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Investing - Theory, News & General • Re: I ignore EVERYTHING except AA....
Your approach will work fine.Statistics: Posted by one_speed — Fri Aug 02, 2024 4:06 pm
View ArticleInvesting - Theory, News & General • Re: BND up 3.7% in one month
All the bond fund shares I bought between 2019 and 2021 are about back to cost basis, with dividends reinvested.Would I have done slightly better in MMF? Sure. Will that continue? Doubtful. Would it...
View ArticleInvesting - Theory, News & General • Re: Vanguard to Exit Individual...
Have an update on those who haven't made contributions and is still looking for answers. I posted my experience so far since the transfer has not been bad as others, and made my first contributions...
View ArticleInvesting - Theory, News & General • Re: Is it Concerning that Warren...
No one has a crystal ball in to the future.We're investing passively as usual. Through all the highs and lows. Our investment plan acknowledges that famous investors may buy and sell from time to time...
View ArticleInvesting - Theory, News & General • Re: RMDs looming, a few questions......
1) Dec 31, 2025. see explantion above.2) Correct.3) Correct.I'm one year ahead of you as I turn 73 next year.TravelforFunStatistics: Posted by TravelforFun — Sun Aug 04, 2024 3:58 pm
View ArticleInvesting - Theory, News & General • Re: The Day The Factors Died
Did you write the book of quant finance? And do you have faith in the premium dance? If Fama tells you so. Now do you believe in size and P/B? Can factor tilts improve your volatility? Like you’re...
View ArticleInvesting - Theory, News & General • Re: Is this how one actually Dies...
How do you qualify for high SS benefits when you quit working at 40?Some years ago I calculated that someone who earns the maximum amount subject to SS payroll tax (currently $168,600 per year) for...
View ArticleInvesting - Theory, News & General • Re: Total Portfolio Allocation and...
Thank you for explaining your planner to us. Reviewing my plan I am confused regarding how to use spending tilt and preference for the future feature. In my case I prefer to spend more in the first...
View ArticleInvesting - Theory, News & General • Re: [Book: Living off Your Money, by...
Thanks for the updated/more accurate CAPE10. I plugged this into the spreadsheet and it didn't end up changing the initial withdrawal rate.Statistics: Posted by KJG — Sun Aug 04, 2024 4:27 pm
View ArticleInvesting - Theory, News & General • Re: BND up 3.7% in one month
To boot, stocks had pretty low expected returns at the time due to low valuations…All else being equal, low valuations should mean higher expected returns.Yes. I’m dumb. I meant “high...
View ArticleInvesting - Theory, News & General • Re: Let's Talk SPX Box Spreads
I recently revisited the topic of SPX box spreads and noticed that there are SPX options expiring on every day of August, instead of just on 8/16/2024. Is this something new? And is there anything I...
View ArticleInvesting - Theory, News & General • Re: "Global Selloff Intensifies...
The only thing I am paying attention to is Warren Buffet selling Apple.Statistics: Posted by Retiredrocketbuilder — Mon Aug 05, 2024 4:49 pm
View ArticleInvesting - Theory, News & General • Re: How do you deal with the all...
Discussion of today's market performance can be posted in: August 5, 2024 is a RBD [Really Bad Day]Please stay on-topic.Statistics: Posted by LadyGeek — Mon Aug 05, 2024 4:50 pm
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Investing - Theory, News & General • Re: August 5, 2024 is an RBD
Somebody care to decipher the acronym for us clueless?"Really Bad Day" I assume? But that means we can all afford a nicer car....right??? I’m up to Rolls Royce today. I ordered a Mercedes a while ago;...
View ArticleInvesting - Theory, News & General • Re: Vanguard to Exit Individual...
Folks I think we can put our heads together and figure this out without having to leave Ascensus. I think we may need a separate thread that describes how to initiate transactions at Ascensus (versus...
View ArticleInvesting - Theory, News & General • Re: 401K Stable Value with rising...
Stable value funds are a creature of their captive market. They try to enhance their yield by extending the duration. If a fund is able to keep attracting new money even when interest rates are...
View ArticleInvesting - Theory, News & General • Re: The host is in the hot seat on...
LINK TO PODCAST:Episode 72: David Baughier flips seats with host Rick Ferri and interviews him.David Baughier switched seats with host Rick Ferri and interviewed him about many personal finance...
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Investing - Theory, News & General • Re: Please explain this T-Bill rate...
Oh, gee. It is complicated indeed as this linked article from the thread you cited shows. I think I'll be happy enough figuring the rate on the dollars invested as Davistax did above. Clear enough at...
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Investing - Theory, News & General • Re: The Day The Factors Died
It should be instructive that my personal portfolio and the portfolios I oversee for PWL clients have not changed much since we started the RR podcast, and any changes that have been made have been...
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Investing - Theory, News & General • Re: Bucket Withdrawal Strategy
Here are some examples of situations where portfolio withdrawals can vary a lot from year to year, or where the “times expenses” formulation is otherwise confusing or inappropriate:* Person who...
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