BruceBrown’s Activity

Thu Jul 12

NL

Boards Post

BruceBrown replied to the Retirement Investing board. 10:46 PM

Re: General observations of this board

Smurfdogg: Personally, you couldn't pay me to live in Texas. The heat, the humidity, the mentality of so many people living outside of Austin, the textbook writers who think creationism is the way to go, the emphasis on college [more]

Mon Jul 9

NL

Boards Post

BruceBrown replied to the Retirement Investing board. 9:32 AM

Re: Ten Downsides of Early Retirement

Basically, if you are in the Schengen Zone, which is essentially all of western Europe, you can stay on a tourist visa for 90 days, but you then must leave for 180 days.

[more]

Fri Jun 22

NL

Boards Post

BruceBrown replied to the Real Estate Inv. Trusts: REITs board. 8:15 AM

Re: Anyone accumulating KIM?

2. It appears to me that rates are still going up, yet REITs seem to go up most days while the broader market falls.

You really need to study the advance decline line. The S&P, the Russell 2000, and the Nasdaq (forget the Dow) are [more]

Sun Jun 17

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Boards Post

BruceBrown replied to the Berkshire Hathaway board. 12:22 PM

Re: 20-year return vs S&P downright shocking

The Great Bull Market that Everybody Missed by John Rekenthaler:

[more]

Fri Jun 15

NL

Boards Post

BruceBrown replied to the Berkshire Hathaway board. 10:07 AM

Re: Berkshire Lagging Pretty Bad

In terms of raw numbers 6 months into 2018, the S&P 500 is trading at just under 2800 with this year's earnings expected at 155 which is a 5.5% earnings yield and an 18 PE. This is not nosebleed territory especially with 10 year [more]

Thu Jun 7

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Boards Post

BruceBrown replied to the Retirement Investing board. 9:18 AM

Re: GMO's "Dynamic ESF"

The subject topic was mentioned on another board, and it piqued my interest. I'm hoping that this group has discussed the Dynamic ESF (Expected wealth Short Fall) glide slope methodology.

[more]

Mon Jun 4

NL

Boards Post

BruceBrown replied to the Retirement Investing board. 4:13 PM

Re: 10 early retirement surprises

Very similar to Harold Pollack's index card.

https://www.npr.org/sections/alltechconsidered/2016/01/08/46......

PF


Wow, that's a [more]

Fri Jun 1

NL

Boards Post

BruceBrown replied to the Gorilla Game, The board. 9:42 AM

Re: Strength of old Gorillas & power of addition

In hindsight we are all geniuses, but if I could do it over again, starting in mid-1999 (when I, unfortunately, first started having extra income to invest) I would:

Save money for 10 years, put it towards a house and take the rest and
[more]

Thu May 31

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Boards Post

BruceBrown replied to the Berkshire Hathaway board. 10:26 PM

Re: Potential 100% Renewables grid here...!

Just wondering...which utility is it, exactly?

All of BHE? Presumably not.
All of MidAmerican?
That whole state?
A regional or local owned by MidAmerican?

Jim


MidAmerican: [more]

NL

Boards Post

BruceBrown replied to the Berkshire Hathaway board. 5:43 PM

Re: Potential 100% Renewables grid here...!

Where does/will your energy come from when the wind isn't blowing (granting Iowa is a pretty windy area)? Existing "standby" gas/coal turbines, etc?

Coal, then gas when the wind doesn't blow (which isn't too [more]

Wed May 30

NL

Boards Post

BruceBrown posted to the Berkshire Hathaway board. 6:52 PM

Potential 100% Renewables grid here...!

Berkshire's planned Iowa wind farm first in U.S. to reach 100% renewables

May 30, 2018 6:12 PM ET|About: Berkshire Hathaway, Inc.

MidAmerican Energy submits plans for a $922M wind farm that would be the first
[more]

Mon May 28

NL

Boards Post

BruceBrown replied to the Berkshire Hathaway board. 12:40 PM

Re: Predictable companies

rrr12345 writes:

Electric power companies

Yup. It's pretty hard to pass on a regulated monopoly with the obvious huge moat surrounding it! Of course, it's an industry that has very heavy cap ex, so those that have [more]

Sun May 27

NL

Boards Post

BruceBrown replied to the Berkshire Hathaway board. 10:14 AM

Re: Is Warren right about index funds?

Total Real Return Indexes since 1802:

Stocks: 6.7% Real
Bonds: 3.5% Real
Bills: 2.6% Real
Gold: 0.5% Real
Dollar: -1.4% Real


I don't have anything really useful to add to this but this is why I've
[more]

Sat May 26

NL

Boards Post

BruceBrown replied to the Berkshire Hathaway board. 9:56 PM

Re: Is Warren right about index funds?

WuLong asks:

OK, but why a bond fund instead of a money market?

Anything that returns less than the inflation rate ends up as a losing game.

Historical returns of a bond fund tops that of a money market fund. One [more]

NL

Boards Post

BruceBrown replied to the Berkshire Hathaway board. 7:10 PM

Re: Is Warren right about index funds?

Just wondering...why the bond fund?
If that's the strategy for a whole working career, has there ever been a time frame that including
the bonds wouldn't have left you with less money at retirement date compared to equities
[more]

NL

Boards Post

BruceBrown replied to the Berkshire Hathaway board. 4:50 PM

Re: Is Warren right about index funds?

Archimedes50 writes:

"Use index funds where possible," doesn't necessarily mean use cap-weighted index funds. There is, as some have already mentioned, merit in using equal-weighted index funds or [more]

NL

Boards Post

BruceBrown replied to the Dividend Growth Investing board. 2:36 PM

Re: REITs as a % of dividend income portfolio...

If underlying REIT valuation is $18,000, the gross portfolio yield of equity REITs is 5.56%, while after tax yield is 4.84%

So, with this household with a QD + LTCG Fed tax rate of 0% and state rate of 5%, what would be the equivalent
[more]

NL

Boards Post

BruceBrown replied to the Berkshire Hathaway board. 10:55 AM

Re: Is Warren right about index funds?

This certainly has been a well spirited discussion, to say the least.

A few thoughts...

Don't confuse what Warren Buffett said about an S&P 500 Index fund, what Jack Bogle says about investing, and what the investment [more]

Fri May 25

NL

Boards Post

BruceBrown replied to the Dividend Growth Investing board. 10:02 PM

Re: REITs as a % of dividend income portfolio...

Thanks, Gene. Yes, that helps.

Hard to find the kind of yields that REITs provide that I would be comfortable with in terms of the amount of capital I am willing to throw at company stocks that pay qualified dividends. I would have to dip [more]

NL

Boards Post

BruceBrown posted to the Dividend Growth Investing board. 2:24 PM

REITs as a % of dividend income portfolio...

When setting up a dividend portfolio that provides current income in a taxable account - what are thoughts on a safe percentage of the income coming from REITs? If market capitalization of REITs is 3.7% in the stock market, would you stick [more]

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Board Posts 7535
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