 80% of VTSAX , and that those 500 stocks generate half of their revenues/profits from markets outside t...
by oldzey
Fri Dec 07, 2018 5:32 pm
Forum: Investing - Theory, News & General
Topic: New Jack Bogle Book!
Replies: 51
Views: 8268

Re: New Jack Bogle Book!

My pre-ordered copy from Amazon arrived today - looking forward to reading it over the holidays.

Thank you, Jack! :beer
by oldzey
Wed Dec 05, 2018 10:55 pm
Forum: Investing - Theory, News & General
Topic: How long will TIAA Trad (3.5%) stay ahead of the fixed income pack?
Replies: 24
Views: 2366

Re: How long will TIAA Trad (3.5%) stay ahead of the fixed income pack?

That's why I wanted to see the future of whether this TIAA Trad will continue to be a good option. I plan to keep TIAA Traditional (TRAD) in my defined plan even if I leave my current employer and can't contribute to it anymore. I want to have the option available to annuitize TRAD in the future, w...
by oldzey
Wed Dec 05, 2018 4:26 pm
Forum: Investing - Theory, News & General
Topic: Edward Jones a Review and Analysis: Can Edward Jones be Used for a Boglehead Three Fund Portfolio?
Replies: 36
Views: 3668

Re: Edward Jones a Review and Analysis: Can Edward Jones be Used for a Boglehead Three Fund Portfolio?

I'd recommend simply typing "Edward Jones" into the search box at the upper right of this page and see what you find.

My sister and her husband use Edward Jones, but I bite my tongue, because their FA (like their insurance rep) is a "good friend".
by oldzey
Wed Dec 05, 2018 4:10 pm
Forum: Investing - Theory, News & General
Topic: Morningstar forum gone?
Replies: 11
Views: 1572

Re: Morningstar forum gone?

Yes, the M* website offerings do tend to wax and wane. A case in point are their charts - sometimes they work, sometimes they don't display the graphs, and sometimes they are simply unavailable. However, if you are signed in as a premium member, it seems that those issues are magically resolved (no ...
by oldzey
Mon Dec 03, 2018 6:08 pm
Forum: Investing - Theory, News & General
Topic: "STAY THE COURSE" by John C. Bogle -- A Gem
Replies: 15
Views: 4328

Re: "STAY THE COURSE" by John C. Bogle -- A Gem

Thank you for taking the time to organize and post the excerpts, Taylor!

Thank you, Jack!
by oldzey
Thu Nov 29, 2018 4:08 pm
Forum: Investing - Theory, News & General
Topic: Bogle Sounds a Warning on Index Funds
Replies: 103
Views: 18937

Re: Bogle Sounds a Warning on Index Funds

Yup, seems that the WSJ has upgraded their paywall, which comes as no surprise.
by oldzey
Thu Nov 29, 2018 12:43 am
Forum: Investing - Theory, News & General
Topic: New interview with Jack Bogle-Highly recommended
Replies: 4
Views: 1374

Re: New interview with Jack Bogle-Highly recommended

Thanks for posting, Paul!

Thank you, Jack!
by oldzey
Thu Nov 29, 2018 12:28 am
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 553
Views: 60538

Re: U.S. stocks continue to soar!

Was today the biggest up day of the year? I'm not sure how to check. Looks like for the S&P 500 today's +2.30% takes second place for the year (so far) First place goes to Mar 26 + 2.72% https://www.investing.com/indices/us-spx-500-historical-data I'll drink to that! :sharebeer https://i.imgur.com/...
by oldzey
Wed Nov 28, 2018 1:53 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 553
Views: 60538

Re: U.S. stocks continue to soar!

Back in the black. :sharebeer
by oldzey
Tue Nov 27, 2018 9:57 pm
Forum: Investing - Theory, News & General
Topic: First Crypto ETF Index Fund launched!!! $HODL
Replies: 73
Views: 6661

Re: First Crypto ETF Index Fund launched!!! $HODL

Can you buy marijuana with cryptocurrency? Just sayin'...
by oldzey
Mon Nov 26, 2018 11:17 pm
Forum: Investing - Theory, News & General
Topic: Worst investing year ever....
Replies: 103
Views: 17453

Re: Worst investing year ever....

aristotelian wrote:
Mon Nov 26, 2018 2:09 pm
I think anyone who went through the Great Depression or 2008 would beg to differ.
+1 - 2008-2009 were the worst investing years for me.
by oldzey
Mon Nov 26, 2018 11:12 pm
Forum: Personal Finance (Not Investing)
Topic: Student Debt
Replies: 11
Views: 991

Re: Student Debt

Until you are married, this debt is for your girlfriend to manage. Let her do the legwork on refinancing or loan forgiveness plans that she might be eligible for. It is fine to discuss the impact on your future joint finances, but remember that is is her issue to deal with for now. Don’t take respo...
by oldzey
Sun Nov 25, 2018 10:15 pm
Forum: Investing - Theory, News & General
Topic: "Stay The Course" by John Bogle
Replies: 36
Views: 6809

Re: "Stay The Course" by John Bogle

Thanks for the tip. It worked. $18.95, final price after applying NOVBOOK18, isn't too bad. I find it deeply disturbing that the Kindle edition is $34.95... anyway... I bought it. I am sorry, I should have pointed out that the book page for me also showed a coupon worth $1.38 that could be applied ...
by oldzey
Sun Nov 25, 2018 5:50 pm
Forum: Investing - Theory, News & General
Topic: What is your allocation to U.S. and International?
Replies: 220
Views: 14274

Re: What is your allocation to U.S. and International?

In relation to the never ending debate of portfolio allocation, I am interested in thoughts on the allocation between U.S. and International stocks and bonds. OP, as you stated, the debate is never-ending. And to paraphrase Jack or Taylor or both, when the debate is never-ending, it's probably beca...
by oldzey
Sat Nov 24, 2018 9:35 pm
Forum: Investing - Theory, News & General
Topic: What is your allocation to U.S. and International?
Replies: 220
Views: 14274

Re: What is your allocation to U.S. and International?

As a U.S. investor, I hold 75% U.S. equities and 25% U.S. fixed income.

So, 0% international for me! :beer

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by oldzey
Tue Nov 20, 2018 6:21 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 10073
Views: 1782770

Re: U.S. stocks in freefall

lostdog wrote:
Tue Nov 20, 2018 6:10 pm
Uninstalled Vanguard app on my phone. :)
:thumbsup 8-)
by oldzey
Tue Nov 20, 2018 4:16 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 10073
Views: 1782770

Re: U.S. stocks in freefall

Surprise! :twisted:

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by oldzey
Mon Nov 19, 2018 12:03 am
Forum: Investing - Theory, News & General
Topic: 2 Fund Ports: Everything You NEED?
Replies: 32
Views: 4012

Re: 2 Fund Ports: Everything You NEED?

2 funder here.

U.S. Total Market Index Fund + TIAA Traditional.

75%/25%

Simple - everything I need for my portfolio. :beer
by oldzey
Sat Nov 17, 2018 3:58 am
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 553
Views: 60538

Re: U.S. stocks continue to soar!

Keep on soaring high, apple pie! :beer

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by oldzey
Fri Nov 16, 2018 9:26 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 10073
Views: 1782770

Re: U.S. stocks in freefall

I actually did some investing while I was in grad school (besides being a TA, I was also a RA [Research Assistant] and an adjunct instructor). The freefall of U.S. stocks from 2008-2009 was painful. It taught me that (as a grad student) I should have held cash instead of stocks. :oops: And yes, I di...