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Thank you so much @msf !!! This is perfect. I bookmarked that link, and now I can always get to this information. I don't know how you did it, but thanks!
I love that word - conflating - it always makes one sound so erudite. Ooooh, there's another one I like - "erudite". It always makes one sound so, uh.....I don't know, so.... erudite.
Ok Ted, I just ordered it from Amazon. 1 cent plus $3.99 shipping. I'm afraid it's going to just be one idea repeated over and over again, but on your recommendation I will give it a chance.
Yes, he said "you could". He wouldn't argue with that. So VSMAX would be an okay addition "if you want". Ellis did mention international funds, but Bogle has said that they are unnecessary. You can live and prosper without them. If you are tryin…
My point is, if he is correct, then we should just put everything into VTSAX and leave it at that. So are we investing in all of these other funds because we actually think he is incorrect? Or do we realize that he is right and we just do the illogi…
Yes, John Oliver is funny. I guess for some people, his moments of extreme inappropriateness and poor taste actually add to the humor. For me, they detract from it, but I can enjoy the rest.
The first time my wife hears one of those violations…
I just looked at the Royce web site. As we know they are "small cap specialists". They have 11 domestic small cap funds with 10 year records. How many of them would you guess were able to beat the 7.10% annualized returns of the Vanguard small-cap i…
@Ted Of course this does not say explicitly that certain A-class shares will still be available on a no-load basis at Schwab, but I believe that they will be.
Here are some notes I jotted down from Winters's last interview on Wealth Track with Consuelo Mack:
(these are pretty close to verbatim quotes)
1. "Except for Wintergreen and 'a few others', everybody's capitulated." (to the siren song of indexing…
I just checked. I have a capital gain of about $5,000 if I sell the shares vs. a distribution of about $19,000 if I keep them. It would simply be an incorrect decision to keep them. So I'm out at today's closing price. I'll buy FAIRX back, but the p…
Thanks rabockma, that helps. There are 2 ways to look at performance such as we have here:
1. The 10 years numbers aren't so hot, but the fund has been doing excellently lately. Its performance has gotten lots better, and we expect the "better" to …
Can someone help me understand why us news would rank GLDSX so highly -- at #2 -- when it lags the index (I used VSMAX) by over 2% annualized over the past decade? Seems like a proven tendency or ability to beat the index would be a prerequisite to …
You all make me feel very young. I was 5 years old, and had a babysitter that day. But I do remember exactly where I was standing when my babysitter told me the news.
Right. VIG is fine. Just depends which vehicle one likes better.
As for the fee of .20% vs. .10%, from what I understand, the existence of "front running" by traders adds a hidden but very real cost to any index etf -- a cost of maybe .2% or m…
NOBL looks great. I like the fact that it is a compact portfolio, and I like the fact that it is equal-weighted. Also I can live with the .35% management fee.
In the same vein is the open end fund VDAIX, where the index requires only 10 years …
You must be looking at Jeremy Siegel's Stocks For The Long Run. There he shows inflation adjusted Total Real Return Indexes 1802-1997. $1 invested in gold worth
84 cents!!!! $1 invested in stocks worth $558,965!!!!!
I do have that book, so it p…
