https://www.securityanalysis.org/p/jared-dillian-those-bastards#details I really enjoyed this podcast mostly just for entertainment. Jared's buy and hold portfolio recommendation is very close to golden butterfly. 20 percent in each Stocks Reits Bonds Cash Gold He started out criticizing a random wa...

Tempting, but I dunno if I trust "anti-ethical" managers to not front-run their index ;) I probably missed your reference about the managers but I wouldn't have any fear of them front running the fund. The reason I found the fund is because it uses the same index provider that the zero expense fund...

Here is a good European voice on not overweighting as well.

Lars Kroijer
https://youtube.com/playlist?list=PLXy7 ... ure=shared


So like bogglerdude said, You already own Reits in a stock fund so no reason to overweight them.

Here is a reasonable non-esg sp 500 ETF: STRV Strive 500 ETF https://www.strivefunds.com/strv I came across it just recently by accident and found out it is co-founded by Vivek Ramaswamy. It is still an index fund but it appears they would be using voting abilities for non-esg policies. The expense ...

I can't argue. I am thankful for GLDM and IAUM. I am happy enough to split between the two to balance some risk and to support them both.

BNY Mellon US Large Cap Core Equity ETF (BKLC) https://im.bnymellon.com/us/en/intermediary/products/etf/fund/bny-mellon-us-large-cap-core-equity-etf.html I have been watching this ETF the last few months that has zero expenses. Currently it is more of a mega cap fund holding about 200 of the largest...

I saw this one on bogleheads:

small cap value bogleheads live coming up on 24th.

https://www.bogleheads.org/forum/viewto ... st=7513037

I know how I have seen small cap value indexes have out performed the market but is there an actual small cap value fund that was able to out perform? Maybe you could say DFSTX has but barely as of lately. I don't necessarily think it will continue but it looks like the time to move to small cap val...

I was now curious myself how EDV paid distributions since it has zero coupon bonds. I found these bogleheads threads that have some good responses: https://www.bogleheads.org/forum/viewtopic.php?t=401634 https://www.bogleheads.org/forum/viewtopic.php?t=346035 I would assume that the distributions wo...

I was going to refer to Paul Marriman's website for best SCV funds but it appears to be down. https://paulmerriman.com/best-in-class-etf-recommendations/ The one I remember being most recommended was AVUV I personally lost the faith for SCV and just do total stock market. I couldn't handle the fatig...

Sorry Smith. I did just buy some more earlier in the week going to 33/33/33 stocks/intermediate bonds/gold in retirement accounts so the gold portion worked out nicely.

I hate gold but there is nothing else like it.

Do you have any gold now Vinny?

https://hiddenforces.io/podcasts/rise-of-the-new-right-2024-u-s-elections-henry-olsen/ I really enjoyed this podcast. I don't believe I had heard of Henry Olsen before but will start paying attention to him. He did a great job of describing current political sides that helped me understand them bett...

vnatale wrote: ↑

Mon Oct 09, 2023 8:38 am

boglerdude wrote: ↑

Sun Oct 08, 2023 8:04 pm

He did it!

Don't know who "He" is?

Does everyone else know except for me?

Yes.

boglerdude wrote: ↑

Tue Apr 11, 2023 7:06 pm

And the house? Every day I come here for the house update.

Kevin had me second guessing gold in this thread but after the news out of Israel today I believe it still has a place as the chaos asset. The option I have been using for bonds is GOVT. It is a total us treasury fund similar to a total bond fund that holds all the maturities based on market cap. Lo...

I was kind of thinking along the same lines Smith. How has a total bond fund compared with a barbell of long bond and cash. Not a crazy difference: Screenshot 2023-10-06 5.05.16 PM.png Portfolio 1 is total bond fund, Portfolio 2 is barbell with annual re balancing. No re balancing was a little worse...

Thank you for the insight seajay. It sounds like a difficult environment to save in. I found the NS&I website while googling how to buy UK bonds and the rates look to be quite a bit lower than what I would expect. I am not sure what to compare this service with. It seems like it might be similar to ...

Isn't 67/33 Stock/Gold even better than 50/50 Stock/Gold though?

Reminds me of a sign I first saw in a Jimmy John's 15 years ago: https://finmasters.com/warren-buffetts-10-rules-to-get-rich/#gref https://mlsjoxwh2dv5.i.optimole.com/cb:fJ2b~7176/w:700/h:933/q:90/dpr:1.3/f:avif/https://finmasters.com/wp-content/uploads/2022/02/Warren-Buffetts-Ten-Rules-Jimmy-Johns-...

Interesting. It sounds like we are spoiled in the US with how easy it is to buy treasury bills directly or even how easy it is to shop around bank savings accounts. Is it not so easy to buy euro bills or find good savings accounts with a bank around Europe? It is hard to put myself in the shoes of b...

Luke Gromen getting into TLT and rising interest rates.

https://youtu.be/jJ3ajrsz-IY?feature=shared

I need to listen to it again to wrap my head around it some more.

I will just stick with 25% GOVT for now to be more cautious.

Thoughts? In short, I am happy I moved to GOVT instead of TLT . Other than that, I am trying to process what is causing higher interest rates. The only thing I can come up with is less liquidity to purchase the bonds but I don't know how or why. Somehow money is getting destroyed and lowering liqui...

Yeah. The most specific thing was treasury bonds for bonds but it didn't lock in a duration. This is what I took article as saying he is in with 25 % in each. High yield short term bank loans for cash Value stocks including international value 10 to 30 year treasuries. Maybe some high rated corporat...

Gundlach still really close to permanent portfolio. https://www.marketwatch.com/story/gundlach-fears-a-recession-here-are-his-low-risk-income-generating-investment-picks-454d1f8a He recommends 25% in every category but has a bit of tilt to each category which would take on more risk. I am glad I stu...

How to Buy Gold (Without Getting Ripped Off) Rob Berger https://www.youtube.com/watch?v=2p2Jwt9VZDU Good info on buying gold from a boglehead type investor. Mostly he recommends sticking to ETFs inside of retirement accounts which I have come to agree with but he also has reasonable advice to use A...

I was not aware that the US Federal government treated bitcoin differently than other cryptocurrencies. I expect that would be a huge advantage for bitcoin. Is this something different than how the IRS treats it? I did a quick google and found the IRS site for digital assets which I don't see differ...