Search found 550 matches

by GreatOdinsRaven
Tue Jan 09, 2018 9:33 am
Forum: Personal Finance (Not Investing)
Topic: New 529 Plan Rules
Replies: 22
Views: 3096

Re: New 529 Plan Rules

It’s my understanding that up to $10,000 per year from a 529 account can be applied to qualified K-12 expenses. Let’s say that a child has two separate 529 plans. One started by a father and the other started by a mother. The child will attend private school (K-12) and the tuition is $20,000 per yea...
by GreatOdinsRaven
Mon Jan 08, 2018 10:08 pm
Forum: Personal Investments
Topic: PE firm is buying my [medical] practice. Help!
Replies: 32
Views: 4956

Re: PE firm is buying my [medical] practice. Help!

Thank you everyone for your outstanding replies. Huge help. I remain in awe of the collective knowledge of the Boglehead community! Be sure to find explore the liquidity of your shares. Find out if you’re limited to selling during prespecified “liquidity events” and if so what comprises a liquidity...
by GreatOdinsRaven
Mon Jan 08, 2018 8:36 am
Forum: Personal Investments
Topic: PE firm is buying my [medical] practice. Help!
Replies: 32
Views: 4956

Re: PE firm is buying my [medical] practice. Help!

Physician here. Work as an associate. I'm not a partner in the practice. Only the owner is partner. A healthcare focused PE firm is buying the practice that I work for. We will be the "platform practice" in the area. They plan on acquiring surrounding "anchor practices" to consolidate and drive up ...
by GreatOdinsRaven
Sun Jan 07, 2018 11:55 pm
Forum: Personal Investments
Topic: PE firm is buying my [medical] practice. Help!
Replies: 32
Views: 4956

Re: PE firm is buying my practice. Help!

Find out how your equity shares will be valued and when you can sell them. Also, you need to know the vesting schedule for your equity shares. Many of these deals are structured with 5 year vesting schedules. Often, PE firms dictate when shares can be sold (liquidity events). This is often at the ti...
by GreatOdinsRaven
Thu Jan 04, 2018 1:26 pm
Forum: Investing - Theory, News & General
Topic: " Has Vanguard Jumped on the Smart-Beta Bandwagon?"
Replies: 16
Views: 2458

Re: Only 1 Vanguard factor fund for investors?

I think it's just the composition of the indices. VBR/VSIAX includes 10.6% real estate. SEC Yield 1.85%. VIOV includes 5.4% real estate. SEC Yield 1.29%. Neither dividend payout is particularly high, but VBR is higher. And the real estate in particular results in a dividend payout with a large prop...
by GreatOdinsRaven
Thu Jan 04, 2018 9:13 am
Forum: Investing - Theory, News & General
Topic: " Has Vanguard Jumped on the Smart-Beta Bandwagon?"
Replies: 16
Views: 2458

Re: Only 1 Vanguard factor fund for investors?

I don't think that's what they're saying at all. It's not that individuals couldn't use the single-factor funds, but that Vanguard doesn't anticipate as much demand from them or doesn't want to emphasize it for them. These aren't the only funds targeted at non-retail clients. For example, Vanguard ...
by GreatOdinsRaven
Wed Jan 03, 2018 10:25 pm
Forum: Investing - Theory, News & General
Topic: " Has Vanguard Jumped on the Smart-Beta Bandwagon?"
Replies: 16
Views: 2458

Re: " Has Vanguard Jumped on the Smart-Beta Bandwagon?"

FWIW Vanguard Market Neutral has done better since they took AXA Rosenburg out of the picture and ran it themselves. For a while there were the two subadvisors. So since 10/13/2010, an annualized return of 2.70% with annualized standard deviation of 4.61%. The only reason why I mention it is becaus...
by GreatOdinsRaven
Thu Dec 28, 2017 10:49 pm
Forum: Investing - Theory, News & General
Topic: Anyone can give advice to a young investor... Bad decisions with retirement fund
Replies: 24
Views: 3378

Re: Anyone can give advice to a young investor... Bad decisions with retirement fund

With that being said, I want to answer your question. I have around 20k. 2/3s of that is in a roth IRA and 1/3 is in a employer plan that also invests in the same retirement fund. I have left that employer so I cannot contribute any longer to the employer plan. I looked up my tax bracket. It says I...
by GreatOdinsRaven
Sun Dec 24, 2017 9:59 pm
Forum: Investing - Theory, News & General
Topic: What ever happened to the Larry portfolio?
Replies: 120
Views: 18372

Re: What ever happened to the Larry portfolio?

