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Registered on:6/2/2005
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re: How often do you make contributions to your portfolio? - Books
[quote] how does one "rebalance" what is meant when i read that?[/quote][link=(https://www.bogleheads.org/wiki/Rebalancing)]https://www.bogleheads.org/wiki/Rebalancing[/link]...
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re: How often do you make contributions to your portfolio? - Books
I'm referring to bond funds, Total Bond Market Index Ideally, I would make regular contributions and allocate the new funds with respect to my desired AA. However, I have limited space in protected accounts (Roth), so once that's filled, I would be making regular contributions that are equiti...
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re: How often do you make contributions to your portfolio? - Books
How are you allocating those $10k amounts relative to your AA? My issue is that I often have limited space in my tax-protected accounts--and in turn the amount of bonds I can buy--so if making periodic $10k contributions, I will consistently end up out of alignment by purchasing equities everytime. ...
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How often do you make contributions to your portfolio? - Books
401k aside, how often do you contribute to your portfolio, and do you rebalance your portfolio at each contribution? I would prefer to rebalance at 12+ months, but it seems the only way to accomplish this is hold off on contributions until this time. I prefer this schedule in part because at ...
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re: Update - Will Add as I get it - Books
Always thought you were an idiot. This proves it. ...
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Palermo's on Jefferson - Books
Stabiler owned restaurant recently opened former Latte e Miele location. Anyone been yet? Supposed to have a similar priced menu to Little Village with a more traditional Italian menu https://www.businessreport.com/article/new-restaurant-set-open-former-latte-e-miele-location...
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re: Question regarding my IRA investment fees - Books
[quote] Is there something that does explain the impact of fees?[/quote]Good starting point [link=(https://personal.vanguard.com/us/insights/investingtruths/investing-truth-about-cost)]LINK[/link] taking the average of your 4 IRA funds (.83% exp. ratio) vs Vanguard Total Stock Mkt Index Admiral ...
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re: Question regarding my IRA investment fees - Books
those are all relatively high fees. [quote]I also have a brokerage account that is invested in BALCX (American Funds). The balance is around $9k. Here are the expenses for this fund: 0.23 Annual mgmg fee 0.15 other 1.00 12b-1 1.38 expense ratio [/quote]You also have an 82% turnover which wil...
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re: Roth IRA advice. - Books
[quote]And it has beat the index, so your argument is moot. [/quote]depends on the index ...
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re: Roth IRA advice. - Books
[quote] I'm telling you right here that most advisors aren't trying to outperform an index. If they tell you they are then I can see why you would be disappointed... [/quote]http://www.tigerdroppings.com/rant/display.aspx?sp=62925472&b=60&s=1&p=62893012 American Fund claiming just that...
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re: Roth IRA advice. - Books
[quote]This is when companies like Vanguard and other low cost fund companies thrive. Actively Managed funds such as American Funds shine in the down years. For example, when cheap index funds are down -15% with the market a good actively managed fund will be down--call it -9%. So for someone starti...
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re: Roth IRA advice. - Books
https://personal.vanguard.com/us/funds/snapshot?FundId=5307&FundIntExt=INT#tab=1...
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re: Roth IRA advice. - Books
how's return compare to index after fees? turnover will also likely be higher in active funds resulting in more taxes, which will impact real returns...
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re: I hated The Big Short - spoilers - Books
[quote] quote: It was pretty easily understood that he would Again, I wanted to see it [/quote]it never happened. The book even remarks about how Burry never received an apology from the investors he made so much money for. ...
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re: How do I start saving after college? - Books
1. Educate yourself http://www.amazon.com/gp/product/1118921283/ref=pd_lpo_sbs_dp_ss_1?pf_rd_p=1944687702&pf_rd_s=lpo-top-stripe-1&pf_rd_t=201&pf_rd_i=0470067365&pf_rd_m=ATVPDKIKX0DER&pf_rd_r=0B53TGAF6H4PAPEH8MGC 2. 401k up to company match 3. Roth IRA with Vanguard or similar ...
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Index investors, re: BRK or BRK.B - Books
Very much a believer in index investing, but an investment in shares of BRK or BRK.b follows a lot of the same principles, and you're getting picks form arguably the best stock picker in history. BRK has returned something like +10% on the S&P since it's inception over 40 years ago. Obviousl...
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Rebalancing portfolio while contributing $$ - Books
Ideally, I think I'd prefer to rebalance around every 13 months, in order to avoid short term gains. However, how do you avoid rebalancing when depositing more money into your portfolio? Do you simply distribute to each fund based on the current portfolio % makeup at the time? For example: ...
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re: So is my 529 fricked or what? - Books
what would be better alternatives for LA residents if there's a change to the match and/or deduction?...
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re: Paying taxes on a gifted privately sold vehicle - Books
[quote] If it's just a standard everyday vehicle, I would use KBB private party value at the time of the gift to establish that. [/quote] I'm betting KBB at the time of the gift may still be less than what I'm selling for now. However, if my parents had sold it privately at the time of gift, t...
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re: Paying taxes on a gifted privately sold vehicle - Books
[quote]or the FMV of the property at the time of the gift[/quote]how is this determined? Selling privately, I'm able to sell it for significantly more than the KBB value. ...
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