Master Thread for Portland, Oregon

Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements
alisa4804
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Re: Master Thread for Portland, Oregon

Post by alisa4804 » Mon Jun 06, 2016 9:26 pm

Receiving some good RSVPs by PM and emails - thanks! Newcomers are welcome, no financial expertise required!

alisa4804
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Re: Master Thread for Portland, Oregon

Post by alisa4804 » Mon Jun 13, 2016 9:28 pm

Not too late to plan to join us - see you tomorrow, 6:30pm Lucky Lab Brew Pub on SE Hawthorne.

sullivad
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Re: Master Thread for Portland, Oregon

Post by sullivad » Thu Aug 11, 2016 1:29 pm

plan on attending in september

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RyeWhiskey
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Re: Master Thread for Portland, Oregon

Post by RyeWhiskey » Thu Aug 11, 2016 3:13 pm

When is the next meeting, and do we have a location?
This post was brought to you by Vanguard Total World Stock Index (VTWSX/VT).

alisa4804
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Re: Master Thread for Portland, Oregon

Post by alisa4804 » Sat Aug 13, 2016 3:44 pm

Next meeting is Tuesday, September 13, 6:30 PM. Ling Garden is still closed for remodeling, so we still need an alternate location to meet. Suggestions welcome! I will post a reminder of the meeting and location about 10 days prior.

alisa4804
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Re: Master Thread for Portland, Oregon

Post by alisa4804 » Tue Sep 06, 2016 10:31 pm

Next meeting is Tuesday, Sept. 13, 6:30pm in SE Portland. NEW LOCATION: Carmella's Wines, 1320 SE Water Avenue, Portland 97214. About 1/2 mile north of OMSI, north of the Hawthorne Bridge, between SE Main and Madison Streets.

I stopped by Carmella's as suggested by one of our members, and confirmed it is a good meeting place, separate fireplace room, relatively quiet, parking available, and they regularly host informal meetings and book groups. Fine wines, beer and soft drinks and some delicious sounding "small plates" but not regular brewpub meals. Please RSVP if you are coming, so I can let Carmella's know and they can be properly staffed. Also let me know if you have a specific financial topic you would like to discuss. See you there!

alisa4804
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Re: Master Thread for Portland, Oregon

Post by alisa4804 » Mon Sep 12, 2016 3:37 pm

Update: we will be in the "Farm Table" room at Carmella's, as another larger group will be in the fireplace room. Please join us Tuesday evening!

alisa4804
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Re: Master Thread for Portland, Oregon

Post by alisa4804 » Mon Dec 05, 2016 9:14 pm

We meet again next Tuesday, December 13, 6:30pm in SE Portland. NEW LOCATION: Carmella's Wines, 1320 SE Water Avenue, Portland 97214. About 1/2 mile north of OMSI, north of the Hawthorne Bridge, between SE Main and Madison Streets (Same location as our September meeting was.)

Ask or look for the "Boglehead book group;" we will probably be in a corner of the fireplace room. Carmella's is a good meeting place, both a bar area and separate fireplace room, relatively quiet, parking lot, and they regularly host informal meetings and book groups. Fine wines, beer and soft drinks and some delicious sounding "small plates" but not regular brewpub meals. Please RSVP if you are coming, so I can let Carmella's know and they can be properly staffed. Also let me know if you have a specific financial topic you would like to discuss. See you there!

Note that we are also looking for someone to rotate in as local chapter coordinator, replacing me, for 2017. Easy job, just sending emails announcing the quarterly meetings, and I can share the current email list. Plan speakers/topics as you like. Great leadership opportunity to put on your resume :beer

alisa4804
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Re: Master Thread for Portland, Oregon

Post by alisa4804 » Mon Dec 12, 2016 7:39 pm

One discussion topic will be our "Final Letter of Instruction" for when we are incapacitated or die. I will bring copies of Taylor Larimore's list, that he shared on this forum in September.

We also have some Vanguard bling and Bogle books as party favors tomorrow night. You are welcome to bring any personal finance books you'd like to exchange. Thanks for the RSVPs - see you at Carmella's tomorrow evening!

nwffdiver
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Re: Master Thread for Portland, Oregon

Post by nwffdiver » Sun Jan 01, 2017 3:11 pm

HI, don't know how I never noticed this Portland group after about 5 years on this site. I would like to be added, or attend some local meetings. I live in Oregon City.

alisa4804
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Re: Master Thread for Portland, Oregon

Post by alisa4804 » Sun Jan 01, 2017 4:27 pm

Welcome, nwffdiver! Please send me a PM with your direct email and I will add you to the mailing list. A new chapter coordinator has volunteered to rotate in, and will organize our next meeting in March.