Personally, I don’t care what Mr. Swedroe thinks. It's comments like this that drove him away. If you don't agree, that's fine, but no need to be rude. Agreed. I know Larry and really like Larry. We met via this forum and he has been incredibly helpful to my company. We lost out in a great resource...
by GreatOdinsRaven
Fri Dec 22, 2017 1:13 am
Forum: Investing - Theory, News & General
Topic: Investing in HSA for Retirement Purpose?
Replies: 24
Views: 3805

Re: Investing in HSA for Retirement Purpose?

Vanguard has had a couple of interesting white papers and blogs on this issue as well as a 12 minute podcast: White paper: https://personal.vanguard.com/pdf/ISGHSA.pdf Podcast: https://advisors.vanguard.com/VGApp/iip/site/advisor/research/article/ArticleTemplate.xhtml?iigbundle=IWE_AudioHSAsAsRetire...
by GreatOdinsRaven
Thu Dec 21, 2017 10:39 pm
Forum: Investing - Theory, News & General
Topic: How I got to $1.5MM
Replies: 42
Views: 8315

Re: How I got to $1.5MM

:sharebeer

Congratulations, my friend!
by GreatOdinsRaven
Tue Dec 19, 2017 6:46 pm
Forum: Investing - Theory, News & General
Topic: Paul Merriman and Small Cap Value
Replies: 140
Views: 19771

Re: Paul Merriman and Small Cap Value

GridironGems wrote:
Tue Dec 19, 2017 6:00 pm
How much small cap value is there in the total stock market?
3%

Image
by GreatOdinsRaven
Tue Dec 19, 2017 12:01 pm
Forum: Investing - Theory, News & General
Topic: Paul Merriman and Small Cap Value
Replies: 140
Views: 19771

Re: Paul Merriman and Small Cap Value

But Crushtheturle showed results from 1972. Good luck making those results repeat in the future. Here's a chart for 2017: https://i.imgur.com/RDrwZpi.png Could you stand it if your fund trailed by 10% in a year? That's tough to swallow. And it was really tough in July. Did you buy more in July-Augu...
by GreatOdinsRaven
Tue Dec 19, 2017 11:51 am
Forum: Investing - Theory, News & General
Topic: Paul Merriman and Small Cap Value
Replies: 140
Views: 19771

Re: Paul Merriman and Small Cap Value

At least looking backwards. But you can't look forward! Correct! You’ve hit the nail on the head. That’s the problem with MVO and the efficient frontier. It is in continual evolution and we won’t know the optimal portfolio a priori . I’ve made an active bet on SCV, MCV, US equities (in general) and...
by GreatOdinsRaven
Tue Dec 19, 2017 11:00 am
Forum: Investing - Theory, News & General
Topic: Paul Merriman and Small Cap Value
Replies: 140
Views: 19771

Re: Paul Merriman and Small Cap Value

^Small-cap value is going to be one of the worst performing stock asset classes for 2017. But 2016, was a great year. While one can look at total return from Date X to Date Y, I don't think that's the way to really know what this asset class can do for one's portfolio. One has to sell it when it go...
by GreatOdinsRaven
Sun Dec 17, 2017 10:21 am
Forum: Personal Investments
Topic: What to do after losing $117k in stock market?
Replies: 199
Views: 30479

Re: What to do after losing $117k in stock market?

Fountain, It looks like you just joined the forum this morning, so welcome. Said with respect . . . I believe your quests for "excitement" and not wanting to feel "left out" of the possibility of easy money are among the main reasons why you have made some bad, i.e., impulsive, choices. I suggest y...
by GreatOdinsRaven
Thu Nov 30, 2017 9:34 pm
Forum: Investing - Theory, News & General
Topic: Vanguard to launch US 'smart beta' ETFs - Will this board burn down?
Replies: 156
Views: 22125

Re: Vanguard to launch US 'smart beta' ETFs - Will this board burn down?

Did you listen to the audio? Would you expect an index fund to have Alpha? I wouldn’t. I would if I was suggesting that factors don't explain the performance of the funds - the lower ER gives it a performance advantage that would show up as alpha. Why would one expect that factors wouldn’t explain ...
by GreatOdinsRaven
Thu Nov 30, 2017 9:31 pm
Forum: Investing - Theory, News & General
Topic: Vanguard to launch US 'smart beta' ETFs - Will this board burn down?
Replies: 156
Views: 22125

Re: Vanguard to launch US 'smart beta' ETFs - Will this board burn down?

