↧
Investing - Theory, News & General • Re: Question on mechanics of bond funds
The point is that bond funds and individual bonds have their pluses and minuses and it’s impossible to predict which will do better in the future for each individual investor. So, it’s mostly a matter...
View ArticleInvesting - Theory, News & General • Re: Bonds funds vs rolling bond...
Here's a question,If I have a bond fund, can I sell it and repurchase it as a bond ladder of the same duration without incurring a loss?Of course you can (minus transaction costs).Another way to exit...
View ArticleInvesting - Theory, News & General • Re: Total Portfolio Allocation and...
I have a more fundamental problem with the assumption that inflation hedging is sufficient for retirement -- even if it were truly available. Such hedging does not protect against standard of living...
View ArticleInvesting - Theory, News & General • Re: ARK investment
ARKK had an amazing run!! The time to exist was back in 2021! Cheers to the winners!Statistics: Posted by tesuzuki2002 — Mon Sep 02, 2024 10:26 pm
View ArticleInvesting - Theory, News & General • Re: International (Non-US) versus US...
Given today's starting conditions, I find it hard to envision a repeat of the 2010 onwards combination of beat up stock prices and ZIRP driving valuation expansion like it did in the recent past.Thus,...
View ArticleInvesting - Theory, News & General • Re: Tracking Dividends/Interest with...
I don't know of anything on Fidelity's site that will produce quite what Schwab generates, which is a very nice current-year projection--it's a combination of the actual numbers for year-to-date plus...
View ArticleInvesting - Theory, News & General • Re: Really Bad Day (RBD) Activities
I watered the entire yard (all four sides!) today except for the 20-foot stretch that's mostly shady all day. I will do it again tomorrow, and the next day, and the next day. We do not have a lawn,...
View ArticleInvesting - Theory, News & General • Re: Dividend yielding stock total...
BRK-A from 1957 to 2012 to match the chart started at just under $8 and finished at about $135,000. No dividends.Statistics: Posted by Jack FFR1846 — Wed Sep 04, 2024 10:10 pm
View ArticleInvesting - Theory, News & General • Re: Domain name investing
Cybersquatting as a business inb2024…good luck. Be sure to understand the applicable laws, especially ACPA.Statistics: Posted by LotsaGray — Wed Sep 04, 2024 10:15 pm
View ArticleInvesting - Theory, News & General • Re: The Final, Definitive Thread on...
Also, does anyone have experience with the Wells Fargo transfer bonus? A few questions:- Did you run into any unexpected fees?-- Purchase fees for ETFs?-- Account termination fees at previous...
View ArticleInvesting - Theory, News & General • Re: DFA Vector ETFs
Launching on September 10thDFA US Vector - DXUV - ER 0.28DFA International Vector - DXIV - ER 0.34Anyone planning to use these?https://www.sec.gov/Archives/edgar/data ... 85apos.htmNot personally. My...
View ArticleInvesting - Theory, News & General • Re: How do you model Roth...
BigFoot48 is being a bit modest in his post. The RPM spreadsheet he designed is an excellent way to model Roth conversions. It is a downloadable, complex, excel spreadsheet. The Minnesota Bogleheads...
View ArticleInvesting - Theory, News & General • Latest Roth conversion paper
Some may remember that I joined the forum in June 2021 because I stumbled across a discussion of my first Roth piece, a working paper published on ssrn.com. https://papers.ssrn.com/sol3/papers.cfm ......
View ArticleInvesting - Theory, News & General • Re: Bonds funds vs rolling bond...
Accumulating and decumulating seems a bit more complicated with rolling bond funds. As you say, if you add new money, you can buy the highest maturity, resulting in some uneven rungs at the higher end...
View ArticleInvesting - Theory, News & General • Re: I Bonds Mega Thread (I Bond...
I never received my $5K in paper iBonds after filing my tax return in April this year. I received the rest of my tax refund quickly - deposited in my Fidelity account in April. But less the $5k.How...
View Article
Image may be NSFW.
Clik here to view.
Clik here to view.
Investing - Theory, News & General • Re: New tool for building a TIPS ladder
Hi everyone,This is a great tool for me because I am finally moving on from theoretical discussions of TIPS to the question of which ones to actually buy on the secondary market.While I now sort of...
View ArticleInvesting - Theory, News & General • Re: "Order collaring" at...
I have no knowledge of whether or not the described behavior is occurring, but if this is happening, it appears to me that the key point would be that the wholesale market maker to which RH is routing...
View ArticleInvesting - Theory, News & General • Re: Happy Birthday, FZROX! (Has it...
How much securities lending has it done relative to competing funds?Statistics: Posted by Northern Flicker — Fri Sep 06, 2024 12:14 am
View ArticleInvesting - Theory, News & General • Re: Variable Percentage Withdrawal...
When an amount is entered into the "Temporary Retirement Income" section(s) on the "Retirement" sheet of the VPW Accumulation And Retirement Worksheet, what does the worksheet assume the retire does...
View Article
Image may be NSFW.
Clik here to view.
Clik here to view.
Investing - Theory, News & General • Re: Starting January 1, 2025, you...
Starting January 1, 2025, you will no longer be able to buy paper Series I savings bonds with your tax refund. Thanks to https://tipswatch.com/ for bring this to my attention.Treasury announcement:...
View Article