Monthly Archives: February 2017

Bogleheads forum 10th anniversary

Feb. 19, 2017 is a very special day. It marks the 10th birthday of this forum. Forum Born out of frustration over the lack of moderation at our previous home, this moderated forum has been a remarkable success.

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Welcome home,

I am delighted to announce that we have moved the server into luxurious accommodations in one of the finest hosting facilities in the world. It now resides in Las Vegas, Nevada, under the auspices of SWITCH.COM. If computers had

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More about the recent Japanese crisis

This article is a follow-up to the “short study of the recent Japanese crisis” which was published on this blog a few days ago. The study was actively discussed on the Bogleheads forum. Various interesting questions were raised that weren’t directly addressed by the original write-up, and triggered the author to do more research about domestic tilts (or lack thereof), variable withdrawals, and past performance of the stock market in Japan.

Posted in Asset allocation, Market history, Retirement

A short study of the recent Japanese crisis

Based on public data sources providing Japanese stock returns and bond interest rates, this article provides a quantitative analysis of the trajectory a Japanese passive investor could have experienced with his portfolio during the 1980-2016 time period. Japan suffered from what was probably the most severe stock crisis in modern history, starting by the end of 1989, taking nearly two decades to finally somewhat recover, and then being slammed again by the financial crisis of 2008. There is no equivalent in U.S. history of such long lasting crisis, and as such, it is a sobering example of what could happen.

Posted in Asset allocation, international stocks, Market history, Portfolios, Value premium

Interview with Mel Lindauer, President of The John C. Bogle Center for Financial Literacy

We recently had the opportunity to interview Mel Lindauer, President of The John C. Bogle Center for Financial Literacy. The Center was established in 2010 and has swung into operations over the past several years. Readers may be interested in

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