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Investing - Help with Personal Investments | Forum profile
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Forum profile page for Investing - Help with Personal Investments on http://www.bogleheads.org.
This report page is the aggregated overview from a single forum: Investing - Help with Personal Investments, located on the Message Board at http://www.bogleheads.org.
This forum profile page summarizes the general forum statistics such as: Users Activity, Forum Activity, and Top Authors, which are reported in either a table or graph below for a given reporting time period.
Additional forum profile information for "Investing - Help with Personal Investments" on the Message Board at http://www.bogleheads.org is also shown in the following ways:
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Posting activity on Investing - Help with Personal Investments:
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340
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1,109
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Investing - Help with Personal Investments Posting activity graph:
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Top authors during last week:
user's latest post:
Vanguard International funds -...
Published (2009-11-24 11:33:00)
tarnation wrote: YDNAL wrote: The ER for VFWIX is 0.06% higher than VGTSX. This equivalent to only ONE cup of expensive coffee in 10 years for the $10K in the graph invested at 3% annual return. https://personal.vanguard.com/....nding-tool This tool shows impact on annual withdrawals, not final value. So it is an expensive cup of coffee every year. Turns out a joke is taken seriously, a more current occurence lately. Regardless, if you run...
user's latest post:
Portfolio Review for Opening New...
Published (2009-11-23 16:59:00)
Holding 2 target funds would be easier. For each account, just pick a fund that has the stock/bond ratio you want. Then all you have to do is add money. The funds will take care of the rest.
user's latest post:
I don't understand...
Published (2009-11-24 11:26:00)
I wouldn't worry about it. Last week, Vanguard noted that my VEU was valued at $0.00. Basically, you can't trust any online closing price quotes from Vanguard.
user's latest post:
How Much Company Stock?
Published (2009-11-23 21:23:00)
the intruder wrote: oneleaf wrote: Is there a requirement to hold onto the stock for a certain period of time? If so, you should take advantage of the matching and then sell all stock as soon as you are allowed to. Essentially, maintaining zero company stock. I think it depends on who you work for. If its GS, JPM or IBM I would hold as much as I could. One thing the posters on this board dont tell you is that the gains on company stock above...
user's latest post:
Tax Free Bonds, California
Published (2009-11-24 08:34:00)
Quote: Interest rate risk is meaningless if a bond is held to maturity. One of the worst things an investor can experience is to be stuck with low yielding bonds when recently issued bonds are yielding much more. Larry Swedroe's Bond book offers an understanding of how bonds work: The Only Guide to a Winning Bond Strategy You'll Ever Need
user's latest post:
Gold
Published (2009-11-24 05:06:00)
Now my local news is doing segments on gold. This bubble isn't going to just pop -- it's going to explode.
user's latest post:
TIPS question - Does Larry...
Published (2009-11-18 00:21:00)
BHChinook- Have you checked the returns on ST treasuries lately? Can you spell z-e-r-o? Well, not quite but almost. Me - I'd rather hang onto the TIPS I have. What advantage would there be to trading them for ST treasuries?
user's latest post:
Portfolio Assistance Request
Published (2009-11-23 14:08:00)
You are indeed off to a good start. Spending less than you make is a strategy that will serve you well. Re stock allocation, please understand that I am retired and quite conservative by nature. We each need to figure out what makes sense and feels right given our needs, risk tolerance, etc. Re TIPS, you realize they are similar but not the same as I Bonds. I am a big fan of I Bonds. As I said, unlike a TIPS fund, they will not lose money in...
user's latest post:
Experience with Virginia's...
Published (2009-11-23 16:16:00)
Latestarter wrote: Tramper Al wrote: Latestarter wrote: Still debating whether to open a plan in VA or stick with OH. If I could do it over again, I would split my 529 contributions between Virginia and Ohio. In fact I am in the process or rolling half of each account from VA to OH. Why? At this point, each 529 is too large to be useful for rebalancing all at once. I think in 2010 we may be back to 1 transaction per 529 per year, and I would...
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Latest active threads on Investing - Help with Personal Investments::
Started 1 day, 17 hours ago (2009-11-24 11:25:00)
by JeremiahS
You're worried about a 86/1000 of a percent error that was listed on a website 2 hours after market close in an account that is calculated based on a broad spectrum of underlying assets?
Started 2 days, 10 hours ago (2009-11-23 19:02:00)
by oneleaf
Is there a requirement to hold onto the stock for a certain period of time? If so, you should take advantage of the matching and then sell all stock as soon as you are allowed to. Essentially, maintaining zero company stock.
Started 2 days, 5 hours ago (2009-11-23 23:04:00)
by tarnation
My two cents:
1. Although the two funds (VGTSX vs VFWIX) are now comparable, at this point, I would recommend going with the FTSE fund (VFWIX) for a couple of reasons: It has an ETF share class, which has the potential to help with tax efficiency, the etf share is available to you by conversion from fund shares, it has a complementary FTSE fund for small cap, last but not least, it ...
Started 1 day, 18 hours ago (2009-11-24 11:03:00)
by JDCPAEsq
commoncents wrote: ...I stumbled across this on the internet and was wondering if anyone else had experience with it or opinions. It is called the KissTrust and they have a website. I don't know much about annuities but perhaps it makes sense to consider a trust for at least part of the money.
I won't attempt to answer your investment questions, but I did do ...
