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rjb112
Well thanks for all your great instruction and telling me about it.
Historically, there is a bond returns pecking order: short term government bonds generate about 0.5% annually above inflation, short term corporate bonds deliver 0.8%, long term treasuries produce about 3.0%, and long term corporate bonds reward 3…
Yes, the current P/E ratio and/or the CAPE ratio are currently a tad (that’s a scientific measure) on the high side relative to long term averages. But these signals, which according to a Vanguard study do provide a 20-30% explanation of market p…
@Charles, I know you are a big Meb Faber fan, who in his book Global Value places a great deal of importance on the Shiller CAPE. Meb Faber obviously thinks the Shiller CAPE should play a big role in our investing decisions. The referenced chart s…
The S&P 500 forward 12 month P/E they are using from JPMorgan is 15.6
That seems too low based on Morningstar and the WSJ
The WSJ shows a forward P/E of 16.74
Morningstar shows a forward P/E of 17.01 for the S&P 500 in their portfolio data f…
"Recent academic studies..........That means that only 1% generate measurable positive Alpha over an extended timeframe. That’s the sad odds when establishing an actively managed portfolio"
@MJG: thanks for your post. Would you be able to provide …
That's very cool JohnChisum. I just checked out that Google Translate. It will even Detect the Language if you don't know what language it is ! So it detected that it was German, and then translated it.
that's the very first thing that came to my mind too.
Maybe he starts with the 2000 stocks in the Russell 2000, and is very picky about quality, so only finds 300 of them to meet his quality screens.
Then uses his valuation measures with those 300…
I hope that VT gets a lot more attention in the financial press. It's quite an interesting fund. It could serve as a one stop shopping for some investors' total stock investing needs.
Great article. Thanks for posting Ted. I notice it has only had 16 views in MFO. That's a shame, because this is a high quality article and very well written.
Crash: “Would I be better off simply loading-up on income-producing equity and bond funds”?: Depends on your desired asset allocation and desired risk level. Income producing equity is equity…..it’s not fixed income, so of course it gives you the r…
I 100% agree with this article:)
So do I. I see annualized performance figures talked about constantly in articles. They make it sound like there's not much difference in investment scenario A versus investment scenario B over a 30 year investment…
I see in MONEY Magazine that "a New Yorker" could plunk down $100,000.00 on an "immediate annuity" and receive $591.00 monthly. Why does the location make a difference?
I'm not going to be throwing $100,000.00 at an annuity. But guaranteed income …
Think you have $500,000 SIPC protection on your account? Think again.
"Well, it turns out the SIPC has a different definition of “net equity.” It isn’t the value of your account on the last statement from your brokerage firm. It is the amount of mo…
This was an excellent interview. Robert Kessler put forth a very intelligent, reasoned and logical case for Treasuries and his view on interest rates. The interviewer, Consuelo Mack, said that Kessler has been correct about Treasuries for the enti…
They ain't seen nothing yet. There's going to be steady increases in the number of exchange traded funds. In a few years, the combined number of mutual funds and exchange traded funds is going to be...........well, more than there are today. The …
Very good Catch. That site looks excellent.
Check out this site, it shows great promise. Let me know what you think.
http://longrundata.com/longrundata/index.php
You can enter a mutual fund or exchange traded fund symbol instead of a stock sym…
thanks Derf. I'm looking at different ways to calculate total return between 2 dates that don't fall at the end of a quarter, where you can't look up the performance. So far the stockcharts.com method described above by catch looks very promising.…
I'm not talking about my employer. That's a different issue, since they are paying you for your time, it is their computer and connection, etc.
But on my own at home? No, I don't believe that the government, the internet service provider or anyon…
reply rjb112: I used yahoo finance. Average of equal amount invested in each fund, app.5.46 % combined return. Investment $1000 = $ 54.60 return. I see catch 22 came up with a different figure , 6.17 % .
@Derf: can you describe exactly what you did…
By the way, thank you Google that my browsing using Chrome is not hidden from my employer, my internet service provider, or my government. I don't think any of them care that I was trying to view an article from the WSJ, but frankly it is none of t…
I tried viewing it "incognido" (in both Chrome and IE), but WSJ still wouldn't show it!!
But it's OK. The one time it did let me in was enough. Surprised I even got in that one time.
change browsers, and/or open anon/incog/private session; sometimes that works (it's all tracked via cookies, of course)
@davidmoran: I did change browsers, from IE to Chrome, and that didn't allow access. What is the "open anon/incog/private sessio…
catch22: Just came off VG site. They list Nav return % & market price return %. What's the diff ? yahoo & VG had 7 % for VTI. Bnd & Vxus were different. Plus you were using YTD & I'm using end of 2/nd qter. Last 4 days were up !…
On the Wall Street Journal articles: try Googling the article title. Often the Google link works fine but my attempt to republish the link fails miserably.
David
Yeah, I always use that 'technique'......googling the article's title, and it usually…
Josh Brown makes an error in his article, and I just sent him an email explaining it.
In his article he states:
"The Morningstar analyst quoted neglects to mention that her firm’s backward-looking rating on the Value Trust at the time was undoubt…
By squinting carefully, a writer for the WSJ was able to conclude that Bill Miller's Legg Mason Value Trust had the best performance of any fund for the 15 years before the market's crash and the fund's ultra-crash. The fund flopped around like a f…
VTI,VXUS,BND returned App. 5.461% with equal amounts invested , ending 30/th June.
Have a nice wked, Derf
@Derf, appreciate if you will provide your sources and methods for coming up with this.
Unfortunately Arthur might ruin actual fireworks here, but not for Homer!
Happy 4th, everyone!
LOL.
"Celebrate the independence of your nation by blowing up a small part of it"
"What's so weird about that. Its BBP"
I have no idea what BBP means. Anyone know?
Regarding FLVCX, M* obviously likes it. They have given it a Silver analyst rating, and say:
"An outstanding fund--for those who can use it well"
I just plotted t…
@bee, this is as good a time as any to "try out" the information you shared about how to embed something using Jing. If the graphic image appears, then "it worked"!
@bee/@TheShadow: looks like QQQ has a sig. lower expense ratio than USNQX, 0.20% …
The way Vanguard does things is that you have the Investor share class, typically with a $2,500 minimum to get in and a slightly higher ER. Then you have the Admiral Share Class, often with a $10,000 minimum to get in, and a lower expense ratio. T…
Does SCHB fit your requirements? Can't beat that ER.
That one has 1,998 stocks.
He posted "Broad market cap exposure is the deciding factor".
Of course, 1,998 stocks stills gives you very broad market exposure, but not nearly as many small and mic…
Fidelity Spartan Total Mkt Idx Advtg FSTVX
6 basis points ER, 3,337 stocks. I mention that because you said you have Fidelity Brokerage, so you can do this one with no transaction fee.