Did you listen to the audio?

Would you expect an index fund to have Alpha? I wouldn’t.
by GreatOdinsRaven
Thu Nov 30, 2017 9:24 pm
Forum: Investing - Theory, News & General
Topic: Vanguard to launch US 'smart beta' ETFs - Will this board burn down?
Replies: 156
Views: 22125

Re: Vanguard to launch US 'smart beta' ETFs - Will this board burn down?

It's funny because MCV is an ad hoc way to get exposure to the size factor, so why not make the bet transparent and go SCV. I don't think MCV is an ad hoc way to get exposure to the size factor - it just depends on how much size exposure you want to get for about the same value exposure as SCV fund...
by GreatOdinsRaven
Thu Nov 30, 2017 12:43 am
Forum: Investing - Theory, News & General
Topic: Vanguard to launch US 'smart beta' ETFs - Will this board burn down?
Replies: 156
Views: 22125

Re: Vanguard to launch US 'smart beta' ETFs - Will this board burn down?

So this is where they're launching the actively managed ETFs, after getting that regulatory exception/approval to do so. It's kind of interesting that they're running active management for this, while most of the competitors are following indexes. There are some advantages to not following an index...
by GreatOdinsRaven
Mon Nov 27, 2017 10:43 pm
Forum: Investing - Theory, News & General
Topic: Google sheets help importing Vanguard 529 Expense Ratio
Replies: 11
Views: 1681

Re: Google sheets help importing Vanguard 529 Expense Ratio

Yes, the Web pages for regular Vanguard funds have the very exact same issue. They can't be scraped in a simple manner. Luckily, this multi-tab logic builds on top of more basic Web pages which can easily be scraped if you figure out the Fund Id that you are interested in. In your case, you said th...
by GreatOdinsRaven
Mon Nov 27, 2017 8:53 pm
Forum: Investing - Theory, News & General
Topic: Google sheets help importing Vanguard 529 Expense Ratio
Replies: 11
Views: 1681

Re: Google sheets help importing Vanguard 529 Expense Ratio

I hope this extra info is useful. It's good to know this even if you don't use IMPORTHTML in another context in the future, because if web the page layout ever changes, you may have to change the index number in the IMPORTHTML function to retrieve the table of interest. Kevin, Well... looks like th...
by GreatOdinsRaven
Fri Nov 24, 2017 4:42 pm
Forum: Investing - Theory, News & General
Topic: College 529 Analysis
Replies: 19
Views: 2596

Re: College 529 Analysis

Bogleheads - In relation to another thread I started, this one is specifically related to the College 529s. I am curious how many of us keep track of the college plans from any analysis standpoint. Do you use spreadsheets, Quicken, etc? Do you not do any form of tracking but simply review your inve...
by GreatOdinsRaven
Thu Nov 23, 2017 11:25 am
Forum: Investing - Theory, News & General
Topic: Larry Swedroe: Managing Risk With Factors
Replies: 121
Views: 13156

Re: Larry Swedroe: Managing Risk With Factors

I had an interaction with Larry before he left where he said he felt that a small cap value fund was more diversified than TSM. Because it held 2 factors (small, value) and TSM has one (beta). Me too, but it doesn't seem to make sense that TSM has beta exposure (which can be divided into high and l...
by GreatOdinsRaven
Tue Nov 21, 2017 7:52 pm
Forum: Investing - Theory, News & General
Topic: Larry Swedroe: Managing Risk With Factors
Replies: 121
Views: 13156

Re: Larry Swedroe: Managing Risk With Factors

But, I'm still a Boglehead. As Rick Ferri has said many times, most of us are Bogleheads. That's our philosophy . We like passive and index funds. We like low cost and low turnover. We often (?usually?) like static strategic allocations and buy and hold investing. How we implement our portfolio all...
by GreatOdinsRaven
Mon Nov 20, 2017 10:11 pm
Forum: Investing - Theory, News & General
Topic: Larry Swedroe: Managing Risk With Factors
Replies: 121
Views: 13156

