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Investing - Theory, News & General • US Stock, International and Total...
The world stock index is the weighted average of the US stock and Global ex-US stock market. I'll use the term International to refer to Global ex-US stock market. If the world stock index is the...
View ArticleInvesting - Theory, News & General • Time to process donations at Vanguard
How long is it taking Vanguard to process charitable donations?I made a donation of a mutual fund on the evening on June 20, filling out Vanguard's electronic form. I heard nothing from Vanguard until...
View ArticleInvesting - Theory, News & General • John Bogle's Books
Hi, I have read "Common Sense on Investing", "Enough" and most of " Clash of Cultures". My question is: Which John Bogle book contains the most discussion on international investing? I want to read...
View ArticleInvesting - Theory, News & General • Re: Time to process donations at...
this is one reason why I channel all these through the DAF even if the funds are going out right away.Statistics: Posted by jebmke — Sun Jun 30, 2024 8:42 am
View ArticleInvesting - Theory, News & General • Re: Roth IRA what to invest in and how
* Why Roth vs 401k / other? Unless the portfolio was large (doesn't appear to be the case), my first thought is that given the income, pre-tax would be more advantageous?So when they retire they dont...
View ArticleInvesting - Theory, News & General • Re: Purchasing MYGAs (multi year...
When Building Out an Annuity Ladder- Is there a "safest" or typical number of years to build out? - Should you stay to 6 yrs or less? - Is that due to the possibility of company failures - Or does it...
View ArticleInvesting - Theory, News & General • Re: location of assets - taxable vs...
If rates went up shouldn’t you be able to sell the bonds at a loss and claim the loss on taxes?Statistics: Posted by muffins14 — Mon Jul 01, 2024 7:57 am
View ArticleInvesting - Theory, News & General • Re: Vanguard Cash Plus Account
Not worth the effort for me then. I'll stick with VUSXX and transfer to my credit union as needed for bills. A few days interest isn't going to break the bank.CP allows you to fully automate paying...
View ArticleInvesting - Theory, News & General • Re: Modified versions of HFEA with...
Any thoughts on an efficient way to be around 70% global equity (e.g., VT) and 70% intermediate to short term TIPS?For a little while I had NTSX/NTSI with some TIPS funds to balance (and low overall...
View ArticleInvesting - Theory, News & General • Re: US equities tech sector...
I should have made clear that I was curious how people with >85% large cap US for their total allocation are feeling. I will edit the OP for clarity.Feeling fine, and don't see an issue with it....
View ArticleInvesting - Theory, News & General • Re: I Bonds Mega Thread (I Bond...
I filed an automatic extension in April for $4000 for around $3500 tax bill. Is it possible to make a $3500 payment on IRS Direct Pay with 1040 payment, and then file a refund request for the $4000 in...
View ArticleInvesting - Theory, News & General • Re: The more I read about Asset...
Asset location matters more if you are in a higher tax bracket. Let's say you have your bond fund in a taxable account. your distribution are taxed. Let's say you are a high income earner with 37% tax...
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Investing - Theory, News & General • Re: Case Study: Broker speed of...
I noticed that dividends payable on the same date appear at different hours of the day. at Schwab eg. today Schwab credited me the dividend for viov, and vbr but has not yet credited the dividend for...
View ArticleInvesting - Theory, News & General • Re: Variable Percentage Withdrawal...
I'm seeing dramatically different withdrawal rates here on this site based on age/allocation, could someone point me in the right direction. Thanks.Statistics: Posted by tennisplyr — Tue Jul 02, 2024...
View ArticleInvesting - Theory, News & General • Re: Anybody ditching Ally Savings...
Does Ally close accounts if there is no money in them?I've kept an account with a $0.01 balance at ally that I didn't want closed. I don't know if they would auto close an actual $0 balance...
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Investing - Theory, News & General • Re: best "active" fixed...
By the word "active" in the subject line, I do NOT mean managers & strategies trying to bet on unknowable factors, like direction and timing of interest rates or rates of default or whatever......
View ArticleInvesting - Theory, News & General • Re: Structured Alt Protection ETF's
Matt Levine made a wonderful comment in his "Money Stuff" column. Obviously, this is a joke and not the way real buffered ETFs work, but I thought it was a brilliant clarification anyway.Here is a...
View ArticleInvesting - Theory, News & General • Re: Variable Percentage Withdrawal...
Is that the case?Yes it is my case! Almost the same amount. Please, where could I read more about the bridging amount?Statistics: Posted by Siaigi — Wed Jul 03, 2024 8:16 am
View ArticleInvesting - Theory, News & General • Re: Trading Treasuries (nominal and...
^ Well, Treasury says:The principal (called par value or face value) of a TIPS goes up with inflation and down with deflation. https://www.treasurydirect.gov/marketab ... ion-406658So principal, par,...
View ArticleInvesting - Theory, News & General • Re: International (Non-US) versus US...
Folks,If everything that you invested in is doing well, you have no diversification. I am not chasing return. I am glad that International is not doing well. It is doing its job in my...
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