Coming soon: “Bogleheads on Investing” podcasts

Mel Lindauer,  president of The John C. Bogle Center For Financial Literacy , made the following July 12, 2018 announcement: I’m thrilled to announce that The Bogle Center for Financial Literacy will be sponsoring an ongoing series of podcasts, hosted by

Tagged with:
Posted in Bogleheads

South Florida local chapter meeting, July 1, 2018

The following guest post is courtesy of South Florida Local Chapter member Lazy Nihilist. We had our South Florida Bogleheads Chapter meeting on Sunday from noon to two p.m. at the Stirling Road Branch, Broward County. This meeting had a

Tagged with: ,
Posted in Boglehead local chapters

Revisiting Risk and Reward (Part 3)

A previous blog article explored income-centric risk and reward definitions, which could be viewed as more suitable to retirement than the usual academic definitions. Corresponding quantitative analysis of some simple US portfolios was provided. A follow-up article explored the perspective of retirees located outside the US.

This article extends this investigation by exploring in more technical depth the tie-in between Safe Withdrawal Rates (SWR) and variable withdrawal methods, through the use of a clever metric named Withdrawal Efficiency Rate (WER). 

Posted in Asset allocation, Market history, Market statistics, Portfolios

Revisiting Risk and Reward (Part 2)

A previous blog article explored income-centric risk and reward definitions, more suitable to retirement than the usual academic definitions. Corresponding quantitative analysis of some simple US portfolios was provided.

This article extends this investigation by taking the perspective of investors located in various developed countries (a form of ‘out of sample’ testing).

Posted in Asset allocation, international stocks, Market history, Market statistics, Portfolios, Retirement

Revisiting Risk and Reward

Financial literature from academics has been strongly influenced by the ground-breaking work of Harry Markowitz and William Sharpe, and the concept of risk & reward for a multi-asset portfolio. Although brilliantly innovative, this work is often misused, equating risk with (portfolio) volatility and reward with (portfolio) returns, and applying such principles without acknowledging the fundamental differences between investors and speculators, or accumulators and retirees.

This article will explore risk and reward from a perspective more suitable to retirement, and perform corresponding quantitative analysis of some simple portfolios.

Posted in Asset allocation, Market history, Market statistics, Portfolios, Retirement, Value premium

Interview with Taylor Larimore: Taylor’s investment journey

Taylor Larimore, affectionately known as “the dean of the Bogleheads,” has been an investor for over seven decades. Recently we asked Taylor a few questions that trace his evolution as an investor. Financial Page: Thanks Taylor. We would be interested

Tagged with:
Posted in Bogleheads

Bogleheads® Wiki 2018 annual report

The Bogleheads® Wiki was first created on May 13, 2008 and introduced publicly on May 21, 2008. This May marks the tenth anniversary of this project endeavor from members of the Bogleheads Forum. The administrators of the wiki (the author

Tagged with:
Posted in Bogleheads

Sacramento Area Local Chapter Meeting Summary (April 14, 2018 )

This article is composed by Bogleheads® forum member digarei. Seventeen people attended the thirty sixth meeting of the Sacramento Area Local Chapter. The April 14, 2018 meeting took place between 10:00 AM – 12:30 PM and consisted of: Introductions: 24

Tagged with: ,
Posted in Behavorial Factors, Boglehead local chapters

Global investment portfolios 2018 update

The Credit Suisse Global Investment Yearbook 2018 summary is now available for download from Publications – Credit Suisse. The yearbooks are an extension of the research of Elroy Dimson, Paul Marsh, and Mike Staunton, first published in the 2002 edition

Tagged with:
Posted in Market statistics

Letter of final instructions

The following is a guest article by Taylor Larimore. As a former life insurance agent and executor of two estates, I understand how important it is to help those we leave behind. Below is my own “Final Instructions” which you

Tagged with: ,
Posted in Personal finance
July 2018
M T W T F S S
« Jun    
 1
2345678
9101112131415
16171819202122
23242526272829
3031  
Archives
Categories
Follow Financial Page on WordPress.com