yogiii
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Post by yogiii on May 13, 2014 7:21:55 GMT -5
I'm primarily in index funds also. I have accounts at both vanguard and fidelity. Mostly total stock market and 500 index with smaller amounts in midcap and small cap index for the retirement accounts. I have about half of my taxable in the wellington fund as it's more conservative.
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Ombud
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Post by Ombud on May 13, 2014 8:45:09 GMT -5
So is the idea to invest and forget or do you monitor it? My IRA & Roth are index ETFs ... not exactly the same thing but close. I pay 8.95 per transaction and auto reinvest dividends / capital gains.
IRA: SPY SCHD SCHA SCHF
Roth: SCHD
Brokerage acct: individual stocks, bonds, CDs (inherited), 1 fund = monitored
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Deleted
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Post by Deleted on May 13, 2014 11:43:39 GMT -5
Definitely invest and forget and avoid market timing. I do rebalance twice a year to the desired allocation among all of the accounts.
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The Virginian
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"Formal education makes you a living, self education makes you a fortune."
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Post by The Virginian on May 13, 2014 12:26:13 GMT -5
Thanks AJ - This is a great topic ! I don't mainly invest in Index Funds but I do use them for broader exposure to the markets since most of my portfolio is in Individual Stocks. I have about 10% of my portfolio in ETFs.
SCHD - Dividends (Of Course) SCHM - Mid Caps SCHX - Large Caps
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Ombud
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Post by Ombud on May 22, 2014 8:53:38 GMT -5
EDITED HOLDINGS: IRA / Roth: SPY SCHD SCHA
SCHF PID: higher dividend, 40% USA & Canada, 18% GB, less exposure to China
Brokerage acct: individual stocks, CDs (inherited), 1 fund = BUFBX
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ModE98
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Post by ModE98 on May 24, 2014 12:30:37 GMT -5
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The Virginian
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"Formal education makes you a living, self education makes you a fortune."
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Post by The Virginian on May 24, 2014 14:24:26 GMT -5
7 Fold in 21 years - Hard to beat that ! SNXFX
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Deleted
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Post by Deleted on May 24, 2014 16:08:08 GMT -5
Funny he mentioned this is a cheap way for folks to get back in now after jumping out during the last crash, I know a couple people who got out of stocks in 09 and are wading back in now, seems like a lot of people are doomed to make the same mistake of buying high and selling low every time the market tanks.
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bimetalaupt
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Post by bimetalaupt on Jun 8, 2014 18:52:49 GMT -5
Funny he mentioned this is a cheap way for folks to get back in now after jumping out during the last crash, I know a couple people who got out of stocks in 09 and are wading back in now, seems like a lot of people are doomed to make the same mistake of buying high and selling low every time the market tanks. AJ, Many of the investor I know are more invested in the High Beta stocks are getting cold Feet: Kash is King. Now about the grand thinking behind the Expert 50/50 system: takes nerves but you are always buying. Bond market is two times the size of the Stock market.
Just a thought, BiMetalAuPt
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2kids10horses
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Post by 2kids10horses on Jun 8, 2014 23:44:38 GMT -5
I invest primarily in BUY, HOLD, and FORGET dividend stocks, much like wxyz's strategy.
But that's boring. So, I do play the market with 10% of my portolio. (Well, it WAS 10%.)
I do this using the TQQQ and SQQQ ETF pair. This is NOT for everybody! TQQQ is the triple leveraged QQQ. QQQ is the NASDAQ 100 etf. TQQQ seeks to return 3 times the daily return (good and bad) of the movement in QQQ.
SQQQ is also triple leveraged, but it goes DOWN when QQQ goes up. Triple. I use it when I feel bearish. Recently, not so much.
Here's what I do: When I feel bullish, I hold TQQQ. When I feel bearish, I sell TQQQ and buy SQQQ. One way or the other.
I do this with my "play" money. Money I can afford to lose. If I make money doing this, I use it to pay for expensive hobbies and cars. If I lose money doing this, I don't.
So now, after about 3 years of doing this, my 10% has grown to 18%, and that's after paying for expensive hobbies, and a Tesla Model S. Granted, it has been a steady bull market, so I've been in TQQQ most of the time.
I don't recommend this to everybody. I recommend using wxyz's strategy. Unless that's too boring...
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bimetalaupt
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Post by bimetalaupt on Jun 11, 2014 14:32:40 GMT -5
2Kids and X Mules,
I have been working with the math of ETF, you know me: I love the Greeks expression of Risk. My current holding has only one ETF: IYZ. The five year "ALPHA" IS 4.21 and "Beta" of 0.76. and the "SHARPE RATIO" 0.91. Treynor Ratio of 6.57 for 10 years.
IT IS ALL ABOUT RISK! I was look at Jack's Ass for a Mule from a heavy horse to join the pulling team: In France they are breed for meat.
Just a thought, BiMetalAuPt
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yogiii
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Post by yogiii on Aug 21, 2014 12:19:34 GMT -5
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Deleted
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Post by Deleted on Aug 21, 2014 12:49:02 GMT -5
Good article Yogiii, my favorite part was Bogle joking with Buffet that he had surpassed him as Vanguard's #1 salesman.
I think it's a great thing more and more people are going into low expense index funds and not paying a fortune up front via loads or through the life of their investment with excessive expense ratios.
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Ombud
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Post by Ombud on Sept 23, 2014 16:04:39 GMT -5
Death cross in Russell 2000. Does this affect your allocation?
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Deleted
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Post by Deleted on Sept 23, 2014 21:39:46 GMT -5
Nah, I'm keeping the allocation the same and will rebalance if necessary.
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Value Buy
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Post by Value Buy on Sept 24, 2014 7:25:31 GMT -5
I just wish I had the funds to buy 200 shares of BABA right now.
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Ombud
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Post by Ombud on Sept 24, 2014 9:36:44 GMT -5
I just wish I had the funds to buy 200 shares of BABA right now. No way .... what about Yahoo as they own somewhere between 32%-40% of Alibaba
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Value Buy
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Post by Value Buy on Sept 24, 2014 9:58:44 GMT -5
I just wish I had the funds to buy 200 shares of BABA right now. No way .... what about Yahoo as they own somewhere between 32%-40% of Alibaba Yahoo currently is almost fully valued strictly on what their Alibaba stake is worth on the market. It even slipped the day after Baba went public based on them selling some of their position in Alibaba. Yahoo, to me, is stalled with no new product coming out, similar to Blackberry's situation. Old tech, not growing anymore.
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