Search found 18 matches

by scotbogle
Thu Feb 02, 2017 3:35 pm
Forum: Investing - Theory, News & General
Topic: Does credit risk show up at the wrong time? [A look at 89 years of corporate bond data]
Replies: 42
Views: 4821

Re: Does credit risk show up at the wrong time? [A look at 89 years of corporate bond data]

Larry, What if you are an European investor, as I am, and don't have access to CD's ? Should you then combine government debt worlwide (euro hedged) with corporate bonds (IG) worlwide (euro hedged) ? Because, if I only stick to government bonds in Europe then yields are almost zero. And which govern...
by scotbogle
Tue Jan 31, 2017 4:45 pm
Forum: Non-US Investing
Topic: TIPS for European Investors
Replies: 5
Views: 775

TIPS for European Investors

Hello, I'm living in the Netherlands and I am wondering if TIPS are a suitable investment for the bond part of my portfolio. I have the following two options : 1) Eurozone Inflation Linked Bonds index fund country diversification : 37,5% France, 36,1% Italy, 19,2% Germany, 7,4% Spain. rating diversi...
by scotbogle
Sat Jan 21, 2017 6:30 am
Forum: Personal Investments
Topic: Buying stocks after above average annualized return ?
Replies: 6
Views: 1012

Buying stocks after above average annualized return ?

Hi, I'm an European investor investing in ETF's in the US. My country has a tax treaty with the US so I have no problem with witholding taxes. Currently my portfolio consists of : -40% Vanguard Total Stock Market ETF (VTI) -5% Vanguard Small Cap Value ETF (VBR) -45% Vanguard Total International Stoc...
by scotbogle
Wed Jan 11, 2017 5:44 pm
Forum: Investing - Theory, News & General
Topic: institutional herding in corporate bonds and liquidity issues-beware ETFs in this space
Replies: 59
Views: 4803

Re: institutional herding in corporate bonds and liquidity issues-beware ETFs in this space

Larry,

Thanks for the good article !

What do you recommend for the bond portion of the portfolio of an European investor ? Worldwide Government bonds ?

Thanks !
by scotbogle
Mon Oct 17, 2016 12:34 pm
Forum: Personal Investments
Topic: Cash position in VSS
Replies: 12
Views: 1686

Re: Cash position in VSS

Ok, but when I export the portfolio data I get the following description of this position :
CMT MARKET LIQUIDITY RATE 8,78%
by scotbogle
Mon Oct 17, 2016 10:59 am
Forum: Personal Investments
Topic: Cash position in VSS
Replies: 12
Views: 1686

Re: Cash position in VSS

I also see the cash position here : https://personal.vanguard.com/us/FundsAllHoldings?FundId=3184&FundIntExt=INT&tableName=Equity&tableIndex=0&sort=marketValue&sortOrder=desc and here (holding details): https://advisors.vanguard.com/VGApp/iip/site/advisor/investments/portfoliodetails?fundId=3184
by scotbogle
Mon Oct 17, 2016 10:42 am
Forum: Personal Investments
Topic: Cash position in VSS
Replies: 12
Views: 1686

Cash position in VSS

Hello,

Does anyone know why VSS (Vanguard FTSE All World ex US Small Cap ETF) currently has a cash position of 8,8% ?

http://portfolios.morningstar.com/fund/ ... ture=en-US

Scot
by scotbogle
Tue Sep 01, 2015 11:57 am
Forum: Investing - Theory, News & General
Topic: AQR/Asness - How Can a Strategy Still Work If Everyone Knows About It?
Replies: 116
Views: 10700

Re: AQR/Asness - How Can a Strategy Still Work If Everyone Knows About It?

About AQR ...... here in the Netherlands I've read in the news that AQR has received a penalty of € 500.000,-. http://www.telegraaf.nl/dft/nieuws_dft/24425225/__Boete_van_half_miljoen_voor_te_laat_melden_shortposities_Imtech__.html It's about 14 short positions in two different stocks which have bee...
by scotbogle
Thu Oct 16, 2014 7:29 am
Forum: Non-US Investing
Topic: Investing in Japan with Yen Hedged to USD or EUR
Replies: 5
Views: 560

Investing in Japan with Yen Hedged to USD or EUR

Hello,

What are your thoughts about investing in Japan with the currency risk hedged to euro's (for a European based investor) or dollars ?

