Search found 319 matches

by bb
Sat Jun 07, 2008 2:49 pm
Forum: Forum Issues and Administration
Topic: any way sort could be added to column headings
Replies: 6
Views: 2322

any way sort could be added to column headings

I was wondering if there is any potential to adding a sort capability to the column headings when on the bogleheads forum site? For example clicking on the "views" column header would sort the forum posts based on # of views instead of the default sort by date.
by bb
Mon Mar 31, 2008 10:59 pm
Forum: Investing - Theory, News & General
Topic: S&P still down after 10 years
Replies: 15
Views: 4205

I read the original article and also read the retort by Ben Stein. I agree that this data point could be misleading but not necessarily. Ben Stein argues that if you have been investing new money in the market for the past 10 years the investment performance would be a lot better. But what about som...
by bb
Thu Nov 08, 2007 6:28 pm
Forum: Forum Issues and Administration
Topic: a modest proposal: we need orange thingies here
Replies: 27
Views: 8852

What if the "Views" header allowed you to click on it so the postings could be sorted from highest number of views to lowest number of views instead of sorted by last post date? If anyone uses outlook for email each "header" allows you to click it which actually sorts the email b...
by bb
Sat Oct 20, 2007 7:42 am
Forum: Personal Investments
Topic: Arguments against direct real estate ownership
Replies: 39
Views: 10519

What is the (expected) return of direct real estate investing? What is the (expected) returns of REITs? IMO, you can expect a 10% - 15% return on direct real estate investing (I'm about 11% right now, okay, so I am a bit on the low side.). REITs should return somewhere between bonds and stocks, as ...
by bb
Fri Oct 19, 2007 8:27 pm
Forum: Personal Investments
Topic: Arguments against direct real estate ownership
Replies: 39
Views: 10519

So is directly owning real estate vs. owning a REIT analogous to owning stock in a single company vs owning a mutual fund or is that not a good analogy? Sorry - I meant to ask: Is the expected return of direct real estate ownership vs a REIT analogous to the expected return of an individual stock v...
by bb
Fri Oct 19, 2007 2:51 pm
Forum: Personal Investments
Topic: Arguments against direct real estate ownership
Replies: 39
Views: 10519

So is directly owning real estate vs. owning a REIT analagous to
owning stock in a single company vs owning a mutual fund or is that not a good analogy?
by bb
Thu Oct 18, 2007 8:42 pm
Forum: Personal Investments
Topic: Arguments against direct real estate ownership
Replies: 39
Views: 10519

In David Swenson's book "Unconventional Sucess" he stated the returns in real estate fall somwhere between the return of bonds and stocks. So when people say if you know what you are doing you can make a lot of money in real estate does that translate into a claim that the returns can beat...
by bb
Thu Oct 18, 2007 5:28 pm
Forum: Personal Investments
Topic: Arguments against direct real estate ownership
Replies: 39
Views: 10519

Reit or direct ownership, in both cases you own a part ( or 100% ) of real estate, and gain rent income. Whats the difference ? Economically they are all the same. I guess I have generally thought that although REITs invest in real estate they have elements of trading like stocks. Maybe I should cu...
by bb
Thu Oct 18, 2007 2:21 pm
Forum: Personal Investments
Topic: Arguments against direct real estate ownership
Replies: 39
Views: 10519

I guess here is what I was trying to get at. I have read the benefit of investing in real estate is that it is not correlated to stocks and bonds. I have also read that most real estate is privately held. This leads one to conclude that although direct investments in real estate is not diversified t...
by bb
Wed Oct 17, 2007 11:52 pm
Forum: Personal Investments
Topic: Arguments against direct real estate ownership
Replies: 39
Views: 10519

Arguments against direct real estate ownership

I have looked over previous posts concerning direct ownership in real estate. The general consensus seems to be against doing this. Is this because: (a) For a small investor direct ownership in real estate will end up being non-diversified and an equivalent esposure to real estate can be achieved wi...
by bb
Wed Oct 10, 2007 7:59 pm
Forum: Personal Investments
Topic: Hold Property or Sell and Diversify?
Replies: 17
Views: 3946

I think strictly speaking the return, or cap rate on real estate is
calculated before debt service.
by bb
Sun Sep 30, 2007 5:43 pm
Forum: Investing - Theory, News & General
Topic: Did you watch OUR guy J Bogle?
Replies: 51
Views: 16558

By people being stupid I am talking about people that invest in hedge
funds and private equity, ie. high net worth individuals and institutional
clients such as pension funds.
by bb
Sun Sep 30, 2007 5:40 pm
Forum: Investing - Theory, News & General
Topic: Did you watch OUR guy J Bogle?
Replies: 51
Views: 16558

I definitely agree that the 401k situation is different due to some of the points that have been mentioned. But lets take the case of money in a taxable account. If the case is more or less settled that active funds do not beat index funds and you pay more in expense to own them why should we have a...
by bb
Sun Sep 30, 2007 11:58 am
Forum: Investing - Theory, News & General
Topic: Did you watch OUR guy J Bogle?
Replies: 51
Views: 16558

This seems to be a recurring theme that people like John Bogle and Warren Buffet frequently speak about - money managers taking an unreasonable cut of the profits, etc. What never seems to be discussed is why this is a different situation than other businesses that are functioning in our capitalisti...
by bb
Sun Jul 01, 2007 8:39 am
Forum: Personal Investments
Topic: Commercial Real Estate in Retirement
Replies: 31
Views: 11444

I did read through some of the RE info in Swenson's book and do recall the part about returns somewhere between bonds and stocks with lower volatility. The case I was thinking of is a property occupied by a national drug store. The property is worth 3-5 times more with the tenent than without. That ...
by bb
Sat Jun 30, 2007 11:02 am
Forum: Personal Investments
Topic: Commercial Real Estate in Retirement
Replies: 31
Views: 11444

Something I have been curious about is how does investing in RE compare to equities? What is the expected return of RE compared to equities? Is RE considered more or less volatile than equities? How does the risk of a single commercial investment property compare the risk of owning stock in a single...
by bb
Sun Jun 03, 2007 10:03 am
Forum: Investing - Theory, News & General
Topic: Harvard endowment
Replies: 17
Views: 7206

What would be an example of an international equity denominated in US dollars vs one that is not? I looked at the Vanguard prospective for Vanguard FTSE all world ex US Index Fund and it states: ============================================ Depositary Receipts. The Fund, in most cases, will obtain ec...
by bb
Thu May 17, 2007 12:08 am
Forum: Investing - Theory, News & General
Topic: Foreign Tax credit- how much is this really worth?
Replies: 8
Views: 3665

The difference is 1,3, and 5 year performance between the Vanguard Total International and the Tax Managed International appears significantly greater than the foreign tax credit. In this sense the "benefit" of the foreign tax credit seems to be outweighed by its "cost". Is there...
by bb
Wed Apr 25, 2007 11:48 pm
Forum: Investing - Theory, News & General
Topic: Basic question on IBM's stock buy back announcement
Replies: 1
Views: 1168

Basic question on IBM's stock buy back announcement

I own some IBM stock from an ESOP and never got around to selling it. This week IBM announced increasing their company stock buyback program and from what I read will fund it with debt if necessary. The market has obviously responded positively to the announcement. My question is if IBM buys back a ...