Search found 83 matches

by Jeffreyalan
Thu Mar 15, 2018 10:52 am
Forum: Cash
Topic: Treasury Direct for large sums
Replies: 13
Views: 4641

Treasury Direct for large sums

Hello all, I have an inheritance coming and I would like to keep it as safe as possible. So I am thinking of buying Treasury bills with it. Perhaps rolling 1-2 year ones. Does everyone here feel comfortable placing a decent amount of funds in Treasury Direct? I have no reason to not feel safe with t...
by Jeffreyalan
Sat Feb 24, 2018 10:01 am
Forum: Stocks
Topic: Small Caps
Replies: 5
Views: 5895

Small Caps

I apologize if this has been answered in a thread before, but since the PP is supposed to sort of be domestically oriented and most large cap companies are global in nature, would it make more sense for the stock portion to be geared towards mid and small cap stocks? Thanks in advance for any opinio...
by Jeffreyalan
Fri Feb 16, 2018 6:02 pm
Forum: Bonds
Topic: ZROZ Etf
Replies: 3
Views: 2344

ZROZ Etf

Does anyone here use ZROZ for the bond portion or a part of the bond portion of the PP? A backtest shows that it juices the returns and volatility just a bit. Any downsides?
by Jeffreyalan
Mon Feb 12, 2018 10:13 pm
Forum: Bonds
Topic: Vanguard changes 3 government bond index funds and ETFs to pure Treasury indexes
Replies: 18
Views: 7555

Re: Vanguard changes 3 government bond index funds and ETFs to pure Treasury indexes

Right now yes. But since the fund description/prospectus says only that the fund invests in 10+ year bonds, I wonder if we can always count on them being as long as TLT?
by Jeffreyalan
Mon Feb 12, 2018 8:54 pm
Forum: Bonds
Topic: Vanguard changes 3 government bond index funds and ETFs to pure Treasury indexes
Replies: 18
Views: 7555

Re: Vanguard changes 3 government bond index funds and ETFs to pure Treasury indexes

How about VGLT maturity and duration vs TLT? I know right now they look similar. But TLT descrption is 20+ year treasuries. VGLT is only 10+.
by Jeffreyalan
Sun Feb 11, 2018 7:43 pm
Forum: Bonds
Topic: Treasury Direct Question
Replies: 2
Views: 1906

Re: Treasury Direct Question

it sounds like an insignificant thing, but I like to be able to login to any account I have and see the current value. Having to search for it or even calculate it myself sounds crazy! Thanks for your assistance!
by Jeffreyalan
Fri Feb 09, 2018 4:09 pm
Forum: Bonds
Topic: Treasury Direct Question
Replies: 2
Views: 1906

Treasury Direct Question

Does anyone here use Treasury Direct enough to be able to answer a question for me? I have a $100 savings bond there which I have had for maybe 5 months or so. It has earned a tiny bit of interest. But what is frustrating (and perhaps I do not understand the website correctly) is that whenever I log...
by Jeffreyalan
Tue Feb 06, 2018 8:05 am
Forum: Stocks
Topic: Dividend Growth Investing
Replies: 42
Views: 32758

Re: Dividend Growth Investing

The main reason to own stocks that pay dividends is management accountability since the commitment to paying a dividend forces efficient capital deployment decision making. Also, Shareholders like optionality and the payment of a dividend gives the shareholder the option to increase or decrease thei...
by Jeffreyalan
Mon Feb 05, 2018 1:34 pm
Forum: Stocks
Topic: Dividend Growth Investing
Replies: 42
Views: 32758

Dividend Growth Investing

What would be everyone’s opinion here on dividend growth investing? For example, buying 20-25 stocks like MMM and Johnson & Johnson and just holding them forever. Live off of the rising dividend stream and leave the shares for my children. I know it will have more ups and downs than a Balanced portf...
by Jeffreyalan
Tue Oct 17, 2017 1:17 pm
Forum: Bonds
Topic: TLO symbol changed to SPTLO
Replies: 11
Views: 5444

Re: TLO symbol changed to SPTLO

Do you think this moves TLO to the top of the list for LT Bond ETFs? Traditional TLT was the #1 choice and TLO only used in cases where it was commission free, such as at Schwab.
by Jeffreyalan
Tue Oct 17, 2017 8:38 am
Forum: Bonds
Topic: TLO symbol changed to SPTLO
Replies: 11
Views: 5444

Re: TLO symbol changed to SPTLO

Looks like the slashed fees on it. The current fee now shows as .06%.
by Jeffreyalan
Thu Sep 21, 2017 12:27 pm
Forum: Cash
Topic: Treasury Direct Safety
Replies: 11
Views: 7508

Re: Treasury Direct Safety

Apparently others are even more paranoid about this:

https://www.bogleheads.org/forum/viewtopic.php?t=225415