Re: Larry Swedroe: Managing Risk With Factors

+1 for will. I doubt anyone on this board is passive in the sense of holding the market portfolio. Does anyone hold a 93 to 54 ratio of global debt to equity with real estate, farm land, commodities, etc all owned in proportion to their market weighting? Once you say no then what you do and what a ...
by GreatOdinsRaven
Sat Nov 11, 2017 5:29 pm
Forum: Personal Investments
Topic: Vanguard 529 (nevada) for a 9 year old and new born
Replies: 4
Views: 956

Re: Vanguard 529 (nevada) for a 9 year old and new born

Have you considered the simplicity of an age-based plan that automatically rebalances and moves to a lower equity allocation over time? We went with Nevada Vanguard Age-based plans. I used the aggressive plan and my wife chose moderate. We DCA monthly. My plan has now migrated from 100/0 to 90/10. M...
by GreatOdinsRaven
Fri Nov 10, 2017 9:05 am
Forum: Investing - Theory, News & General
Topic: DFA access
Replies: 30
Views: 4590

Re: DFA access

Your approach is very reasonable and one that is followed by many "tilters." However, I wouldn't be feeling sorry for those with more aggressive SCV tilts. It's not like it has been a lost decade or anything remotely close to that. A quick look at DFSVX vs VFIAX from November 2007 through October 2...
by GreatOdinsRaven
Thu Nov 09, 2017 2:26 pm
Forum: Investing - Theory, News & General
Topic: DFA access
Replies: 30
Views: 4590

Re: DFA access

Depending on what asset class you want you may not even need DFA. The small value they offer is very comparable to IJS, and IJS is half the expense ratio. It’s a little hard to replicate what they do on foreign and EM, but Powershares/Schwab Funds that track fundamental indexes are comparable. I th...
by GreatOdinsRaven
Thu Nov 09, 2017 1:42 pm
Forum: Investing - Theory, News & General
Topic: DFA access
Replies: 30
Views: 4590

Re: DFA access

I, too, have come to the conclusion that you can basically get almost the same factor exposure with IJS that you can with DFSVX (and you don’t have to pay for access...). The size factor loadings are almost identical and the value factor is similar although not as heavily weighted. The thing that a...
by GreatOdinsRaven
Thu Nov 09, 2017 12:40 pm
Forum: Investing - Theory, News & General
Topic: DFA access
Replies: 30
Views: 4590

Re: DFA access

Agree that DFA likely does very little on the US side these days over IJS, etc. International still seems to be a sweet spot. Where DFA can make things easier is that you can get their whole market funds that reduce the need for you to slice and dice and rebalance, etc. That is the real value add (...
by GreatOdinsRaven
Thu Nov 09, 2017 12:25 pm
Forum: Investing - Theory, News & General
Topic: DFA access
Replies: 30
Views: 4590

Re: DFA access

I’m a low touch client of FPL Capital. You’d pay a quarterly fee in their case. I’ve had only good experiences with them. They can also help you with AQR and Pimco (I believe). And after the initial set up which does require paying transaction/purchase fees for each DFA/AQR fund that you buy, divid...
by GreatOdinsRaven
Mon Nov 06, 2017 2:01 pm
Forum: Investing - Theory, News & General
Topic: Google sheets help importing Vanguard 529 Expense Ratio
Replies: 11
Views: 1681

Re: Google sheets help importing Vanguard 529 Expense Ratio

With a couple more minutes work, it appears that you just need to use the INDEX function to access the row and column of the expense ratio in the returned table: =INDEX(IMPORTHTML(B1,"table",7),3,2) This returns the index ratio as a decimal (0.0016); you can multiply by 100 (as in the formula you'r...
by GreatOdinsRaven
Mon Nov 06, 2017 2:01 pm
Forum: Investing - Theory, News & General
Topic: Google sheets help importing Vanguard 529 Expense Ratio
Replies: 11
Views: 1681

Re: Google sheets help importing Vanguard 529 Expense Ratio

This will get you started: =IMPORTHTML(B1,"table",7) where the URL you provided is in cell B1. Kevin Kevin, Thank you for the suggestion. And as an aside, your name came up during dinner at the Bogleheads meeting this year. You helped one of my tablemates immensely and he spoke very highly of you a...
by GreatOdinsRaven
Mon Nov 06, 2017 1:08 pm
Forum: Investing - Theory, News & General
Topic: Google sheets help importing Vanguard 529 Expense Ratio
Replies: 11
Views: 1681

