Monday, November 12, 2007

3rd Cincinnati Diehard meeting held

We had a great meeting with discussions about the biggest financial mistakes we have made/are making currently. A general review and discussion of our portfolios and planned changes for 2008. We had 5 regulars and two new faces as well as a good mix of retirees and accumulators. Nick22 gave a great presentation on CCFs, which was much appreciated. Foreign REITS were also discussed. Next meeting is in February 2008.

Happy Holidays,


Monday, October 15, 2007

3rd Cincinnati Diehard Meeting

November 12th 7pm will be our third meeting. Scheduled topics so far are portfolio review, CCF as an asset class, and international REITS as an asset class. Please send me updated asset allocations if anything has changed significantly.

Monday, August 6, 2007

2nd Cincinnati Diehard meeting

We had seven people turn out for the meeting tonight. A great mix of people and clearly very knowledgeable: Jart1217, JohnP, LH, CB, Ken, Nick22, and Jeff. We had 2 retirees, one near retiree, and 4 accumulators. We had engineers, real estate developers, and many varied careers.

The meeting was held at the historic rookwood pottery (Porkopolis Restraunt) again in a Kiln room. The food was good as always, and the conversation was interesting. We went over individual asset allocations and introductions. Then CB gave a good presentation on safe withdrawal rates and relatively early retirement, which needless to say was very intriguing for the group. Tips were discussed as well.

Next meeting will be in November and will be structured around 3-6 individual topics to be announced.



Sunday, May 13, 2007

First Cinci-Diehards meeting held, Next meeting in August

We had three people able to come out of 6-7 who have expressed interest. Jart1217, JohnP and LH.

Was good to meet people face to face. We had a pretty varied group with one accumulator, one near retirement, and one retired already. Was interesting to get the different perspectives in real time. We had a few handouts on our allocations, expense ratios, and movement over time of portfolios. We discussed asset allocations, stocks in general, and how we came to be where we are in a boglehead sense. As well as briefly hit on multiple different topics of mutual interest. Was a very pleasant informative meeting inside a kiln at the historic rookwood pottery.

The next meeting will be in August, on a weekday at 7pm est. Planned topics will be:

1)asset allocation of new attendees/briefer discussion of old attendees allocations to prevent repetition. Discussion of whatever topics arise.

2)Brief REIT presentation 5-15 minutes by Jart217 with ?handouts, then discussion.

3)Brief Bond Presentation 5-15 minutes by LH with ?handouts then discussion.

4)Discussion of whatever comes up, picking new brief topics for next meeting.

-dinner/drinks during meeting.

Preliminary location will be the Montgomery Inn Boathouse on the river if room is available.

This past meeting lasted about two hours, including brunch. Interesting brief handouts are encouraged, bring enough copies for everyone to see at the same time. If you plan to attend, please post your allocation and brief introductory comment on this website in the comments under the Thursday, April 19, 2007 post.

I think 3 was a good number to start with, had time for personal talk and such, was very pleasant. Great to meet people face to face : )

Thursday, April 19, 2007

May 13th 1pm est Official First Meeting Date (post asset allocations here)

We seem to have a great group starting out in Cincinnati. Members so far are Cb, nick22, kenschmidt, JohnP, LH, jart1217, and tivattom. Brett and another person have expressed interest as well.

Sunday May 13th 1 pm est is the date of the first meeting. Future Meetings will be held on weekdays.

JohnP, nick22, CB, LH, and jart1217 plan to be there. Others may show up as well, please RSVP as soon as possible so a proper size room can be obtained.

Our individual Asset allocations, strengths and weaknesses, will be the first topic.

Please post your asset allocations in the comment section below under your Diehard nickname.

Map to meeting is pending : )

Looking forward to meeting everyone.

Monday, April 16, 2007

Cincinnati Diehards Chapter is formed

Gathering Member information at present, and seeing what other Diehard Chapters have done, like start a Blog for the chapter, as MN vanguard diehards have at thanks for the information.

First meeting is likely going to be in May. We have 5 members so far who have given information (Cb, nick22, kenschmidt, JohnP, LH) and 2 more whose information is pending(brett, tivattom).

Tentative plan is for an informal meeting in a private room at a Cincinnati area restraunt.

Topics pending really. But preliminary plan is simple introductions and then talking about/comparing our asset allocations to start things off, then seque into whatever specifics particular members want to address.