Would you ever choose to hedge currency risk for stock positions ?

Scot
by scotbogle
Sun Oct 12, 2014 7:08 am
Forum: Non-US Investing
Topic: Investing in the Netherlands
Replies: 21
Views: 4046

Re: Investing in the Netherlands

Hi ekonstan, I'm also from the Netherlands and invest in Vanguard ETF's listed in the United States (VT in the beginning and later a 50/ 50 combi VTI & VXUS), yes that's a 100% stock allocation. I use De Giro (custody account so no securities lending) and Lynx as my primary brokers. When the portfol...
by scotbogle
Thu Sep 18, 2014 3:07 am
Forum: Non-US Investing
Topic: Advice for non-US citizen wanting to invest like a Boglehead
Replies: 17
Views: 3179

Re: Advice for non-US citizen wanting to invest like a Bogle

I don't see a problem when you buy US-based ETF's within a Dutch broker account . Their is a tax treaty between The Netherlands and the US so the Estate tax doesn't apply. http://www.irs.gov/instructions/i706na/ch01.html#d0e224 And .... how can they see in the US that you have US based ETF's when th...
by scotbogle
Fri Aug 29, 2014 3:36 pm
Forum: Personal Investments
Topic: WSJ: Firing One's Advisor
Replies: 18
Views: 3341

Re: WSJ: Firing One's Advisor

Go to Google News and Copy/Paste the title of this WSJ article and then click on it after the search.
by scotbogle
Mon Aug 18, 2014 1:25 pm
Forum: Non-US Investing
Topic: Good Non-US ETFs
Replies: 7
Views: 1335

Re: Good Non-US ETFs

Hi avbferry, Which country are you from ? Doesn't your country has a tax agreement with the US ? Vanguard FTSE ALL World ETF doesn't contain small caps but is a good alternative for Vanguard Total World Stock ETF. It contains 2712 stocks. IWRD is not a good alternative because it doesn't contain Eme...
by scotbogle
Tue Jun 10, 2014 2:17 pm
Forum: Non-US Investing
Topic: Which Euro bond ETF to buy?
Replies: 9
Views: 2757

Re: Which Euro bond ETF to buy?

Makane, 1. I own the world index through VXUS + VTI for an average TER of ~0.105%. However, this setup has drawbacks: 1) Domiciled in the U.S. Estate tax if you invest more than $60,000. 2) Has to pay Dutch dividend tax. Which effectively raises TER to ~0.48%. (Unless you file papers to get the divi...
by scotbogle
Tue Jun 10, 2014 12:36 pm
Forum: Investing - Theory, News & General
Topic: Nasdaq 100 - Why not ?
Replies: 9
Views: 1023

Nasdaq 100 - Why not ?

Hello,

I've read a couple of negative opinions about the Nasdaq 100 ETF. Would you invest in this index or not ? And why ?

Thanks.

Scot
by scotbogle
Mon Jun 09, 2014 3:04 pm
Forum: Non-US Investing
Topic: Which Euro bond ETF to buy?
Replies: 9
Views: 2757

Re: Which Euro bond ETF to buy?

Hello Makane, Great question and I have already asked this question before on this forum but received no answer. You are also from the Netherlands ? The Ishares Euro Aggregate Bond ETF contains big positions in Italy (16%) and Spain (11%) and I have to see how this positions will behave during marke...
by scotbogle
Wed May 28, 2014 12:29 pm
Forum: Investing - Theory, News & General
Topic: Do you need international bonds?
Replies: 29
Views: 6032

Re: Do you need international bonds?

Rick,

What's your advise for a European investor ? Vanguard Global Bond Index Fund Euro Hedged, Ishares Euro Aggregate Bond ETF or a combination ?

Thanks
Mark
by scotbogle
Mon May 26, 2014 2:34 pm
Forum: Investing - Theory, News & General
Topic: Do you need international bonds?
Replies: 29
Views: 6032

Re: Do you need international bonds?

What's your opinion about international bond exposure for European investors ? The Barclays Euro Aggregate Bond constituents are : 22% France, 19% Germany, 16% Italy, 11% Spain ..... Should European investors combine Euro Aggregate with, for example, Vanguard Global Bond Index Fund Euro Hedged ? Tha...