Re: Google sheets help importing Vanguard 529 Expense Ratio

There is an option for the googlefinance function called "expenseratio". The various function arguments below. https://support.google.com/docs/answer/3093281?hl=en Leif, Thank you. That was very helpful. I am familiar with the function “expenseratio”. Unfortunately, I don’t know how to use it for t...
by GreatOdinsRaven
Mon Nov 06, 2017 12:53 pm
Forum: Investing - Theory, News & General
Topic: Google sheets help importing Vanguard 529 Expense Ratio
Replies: 11
Views: 1681

Google sheets help importing Vanguard 529 Expense Ratio

*edited for typos* Thanks to this forum I created a google sheets spreadsheet that tracks my investments. I’m not skilled at spreadsheet work, but I found many discussions and helpful formulae that allow me to import prices from google, track my balances, automatically calculate rebalancing amounts ...
by GreatOdinsRaven
Sun Nov 05, 2017 3:02 pm
Forum: Investing - Theory, News & General
Topic: Tax question. Rolling over a CB DB into an IRA with Roth Conversion
Replies: 7
Views: 659

Re: Tax question. Rolling over a CB DB into an IRA with Roth Conversion

It's a bit confusing. You said you'd be in low tax bracket, but then talk about doing backdoor Roth. That would imply a high tax bracket. It might be lower, but not low. Well, it depends. If I make zero conversions after retiring and live only on dividends and FI coupons I could be in a very low ta...
by GreatOdinsRaven
Sun Nov 05, 2017 2:59 pm
Forum: Investing - Theory, News & General
Topic: Tax question. Rolling over a CB DB into an IRA with Roth Conversion
Replies: 7
Views: 659

Re: Tax question. Rolling over a CB DB into an IRA with Roth Conversion

Good point. Currently I’m in the highest high bracket and I didn’t allow myself to consider that I won’t always need to backdoor Roth. The thought hadn’t ever crossed my mind. Quite honestly, my 401(k) RMDs are going to be very significant for me regardless of whether I convert my CB DB plan into a ...
by GreatOdinsRaven
Sat Nov 04, 2017 8:21 pm
Forum: Investing - Theory, News & General
Topic: Tax question. Rolling over a CB DB into an IRA with Roth Conversion
Replies: 7
Views: 659

Re: Tax question. Rolling over a CB DB into an IRA with Roth Conversion

If you contributed pre-tax or if your employer contributed, it would be just like rolling a pre-tax 401k over to a TIRA and then converting to a Roth IRA. You'd probably pay taxes on the entire amount converted. You can spread the conversion out over several years. Thank you. My employer contribute...
by GreatOdinsRaven
Sat Nov 04, 2017 2:07 pm
Forum: Investing - Theory, News & General
Topic: Tax question. Rolling over a CB DB into an IRA with Roth Conversion
Replies: 7
Views: 659

Tax question. Rolling over a CB DB into an IRA with Roth Conversion

Question for my fellow Bogleheads: I have a cash balance defined benefit (CB DB) plan at work. When we retire I have been told we can roll it over into an IRA. I have always assumed that I’d convert that IRA to a Roth IRA immediately thereafter because I’d have a low adjusted gross income after reti...
by GreatOdinsRaven
Sat Nov 04, 2017 8:55 am
Forum: Investing - Theory, News & General
Topic: BOGLEHEADS 2017 VIDEOS
Replies: 34
Views: 7821

Re: BOGLEHEADS 2017 VIDEOS

You're all very welcome! I remember coming across videos of early meetings online and saw how useful and special the proceedings were. I wanted to make sure that the whole community could benefit! Next up over the weekend, the 2017 Jack Bogle Q&A! Stay tuned! Thank you so much. I enjoy listening to...
by GreatOdinsRaven
Sat Oct 28, 2017 11:26 pm
Forum: Investing - Theory, News & General
Topic: What do you think about FTSE Emerging markets?
Replies: 13
Views: 2347

Re: What do you think about FTSE Emerging markets?

