paperclip202's Profile

paperclip202 paperclip202 is offline

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  1. paperclip202
    07-13-2017 09:33 AM
    paperclip202
    I am a big fan of Vanguard LifeStrategy funds and then adding factors. Vanguard LifeStrategy Funds | Vanguard

    Here are some great books:
    Bogle - Little book of Common Sense Investing
    Bogle - Enough
    Swedroe - Complete Guide to Factor Investing
    Swedroe - Incredible Shrinking Alpha
    Swedroe - Invest like Buffett
    Also, do a search for Paul Merriman - he has some great free resources.
  2. paperclip202
    07-13-2017 09:31 AM
    paperclip202
    This handle if primarily for investments. It makes it really easy for you to find out what I believe about investing and hopefully some useful ideas, strategies, links and posts. You don't have to filter through my comments about pickleball, golf, red wine or too many people in TV during the winter months.

    Many very smart people get confused about investing.

    You can do it! It is important to reduce high fees (some people pay total costs above 2% per year), reduce middlemen and track your net returns after fees. Indexing is a great start for the core part of your portfolio. You can use Vanguard, iShares, Schwab, TD or Fidelity. If you want to get really fancy (and possibly enhance returns), you can add factors to your portfolio like value, small cap, quality, high profit and momentum.

    If you hire an advisor, make sure they are low cost (around 0.5%) and that they are a fiduciary for you 100% of the time for IRA accounts and taxable accounts.

About Me

  • About paperclip202
    Location
    Village of Poinciana
    Interests
    golf, pickleball, travel, red wine

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  • Last Activity: 05-17-2023 09:55 AM
  • Join Date: 01-06-2013
  • Referrals: 1
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