CynthiaCPdx
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Location: Portland

Re: Master Thread for Portland, Oregon

Post by CynthiaCPdx » Sat Jan 21, 2017 1:40 am

Yes, my husband and I have volunteered to coordinate this year and are hoping to provide a speaker. See you in March.

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Mel Lindauer
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Re: Master Thread for Portland, Oregon

Post by Mel Lindauer » Thu Feb 23, 2017 11:49 am

CynthiaCPdx wrote:Yes, my husband and I have volunteered to coordinate this year and are hoping to provide a speaker. See you in March.


This is to officially confirm that Cynthia and her husband are the new coordinators for the Portland Local Chapter.

The new contact email address is pdxbogleheads@gmail.com (note the "gmail.com" as opposed to the old "yahoo.com). I've added the new contact info to the Local Chapters Map so others can find and contact you.

Continued success and good luck to the PDX Bogleheads.
Best Regards - Mel | | Semper Fi

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TinkerPDX
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Re: Master Thread for Portland, Oregon

Post by TinkerPDX » Thu Feb 23, 2017 1:17 pm

CynthiaCPdx wrote:Yes, my husband and I have volunteered to coordinate this year and are hoping to provide a speaker. See you in March.


Thanks for taking it on Cynthia. Hoping I can make it to one of these gatherings soon!

pdxbogleheads
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Location: Portland, OR

Re: Master Thread for Portland, Oregon

Post by pdxbogleheads » Thu Mar 02, 2017 1:09 am

The mailing list for the Portland Bogleheads chapter has been migrated to a Google groups email list. If you are subscribed, you should have just received a test message. If you did not receive a test message, and would like to receive announcements by email, please either send a PM to pdxbogleheads or send an email pdxbogleheads@gmail.com.

An announcement for the upcoming March 14 meeting is forthcoming.

pdxbogleheads
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Re: Master Thread for Portland, Oregon

Post by pdxbogleheads » Mon Mar 06, 2017 2:13 am

The spring 2017 Portland Bogleheads group meeting is Tuesday March 14. Unfortunately, our previous meeting site, Carmella's Wine Bar is now operating as an event space and can only be scheduled for a fee. Please note the NEW LOCATION we will use for this meeting.

DeNicola's Italian Restaurant
3520 SE Powell Blvd.
Portland 97202

March 14, 2017
6:30pm

We have a separate room reserved. Please RSVP by sending an email to pdxbogleheads@gmail.com, or by sending a PM to Bogleheads user PDXBogleheads so we can provide a count of attendees to the restaurant.

On Tuesdays, DeNicola's has a spaghetti special for $8.95 or many other options on their extensive menu. An 18% gratuity will be added to all bills.

If the location works well, we can continue to use it for our meetings, or we can discuss options at the meeting.

We would like to have formal presentations at these meetings, either with a guest speaker or a member agreeing to present on a topic. We can select topics of interest at each meeting. Since this is not possible for the first presentation, boglehead member Jalbert will present the article:

Equity Portfolio Diversification: How Many Stocks are Enough? Evidence from Five Developed Markets

by: Vitali Alexeev (University of Tasmania) and Francis Tapon (University of Guelph)

http://eprints.utas.edu.au/17313/1/2013 ... cation.pdf

Most investors from time to time encounter the belief that they have an insight about some particular stock, or may be encouraged by a stock broker to hold a small portfolio of stocks. The cited article shows that when the appropriate risk measures are used, portfolios of individual stocks need to be larger than previously thought to mitigate diversifiable risks adequately, making it challenging for individual investors to hold portfolios of individual stocks without taking uncompensated risks. In the presentation, we will discuss the types of risks that are unique to holding individual stocks, and how index funds and other broadly diversified mutual funds avoid these risks.

Although the paper is fairly technical, the results are straightforward, and the presentation will be designed to be non-technical and accessible.

Again, please RSVP by sending an email to pdxbogleheads@gmail.com, or by sending a PM to Bogleheads user PDXBogleheads.

We hope to see you there.

pdxbogleheads
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Re: Master Thread for Portland, Oregon

Post by pdxbogleheads » Wed Mar 08, 2017 8:15 pm

March 14, 2017 meeting announcement updated

earlyout
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Re: Master Thread for Portland, Oregon / Feedback on Advisors

Post by earlyout » Thu May 25, 2017 12:17 pm

Portland BHs -

A friend recently moved to Portland and is looking for an advisor to help him rearrange his investments. I'm trying to help him and I was able to find two firms in Portland listed in Garrett. What feedback/experiences can you provide regarding New Outlook Financial and/or Koch financial. PM's would be welcome or post here.