Hi guys, I gave a quick look at the 12-year history of the Vanguard FTSE emerging market (VWO) and found that it has hardly moved at all? Hovering around $40 for nearly a decade. I'm not sure what I should make of this. Is this still too short a time frame to draw any conclusions? Cheers, Jack Shar...
by GreatOdinsRaven
Sat Oct 28, 2017 10:08 pm
Forum: Investing - Theory, News & General
Topic: Total World expense ratio lowered
Replies: 38
Views: 10247

Re: Total World expense ratio lowered

I am hoping we hear some good news in 2018 with regards to a possible cost reduction or the inclusion of admiral offerings. Total World (VTWSX) is still my core fund in taxable due to the ease of a true one fund (no rebalancing between VTIAX/VTSAX) and the tax benefit of the fund/ETF paring. Makes ...
by GreatOdinsRaven
Tue Oct 24, 2017 10:51 pm
Forum: Investing - Theory, News & General
Topic: Taylor's New Book: The Bogleheads' Guide to The Three-Fund Portfolio
Replies: 238
Views: 46874

Re: Taylor's New Book: The Bogleheads' Guide to The Three-Fund Portfolio

How can I get a signed copy???? Just take a nice vacation to South Florida and we'll rally the troops for a wonderful South Florida local Bogleheads chapter meeting where Taylor holds court, gives investing advice and sailing advice, treats us all to sandwiches and cookies, and like Jack Bogle, Tay...
by GreatOdinsRaven
Sat Oct 21, 2017 7:28 pm
Forum: Investing - Theory, News & General
Topic: 2017 Bogleheads Conference - Gus Sauter: Understanding Active Investing
Replies: 6
Views: 1306

Re: 2017 Bogleheads Conference - Gus Sauter: Understanding Active Investing

LadyGeek, I was there and wanted to share this with a friend. I tried recording it, but there was an audio glitch. Does anyone have an audio file of the presentation? Was it filmed as well? Thank you, GOR A video of the entire conference was done by Rich Guerra (aka VELO724X). He'll post a forum th...
by GreatOdinsRaven
Sat Oct 21, 2017 5:55 pm
Forum: Investing - Theory, News & General
Topic: 2017 Bogleheads Conference - Gus Sauter: Understanding Active Investing
Replies: 6
Views: 1306

Re: 2017 Bogleheads Conference - Gus Sauter: Understanding Active Investing

As promised, Gus Sauter's presentation has been received and placed in the wiki. See: Bogleheads® 16 - Philadelphia This is the location for all of the 2017 conference material. We'll update this section as content is made available. Slide 2 needs an explanation. Gus started off his presentation on...
by GreatOdinsRaven
Fri Oct 20, 2017 9:29 pm
Forum: Investing - Theory, News & General
Topic: Revised Version The Little Book of Common Sense...
Replies: 31
Views: 5015

Re: Revised Version The Little Book of Common Sense...

Ricola wrote:
Fri Oct 20, 2017 1:49 pm
Also received the notice and confirmed that I will wait however long it takes. Any way to get a signed copy? :)
Attend Bogleheads 2018. They had copies of the new version for us to purchase this year ($10) and Jack was gracious-enough to sign them.
by GreatOdinsRaven
Sun Oct 01, 2017 9:30 am
Forum: Investing - Theory, News & General
Topic: Emerging Markets (VEMAX) back to even
Replies: 4
Views: 1682

Re: Emerging Markets (VEMAX) back to even

Did it throw off any dividends in that period? It is back to even with dividends reinvested. If you account for inflation, or exclude dividends, or both, it is still deep below sea level. Yes. Very true. But if one stuck to a static asset allocation and continued to dollar cost average into VEMAX o...
by GreatOdinsRaven
Mon Sep 18, 2017 5:23 am
Forum: Personal Investments
Topic: 529 help for an investing newbie
Replies: 4
Views: 642

Re: 529 help for an investing newbie

Welcome! Congratulations on starting a 529 for your child at such as early age. Utah has many great 529 options. We chose Nevada plans through Vanguard, utilizing the age-based aggressive and age-based moderate plans. If you're not familiar they're similar to target retirement date funds, automatica...
by GreatOdinsRaven
Tue Sep 12, 2017 8:16 pm
Forum: Investing - Theory, News & General
Topic: Upcoming 2017 changes to Vanguard REIT fund(s)
Replies: 23
Views: 6693

Re: Upcoming 2017 changes to Vanguard REIT fund(s)

LadyGeek wrote:
Tue Sep 12, 2017 7:56 pm
^^^ GreatOdinsRaven - I moved your post into here.
Apologies LadyGeek, I did a google search for "bogleheads VNQ" before posting and found nothing.

I don't frequent the forums nearly as much as I used to and missed the thread, above.

GOR