RTP, NC Chapter Meeting 9:30 AM Sat December 18, 2021

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Steve Thorpe
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RTP, NC Chapter Meeting 9:30 AM Sat December 18, 2021

Post by Steve Thorpe »

Hello Research Triangle Park, North Carolina area Boglehead® friends,

Meeting 35 of the Research Triangle Park Bogleheads has been scheduled for 9:30 AM Eastern Time Saturday December 18, 2021. We will gather remotely using Zoom (see further down for connectivity info).

Professor Ed Tower has kindly agreed to share some of his latest research:

Cliff Asness, one of the fund managers that Jack Bogle respected, predicts that Value will out-perform Growth in the near future. See Cliff’s perspectives at https://www.aqr.com/Insights/Perspectives. The Morningstar style boxes label Vanguard’s equity ETFs as Value, Blend, or Growth. But within each of these categories there is wide variation of the extent to which ETFs track Value and Growth indexes. Ed Tower will present calculations of the tracks for Vanguard’s domestic equity ETFs. He also assesses whether published expense ratios and published performance relative to benchmark predict performance after correcting for style.


Zoom connection info:
Topic: Research Triangle Park, NC Bogleheads Meeting
Time: Dec 18, 2021 09:30 AM Eastern Time (US and Canada)

Join Zoom Meeting
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Meeting ID: 810 9354 2051
Passcode: 125227
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Just FYI, after most of the previous meetings I posted a short summary... in case these are of interest, please check towards the end of these topics: Also FYI I set up a Master Thread for RTP, North Carolina Bogleheads Chapter forum topic that you may wish to subscribe to... I'll try to remember to post a reminder of future RTP Bogleheads meetings to that topic.

Finally for those local 'heads not already on the list, I set up a Yahoo "rtpbogleheads" email list for our local chapter. Please consider joining the list to help our chapter communications (see below for joining details). From the group's description:
Welcome to the Google group of the Research Triangle Park, North Carolina Area Bogleheads Chapter. The Bogleheads are an investing and personal finance interest group inspired by the example of Jack Bogle, the founder of the Vanguard mutual fund company.

This list is primarily to foster easy communications among our local chapter members, in particular regarding reminders and logistics on upcoming meetings which we hope to hold approximately quarterly. All are encouraged to continue use the national forum (bogleheads.org) for most postings.

Please stick to the spirit of the national chapter's forum policies and etiquette: basically, keep to investing topics and stay away from politics. Further details on posting etiquette can be found here: http://www.bogleheads.org/forum/viewtopic.php?t=405

Initially this list will be configured to allow through all member postings in an un-moderated fashion, though adjustments may be made later as deemed appropriate by the list manager.

If you're interested to know of other local Boglehead chapters, please see the Google Map maintained by Mel Lindauer at http://www.lostsprings.com/diehards/chapters/

Thank you!

Steve Thorpe
RTP Area Bogleheads Chapter Organizer
rtpbogleheads Google Group Addresses are:

Code: Select all

Subscribe:          rtpbogleheads+subscribe@googlegroups.com
Post message:       rtpbogleheads@googlegroups.com
Unsubscribe:        rtpbogleheads+unsubscribe@googlegroups.com
List owner:         rtpbogleheads+owner@googlegroups.com
Group home page:    https://groups.google.com/g/rtpbogleheads/
Please feel free to PM me if you have questions about Google group logistics.

Best wishes.
Steve Thorpe
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Topic Author
Steve Thorpe
Posts: 243
Joined: Mon Oct 15, 2007 1:26 pm
Location: Durham, NC

Re: RTP, NC Chapter Meeting 9:30 AM Sat December 18, 2021

Post by Steve Thorpe »

Hello Bogleheads,

Around 10 of us gathered at today's RTP Bogleheads Zoom meeting, including a couple chapter members who joined in long-distance from their new Florida homes. Our fun conversation covered a variety of topics including:
  • Ed Tower shared his latest work investigating Vanguard's funds with respect to value vs. growth features as compared to Morningstar's style characterizations.
  • Inflation
  • iBonds
  • Domestics vs. International investing
  • Interest rates and bonds
  • Social security and pensions as a form of fixed income
  • Behavioral economics
  • Confirmation bias
  • Foreign tax credit
  • "Rebellion, Rascals, and Revenue: Tax Follies and Wisdom Through the Ages" by Michael Keen and Joel Slemrod
  • "Triumph of the Optimists: 101 Years of Global Investment Returns" by Elroy Dimson, Paul Marsh, and Mike Staunton
Thank you to all who joined. It was great to see you!
Steve Thorpe
C_Smith_777
Posts: 39
Joined: Thu Jul 22, 2021 2:40 pm
Location: NC

Re: RTP, NC Chapter Meeting 9:30 AM Sat December 18, 2021

Post by C_Smith_777 »

Dang Steve, just found this. I'm in CLT area and would love to hear about upcoming events
Sola Deo Gloria! | IRA 1 VTI 60% VXUS 20% VGLT 20% | IRA 2 VTI 70% VXUS 15% VGIT 15% | TSP C Fund 90% / S Fund 10%
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