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

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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

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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

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Posted in Personal finance

Momentum and P/E vs. Market Cap visualizations for new Vanguard factor ETFs and others

This guest article is authored by Bogleheads forum member lack_ey.  See  this forum post for additional commentary. Vanguard’s factor funds, which launched in February 2018, provide yet another take on long-only factor investing within US stocks, joining similar mutual funds

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Posted in Market statistics, Vanguard

Vanguard podcast: Getting started: What would you tell your younger self?

Vanguard has initiated a new podcast series, The Planner and The Geek. The series includes audio podcast interviews with authors and experts who participated in the 2017 Bogleheads® 2017 Conference. The first podcast in the series, Getting started: What would

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Posted in Bogleheads, Vanguard

Vanguard funds and payables to Vanguard Group Inc.

At year-end 2017 The Vanguard Group Inc. managed over five trillion dollars of investor assets. This accumulation of assets is a continuation of a trend of massive inflows of investor funds. The company surpassed two trillion dollars in assets under

Posted in Vanguard

Vanguard Group Inc. book value

One of John Bogle’s most unique achievements is the creation of the organizational structure of The Vanguard Group. It is common for both Bogle and Vanguard to refer to the company as a “mutual” mutual fund company, since the investment management

Posted in Vanguard

2018 Bogleheads® Conference announcement

The conference sold out six hours after the announcement.   We are pleased to announce that our 2018 Bogleheads® Conference will be held in Philadelphia, Pennsylvania, with check-in starting at 2PM on Wednesday, October 3, 2018. The meeting will end

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Posted in Bogleheads

Under the hood – Vanguard US stock index funds in 2017

Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year. The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication of a fund’s foreign tax credit; the level of security lending in each fund, and […]

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Posted in indexing, Market statistics, Vanguard

CAPE and Safe Withdrawal Rates

Michael Kitces wrote an intriguing article in 2008, which notably quantified the (empirical) relationship between the Cyclically Adjusted PE ratio (aka CAPE) and safe withdrawal rates (SWR) of subsequent retirement cycles. This blog article extends this study, adding ten more years of data (i.e. up to 2017), and then ponders about the practical applicability of such findings.

Posted in Market history, Market statistics, Retirement
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