January 27th Meeting

Snow, ice, sleet: Now what? January 27, 2009

Cincinnati Bogleheads meeting canceled. We are not that Diehard : )

LH

5th Cincinnati Diehard meeting held July 15th.

Another great meeting, this time held appropriately enough, in a bank vault in a bank converted to a restraunt at Tellers in Hyde park cincinnati. Our old kiln room restaraunt Porkopolis seems to have gone out of business : (

We had 9 people present, one retiree, two early retirees, one near retiree, and the rest accumulators, so was a very diverse mix of people with good insights.

This was our first market meeting held during a bit of a downturn, so topics included behavorial changes and/or errors we may have made/are making during the downturn. A presentation was given on SV tilts, and the usual portfolio review roundtable was done. We hit superficially on many topics that I hope can be addressed as presentations in the future.

This meeting went a bit longer than normal at just over 2.5 hours due to the active discussions that took place in between the more structured segments. Overall, everything seemed to work out well, good food and a good meeting place for the future I think. Next meeting will likely be in October. Let me know if you have a topic you want to present at the next meeting.

cya next time,

LH

4th Diehard meeting Held in February

We a great meeting with interesting discussion at the usual site, 9 people attended. Ken gave a good rebalancing presentation, much thanks to Ken. We also did a portfolio roundtable, year in review, and general discussion. Behavorial economic topics were introduced, and everyone aced the sample question, insofar as it was possible to "ace" it. Next meeting is in May, for our one year Cincinnati Diehard anniversary meeting. The usual portfolio review rountable, what I believe will be a running Behavoiral finance topic/minitopic, and Correlation Presentations are slated so far for May, please contact me if you want to present any topic. It was a fun meeting. In the future, we will do portfolio review/roundtable near the beginning instead of the end, and try to end up with the free flowing/random discussion for flexibility. We have a good size group of knowledgeable, interesting people. I look forward to seeing everyone again.

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,

LH

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.

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.

Cheers,

LH

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 : )