Search found 14 matches

by Ashley1748
Mon Oct 16, 2017 4:57 pm
Forum: Investing - Theory, News & General
Topic: How does everyone keep track of your portfolio?
Replies: 95
Views: 3643

Re: How does everyone keep track of your portfolio?

Quicken w occasional export to Excel
by Ashley1748
Thu Oct 05, 2017 12:23 pm
Forum: Personal Finance (Not Investing)
Topic: Retirement Account Stolen by Identity theft
Replies: 181
Views: 18652

Re: Retirement Account Stolen by Identity theft

I will recommend that you also file for fraud alert with the credit reporting agencies. An initial fraud alert lasts 90 days. If you’re an ID-theft victim, you can get a extended fraud alert that stays in place for seven years. But you may be better off with the 90-day alert because that allows you ...
by Ashley1748
Thu Mar 16, 2017 1:30 pm
Forum: Investing - Help with Personal Investments
Topic: Do you avoid international investing like Jack Bogle?
Replies: 151
Views: 10188

Re: Do you avoid international investing like Jack Bogle?

20% of stock allocation in
Vanguard FTSE All-World ex-US Index Fund Admiral (VFWAX)
by Ashley1748
Fri Jun 03, 2016 9:17 pm
Forum: Investing - Theory, News & General
Topic: What are you up YTD? [Year To Date]
Replies: 1527
Views: 270326

Re: What are you up YTD? [Year To Date]

Quicken reports "ROI (%) YTD" of 4.17%
50/50
by Ashley1748
Sun Dec 27, 2015 10:32 pm
Forum: Investing - Theory, News & General
Topic: Share your current asset allocation?
Replies: 94
Views: 9139

Re: Share your current asset allocation?

The question needs additional information (target withdrawal rate, for example), but here it is:

Age: 60/55
AA: 50/50
Equity: 75% Domestic (US), 25% Int'l
Debt: 10% short-term, 30% Intermediate, 10% Long-term

Is someone going to aggregate results?
by Ashley1748
Sat Oct 10, 2015 2:32 pm
Forum: Investing - Theory, News & General
Topic: What are you up YTD? [Year To Date]
Replies: 1527
Views: 270326

Re: What are you up YTD? [Year To Date]

50/50 allocation
Quicken reports ROI (%) YTD as +3.1%
by Ashley1748
Wed Jun 17, 2015 3:41 pm
Forum: Investing - Help with Personal Investments
Topic: Transferring to Vanguard - Need Input
Replies: 11
Views: 1672

Re: Transferring to Vanguard - Need Input

retiredjg wrote:If you want a conservative portfolio, this is a good one. I think I might hold a little less in international bonds - 30% is more than even Vanguard uses.


I thought 30% is what Vanguard uses.
by Ashley1748
Fri May 22, 2015 11:33 am
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review
Replies: 7
Views: 700

Re: Portfolio Review

Looks good to me. 50x annual draws? - that is some margin of safety you've got there! Thanks. The only reason i put it there was in case this should be a factor in the portfolio allocation. Some added context. Both of us are conservative investors. Our original idea was to have 40/60 Stock/Bond all...
by Ashley1748
Fri May 22, 2015 11:29 am
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review
Replies: 7
Views: 700

Re: Portfolio Review

Bogle_Feet wrote:Bob Brinker recommends more exposure to stocks with a 50/50 allocation for a 70 year old.


Thanks. The plan is to stay at 50/50 for rest of my life.
by Ashley1748
Fri May 22, 2015 10:50 am
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review
Replies: 7
Views: 700

Re: Portfolio Review

Looks great to me! But I'm just curious, what's with the 1% allocations to VB and VWO? They seem out of place unless you are either slowly getting rid of them or slowly increasing them. Can you please explain how they came to be in your portfolio since they kind of stick out from the rest of your p...
by Ashley1748
Thu May 21, 2015 7:44 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review
Replies: 7
Views: 700

Portfolio Review

Hi everyone, I am seeking review of our retirement portfolio. Thank you! Emergency funds: Three months (not part of asset allocation) Debt: None Tax Filing Status: Married Filing Jointly Tax Rate: 39.6% Federal, 0% State State of Residence: WA Age: 60, 55 Desired Asset allocation: 50% stocks / 50% b...