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http://www.forbes.com/2007/05/10/vanguard-index-funds-pf-funds-in_jb_0510funds_inl.html?partner=yahootix

Nords, You have about 30% of your portfolio invested in BRK.A. If those funds were not invested there, what index mutual fund(s) would you deploy into?

If BRK.A was a mutual fund what category would if fall into. Large Growth, Value...etc? Would it be a sector fund?

In other words kissing "A" without being one?

Billy, Then I guess we should not ask you what you think of buckets...

All good points, but I do not see how an early retiree can avoid selling equities in a down market without having adequate cash/FI allocations in their taxable account. If the cash/FI allocation is locked up in the tax deferred account, then you are going to be forced to sell equities in a down...

I am retiring at age 52 in a couple years. I intend to hold seven years of expenses in cash (CDs, Treasuries and/or Bond Funds) in my taxable account. This will minimize the chance I will have to tap equities in a down market or to incur the early withdrawal penalties if I was forced to tap my...

The common advice is to put as much of your fixed income asset allocation into your tax deferred accounts as possible and put your equities in your taxable account. But on the other hand the common advice during early retirement is to withdraw from your fixed income to provide for living...

I am on my second reading of ESR-Bobs's book Live More-Work Less. I am giving serious consideration to his 16 asset class Rational Investors portfolio, except I do not intend to invest in the hedge funds or private equity. The other asset classes that I am on fence on are Oil & Gas (3%) and...

PCRIX has $5M minimum entry. Where is the back door entry for the little guy?

Oregon and western Washington are on the pacific rim of fire (earthquakes and volcanoes). Keep in mind that no one is going to pre-warn you to evacuate because an earthquake is going to hit your area on Tuesday afternoon at 3PM. Oregon and Washington are much less prepared for earthquakes then...

What percent of your portfolio do you consider a modest allocation to commodities? Where is it invested (mutual fund, gold or..?_) Do you rebalence the commodities allocation? Thanks

Thanks for the feedback. For those who thought I was looking for a no risk ride, my original post did not say that. I know I need to assume some volatility to achieve any return north of what I can get from a CD. I am just looking for the lowest volatility portfolio that has a reasonable...

It is generally accepted that 4% is a SWR Plan for an average annual inflation rate of 3% Based on the above all we really need is a portfolio that achieves an annualized return of 7%. Lets add a point and make it 8% to give us a bit more margin. So rather then increasing risk (volatility) to...

Thanks. Just checked it out. Looks promising. Limiting factor is risk data only goes back to 1999.

Can anyone direct me to a website where I can enter a model portfolio of mutual funds and determine the Standard Deviation of the portfolio over different time periods. I have no problem finding the Standard Deviation for the individual funds but I want to determine the SD for different...

Yea, but what would happen to our ER stock portfolios if everyone listened to us and stopped buying crap?

Re: Where to park/invest funds needed at certain time intervals during retiremen Sorry Forum Members. It was not the intent of my question to start another buckets thread.

During Retirement where do you park/invest funds needed in....? now-1 year 1-2 years 2-5 year 5-10 year 10 years and later? What I mean is the asset class such as MM. CD, Treasuries, Bond Mutual Funds, Equities (MF or Individual stocks) Thanks