Thanks very much.

pdxbogleheads
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Re: Master Thread for Portland, Oregon

Post by pdxbogleheads » Wed May 31, 2017 4:45 pm

The summer 2017 Portland Bogleheads group meeting is scheduled for June 13, to be held at:

DeNicola's Italian Restaurant
3520 SE Powell Blvd.
Portland 97202
June 13, 2017
6:30pm

We have a separate room reserved. On Tuesdays, DeNicola's has a spaghetti special for $8.95 or many other options, including vegetarian and vegan choices, on their extensive menu. An 18% gratuity will be added to all bills.

Boglehead user Middle will give a presentation at the meeting:

Could index Fund Investing Become too Big for its Own Good?

Recent market commentary has had plenty to say about the growth of index fund investing and the possibilities of market inefficiencies and mis-pricing of securities. This presentation aims to identify what portion of the market index investing currently constitutes, some of the risks claimed by further growth of index investing, and whether they would motivate a change in investment approach by the individual investor.

References (the latter two require registration with ft.com):

https://corporate.morningstar.com/US/do ... an2017.pdf

https://ftalphaville.ft.com/2016/08/24/ ... roaches-1/

https://ftalphaville.ft.com/2017/04/25/ ... e-edition/

Please RSVP by sending an email to pdxbogleheads@gmail.com, or by sending a PM to Bogleheads user PDXBogleheads so we can provide an estimated count of attendees to the restaurant.

We hope to see you there.

pdxbogleheads
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September 2017 Portland Meeting

Post by pdxbogleheads » Sun Aug 27, 2017 8:31 pm

The September 2017 Portland Bogleheads group meeting is scheduled for Tuesday September 12, to be held at:

DeNicola's Italian Restaurant
3520 SE Powell Blvd.
Portland 97202
September 12, 2017
6:30pm

We have a separate room reserved. On Tuesdays, DeNicola's has a spaghetti special for $8.95 or many other options (including vegetarian and vegan choices) on their extensive menu. An 18% gratuity will be added to all bills.

There is no speaker for the September meeting. We will have a roundtable discussion. If you have a topic of
interest, send it with your RSVP, and we will give the communicated topics priority for discussion.

If you plan to attend, please RSVP by sending an email to pdxbogleheads@gmail.com, or by sending a PM to Bogleheads
user PDXBogleheads so that we can provide an estimated count of attendees to the restaurant.

We hope to see you there.

gkaplan
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Location: Portland, Oregon

Re: Master Thread for Portland, Oregon

Post by gkaplan » Sun Aug 27, 2017 9:08 pm

Are you ever coming back to NW Portland?
Gordon

aj76er
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Location: Portland, OR

Re: Master Thread for Portland, Oregon

Post by aj76er » Tue Aug 29, 2017 4:13 pm

gkaplan wrote:
Sun Aug 27, 2017 9:08 pm
Are you ever coming back to NW Portland?
I would be happy with a NW portland location as well :)
"Buy-and-hold, long-term, all-market-index strategies, implemented at rock-bottom cost, are the surest of all routes to the accumulation of wealth" - John C. Bogle

alisa4804
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Re: Master Thread for Portland, Oregon

Post by alisa4804 » Tue Aug 29, 2017 4:26 pm

I checked Ling Garden website and they reopen in December, so may be possibility for future 2018 meetings - and no 18% gratuity added to our meal bills. We liked meeting at Ling Garden also. Maybe alternate from SE to NW? as we had 60+ on the PDX Bogleheads mailing list and could reach more people 😊. Let new chapter facilitator know (not me any more!) - new email contact in this thread.
Last edited by alisa4804 on Wed Aug 30, 2017 1:03 pm, edited 1 time in total.

pdxbogleheads
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Re: Master Thread for Portland, Oregon

Post by pdxbogleheads » Wed Aug 30, 2017 12:33 am

After Ling Garden closed for rebuilding, it was not easy to find a stable, workable location. If a preferable location that can accommodate the group can be identified, meeting at DeNicola's is by no means cast in stone. Driving by the Ling Garden site and viewing the progress does not inspire confidence that it will be open in time for the December meeting, and we would have to schedule a few weeks before that to organize the meeting.

MJW
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Location: Pacific Northwest

Re: Master Thread for Portland, Oregon

Post by MJW » Sat Sep 02, 2017 5:07 pm

Is there a Clark County/SW WA group, or do they attend the PDX gatherings?

pdxbogleheads
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Re: Master Thread for Portland, Oregon

Post by pdxbogleheads » Sat Sep 02, 2017 6:40 pm

Boglehead participants who reside in SW Washington have attended in the past, including recent meetings, and are always welcomed. The constraint is how far a Boglehead participant would like to travel for a meeting, not a constraint of the group.

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