Started 2 days, 12 hours ago (2009-11-23 17:02:00)
by scooter
Sorry.... I failed to mention the symbol which is VMATX
Started 2 days, 4 hours ago (2009-11-24 00:31:00)
by LH
Quote: The deadline for contributions to a traditional IRA for the year is the due date of your return, not including any extensions of time to file.
http://www.irs.gov/taxtopics/tc451.html
Started 3 days, 15 hours ago (2009-11-22 13:39:00)
by livesoft
The shares that have a loss now, are they long term or short term? Would they still be short term in January?
How about selling the shares in two or more batches?
Sell the shares with LT gains soon this year, but do not sell the other shares.
That way, you pay no LT gains. Then next year sell the shares with losses and the other gains. The losses will help offset the gains....
Started 1 week, 4 days ago (2009-11-14 15:33:00)
by livesoft
I don't see a reason why you need any stocks at all. Your money is not going to run out given your spending rate and your current assets.
I'd consider paying off the mortgage because that would reduce taxable cash flow required to pay it. What did your "advisor" say about that? It looks like you refinanced last year to a 30-year. Seems strange to me. What was that all about?
Started 5 days, 2 hours ago (2009-11-21 02:47:00)
by jlq39
I think it would be wiser to be able to come up with the 10k without touching your 401k. Another thing to think about is, if you have to borrow the 10k for a down payment, then that probably means you won't have an emergency stash of cash in case something goes wrong with the property the first month you own it. Meaning, I wouldn't even think of having a rental property if I didn't have an ...
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Hot threads for last week on Investing - Help with Personal Investments::
Started 6 days, 16 hours ago (2009-11-19 12:22:00)
by tarnation
This info is on the wiki. (for a while; Hurry before it gets deleted again .)
http://www.bogleheads.org/wiki....Index_Fund
Started 1 week, 1 day ago (2009-11-17 12:50:00)
by Alex Frakt
It's a terrible idea. The intrinsic value of gold - what it would be worth based on production costs if valued solely for its industrial and cosmetic uses - is in the $200 - $300/oz range. All of the price premium above that is speculative in nature. The current high premium is based partly on fear driven by past negative events worsening and/or ideological concerns and partly on pure ...
Started 3 days, 8 hours ago (2009-11-22 20:12:00)
by wish2bCFP
I've used Loomis Sayles Global Bond. Morningstar gives it a good report and I've been pleased. Even Bogle thinks there is a place for global bonds in a portfolio. Loomis has a good track record. They don't necessarily hedge to the US dollar.
Started 1 week ago (2009-11-18 12:01:00)
by JBaumgart
Looking for suggestions on how to help our 18 year-old make her first long term investment. She is now a freshman in college and over the past summer made about $7,000 at a part time job. Right now it's sitting in a savings account earning almost nothing. For college my wife and I are paying for her tuition plus room and board expenses out of a 529 plan, but she is on her own for other ...
Started 5 days, 15 hours ago (2009-11-20 13:16:00)
by mets96
I read the Magic formula by Joel Greenblatt last year and was interested in following this method of investing. The book and formula was pretty simple and basic so I'm just wondering if this is a good strategy for value investing?. If you are not familiar with it here is the criteria for the formula:
Quote:
1. Establish a minimum market capitalization (usually ...
Started 1 week ago (2009-11-18 13:26:00)
by therub
I am adding an international index fund to supplement my target retirement fund.
It looks like I am interested in the following two funds, but it's not clear to me what the difference is:
Vanguard FTSE All-World ex-US Index Fund Investor Shares (VFWIX)
Vanguard Total International Stock Index Fund (VGTSX)
This one also looked interesting, except for its purchase and ...
Started 5 days, 16 hours ago (2009-11-20 12:38:00)
by SoCal Okie
23 years old, great job, great company
Contributing ~$14500/yr to Roth 401k
-Match ~$2800/yr to Regular 401k in Company Stock
Contributing $5000/yr to Roth IRA
Contributing ~$6200/yr to Employee Stock Purchase (85% of Cost)
-Have to hold for 2 years to avoid income tax
What should I be investing in IN my Roth IRA and my Roth 401k?
Keep in...
Started 1 week ago (2009-11-18 08:03:00)
by fishndoc
Another question on a Wash Sale:
Assume one bought 100 shares of fund XYZ 16 months ago for $5000.
Then you bought 100 more shares 6 months ago for $3000.
You now own 200 shares with a combined cost basis of $8000.
Suppose you hold these in a taxable account, and would prefer to sale and re-buy in your Roth.
If the current price of XYZ is $40/share and you sale all 200...
Started 1 week, 1 day ago (2009-11-17 12:15:00)
by dbr
If the objective is to maximize yield under current conditions and retrieve the money absolutely at the end of exactly four years, I would think FDIC insured four year CD's might be attractive. Tax considerations might dictate a different approach, but we don't have the information to look at that.
You don't say how the money is invested now, so it is difficult to know what the ...
Started 1 week, 4 days ago (2009-11-14 15:33:00)
by livesoft
I don't see a reason why you need any stocks at all. Your money is not going to run out given your spending rate and your current assets.
I'd consider paying off the mortgage because that would reduce taxable cash flow required to pay it. What did your "advisor" say about that? It looks like you refinanced last year to a 30-year. Seems strange to me. What was that all about?
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