Search found 16 matches

by Coogs
Mon Dec 26, 2016 3:53 pm
Forum: US Chapters
Topic: San Antonio TX Chapter - Master Thread
Replies: 49
Views: 10789

Re: [Interested in starting a] San Antonio Chapter?

I would be interested, too.
by Coogs
Fri Jun 10, 2016 4:52 pm
Forum: Personal Investments
Topic: Vanguard Managed Payout Investor (VPGDX)
Replies: 4
Views: 1622

Re: Vanguard Managed Payout Investor (VPGDX)

Thank you, Sheepdog.

I very much appreciate your comments, and, yes, I did find some threads on this subject that all agree with your assessment. Again, many thanks for the reply.
by Coogs
Thu Jun 09, 2016 2:23 pm
Forum: Personal Investments
Topic: Vanguard Managed Payout Investor (VPGDX)
Replies: 4
Views: 1622

Vanguard Managed Payout Investor (VPGDX)

Has anyone looked into Vanguard Managed Payout Investor Fund (VPGDX) as a retirement funding investment vehicle? It seeks to make monthly cash distributions while keeping pace with inflation over time. It is a balanced fund, holding other Vanguard mutual funds and some alternative investment holding...
by Coogs
Mon Oct 25, 2010 1:58 pm
Forum: US Chapters
Topic: Any Central Illinois Diehards?
Replies: 2
Views: 1270

Any Central Illinois Diehards?

Is there any interest in forming a local Central Illinois chapter of Diehards? Surely in the Springfield-Decatur-Bloomington-Champaign-Urbana area we could find Diehards willing to meet on Saturday at Noon perhaps twice a year. The idea would be lunch including a discussion of the Diehard philosophy...
by Coogs
Tue Dec 08, 2009 2:42 pm
Forum: Personal Investments
Topic: Investing in a Self-Directed IRA
Replies: 2
Views: 920

Investing in a Self-Directed IRA

I am interested in adding currency trading to the investment choices in my IRA portfolio in order to improve overall diversification. The trading will be effected with an international currency broker. Since currency trading is a non-traditional asset, I understand I will need to establish a "Self D...
by Coogs
Sun Dec 21, 2008 4:25 pm
Forum: Personal Investments
Topic: Fidelity Funds for Schultheis' Coffeehouse Investor Prtfl
Replies: 12
Views: 3588

How much are you adding to the 401k and roth each year, including matching contributions? You need to be able to maintain this through new contributions since rebalancing into REIT or small cap value will be difficult. Do you have the Fidelity US bond index by any chance? Laura Laura, Yes, we also ...
by Coogs
Sun Dec 21, 2008 2:24 pm
Forum: Personal Investments
Topic: Fidelity Funds for Schultheis' Coffeehouse Investor Prtfl
Replies: 12
Views: 3588

Re: Spartan

Do you have access to any Fidelity Spartan funds? . . . Laura 80% 401k 20 % IRA Answer about Spartan Funds: Fidelity Spartan 500 Index Fund (FSMKX) /ER .09% Fidelity Spartan Total Mkt Index Fund (FSTMX) /ER .10% Fidelity Spartan Intl Index Fund (FSIIX) /ER .10% Fidelity Spartan Int Treas (FIBIX) /E...
by Coogs
Sun Dec 21, 2008 11:52 am
Forum: Personal Investments
Topic: Fidelity Funds for Schultheis' Coffeehouse Investor Prtfl
Replies: 12
Views: 3588

Additional Information

Firstly, thanks for the comments. My employer offers the most inclusive listing of Fido funds I've ever seen. If currently open, any fund is most likely available for choosing. I agree completely with the early comments to my post about having one investment plan across my IRA and 401k. My previous ...
by Coogs
Sun Dec 21, 2008 11:02 am
Forum: Personal Investments
Topic: Fidelity Funds for Schultheis' Coffeehouse Investor Prtfl
Replies: 12
Views: 3588

Fidelity Funds for Schultheis' Coffeehouse Investor Prtfl

Having seen my 401k deteriorate this past year, I am interested in examining new possibilities for 2009. One lazy portfolio that has captured my attention is Bill Schultheis's Coffeehouse Portfolio, carrying about 40 percent bonds, which is as close to an allocation as any I've seen for my risk tole...
by Coogs
Thu Jun 12, 2008 1:55 pm
Forum: Personal Investments
Topic: Fidelity Funds for Scott Burns' Six Ways frm Sunday Prtfl
Replies: 13
Views: 5980

THANK YOU!!!

Thanks for the help!
by Coogs
Thu Jun 12, 2008 11:33 am
Forum: Personal Investments
Topic: Fidelity Funds for Scott Burns' Six Ways frm Sunday Prtfl
Replies: 13
Views: 5980

Fidelity Funds for Scott Burns' Six Ways frm Sunday Prtfl

I would like to follow the Six Ways from Sunday Lazy Portfolio asset allocation using Fidelity Funds only, as that is what I have at my 401k Plan at work.

Comments and suggestions are appreciated.

Coogs
by Coogs
Mon Jun 02, 2008 4:29 pm
Forum: Personal Investments
Topic: Substituting for BEGBX in Lazy Portfolios
Replies: 2
Views: 1375

Thanks for Suggestion

Thanks for this suggestion and the article. Much appreciated!
by Coogs
Mon Jun 02, 2008 12:50 pm
Forum: Personal Investments
Topic: Substituting for BEGBX in Lazy Portfolios
Replies: 2
Views: 1375

Substituting for BEGBX in Lazy Portfolios

So many Lazy Portfolios recommend BEGBX (American Century International) as the position holder for a world bond fund. Vanguard Brokerage Service does not permit its purchase, however, unless you already own a position in it. Can someone suggest an equally good world (foreign) bond fund to hold in a...
by Coogs
Sat May 24, 2008 8:41 am
Forum: Personal Investments
Topic: Substitute Fund or ETF for VGENX in Scott Burns' Portfolio
Replies: 4
Views: 2722

Thanks for the replies . . .

My account is at Vanguard. I had not known of VDE, so thanks for the suggestion. I'll check it out.

I read today about IShares Global Energy Sector Index (IXC). Would an international component help with greater diversification vs VDE?
by Coogs
Sat May 24, 2008 8:08 am
Forum: Personal Investments
Topic: Substitute Fund or ETF for VGENX in Scott Burns' Portfolio
Replies: 4
Views: 2722

Substitute Fund or ETF for VGENX in Scott Burns' Portfolio

In the attempt to mimic Scott Burns' "Six Ways to Sunday" portfolio for my modest-sized IRA account, I found the VGENX (energy) fund requires a minimum purchase of $25,000. Does anyone have a favorite fund or EFT substitute for VGENX to fill this part of the allocation? Comments and suggestions are ...
by Coogs
Mon Mar 24, 2008 6:17 pm
Forum: Investing - Theory, News & General
Topic: Do you calculate yearly annual returns for your portfolio?
Replies: 13
Views: 3254

Bless me father . . . I check it frequently. :!: