simpleportfolios.blogspot.com
Stephen Drone: April 2007
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The usual stuff. Plus investment ideas I like and use. Tuesday, April 24, 2007. Dollar Cost Averaging vs. Lump Sum Investing. I dollar cost average. Into lots of stuff. My sharebuilder account (and therefore stock purchases), mutual funds, etc. It's really just a fancy term for setting aside savings each month. Research usually shows that it doesn't matter in the long term; here's the latest research. I've seen on the subject. 1 If you're currently doing dollar cost averaging, that's great. Don't stop.
simpleportfolios.blogspot.com
Stephen Drone: August 2007
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The usual stuff. Plus investment ideas I like and use. Wednesday, August 22, 2007. Should you market time it? The temptation is surely there. I'm tempted myself. I had a couple of investments pending; I've put them on hold for a bit thinking "Hey, I can make an extra percentage here or there by investing nearer the market bottom.". I ran across an interesting graphic while taking the risk capacity survey on Index Fund Advisors. Posted by Stephen Drone at 10:47 AM. Thursday, August 16, 2007. Within the ag...
simpleportfolios.blogspot.com
Stephen Drone: July 2007
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The usual stuff. Plus investment ideas I like and use. Tuesday, July 24, 2007. John Bogle on Rebalancing and a Suggested Portfolio. John Bogle, the founder of Vanguard, has a blog. On which he occasionally answers reader's questions. A reader recently asked about rebalancing his portfolio. Here's Bogle's answer (my emphasis in bold):. We’ve just done a study for the NYTimes on rebalancing, so the subject is fresh in my mind. Fact: a 48%S&P 500, 16% small cap, 16% international, and 20% bond index. There’...
simpleportfolios.blogspot.com
Stephen Drone: February 2007
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The usual stuff. Plus investment ideas I like and use. Tuesday, February 27, 2007. Back in the 90s, Money Magazine. Ran financial "makeover" type articles every month, looking at a family's investments, debt, etc. and recommending changes. It was usually interesting stuff. They stopped doing that, and I dropped my subscription to the magazine. In the last year or so (I think) they've started doing it again. In the February 2007 issue, they featured a large makeover article. 4 Finally, a "mostly retired" ...
simpleportfolios.blogspot.com
Stephen Drone: March 2007
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The usual stuff. Plus investment ideas I like and use. Thursday, March 29, 2007. Money Magazine Annual Mutual Fund Review. Has put up their annual mutual fund review. It's not perfect, but the more information you have to compare investments the better. I'd like to see their "annualized returns" data corresponding to calendar years, and I'd like to see a 10 year annualized return. Posted by Stephen Drone at 12:55 PM. Tuesday, March 27, 2007. The Largest Mutual Funds. Recently ran an article. 14 Fidelity ...
simpleportfolios.blogspot.com
Stephen Drone: October 2007
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The usual stuff. Plus investment ideas I like and use. Friday, October 5, 2007. ETFs Keep Getting More Popular. I've certainly been using ETFs but I didn't know they'd gotten so popular. There were a lot of mutual fund withdrawals in the last few months as the market dropped - but it looks like ETFs have just steadily gotten bigger. Ishares. Here are the top 10 ETFs in size:. 1 SPDRs Trust S&P 500 ( SPY. 2 iShares MSCI EAFE ( EFA. 3 iShares MSCI Emerging Markets ( EEM. 4 Nasdaq 100 Trust ( QQQQ. I'm an I...
simpleportfolios.blogspot.com
Stephen Drone: May 2007
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The usual stuff. Plus investment ideas I like and use. Thursday, May 10, 2007. More Currency Investment Possibilities. From Rydex are pretty straightforward ETFs. If you buy the ETF, you're buying the currenty. A purchase of the ETF creates an obligation for Rydex to hold euros/yen/British pounds. The new investment vehicles. Barclay's) are ETNs. Did you catch that "N"? The currentcy ETFs/ETNs all have a 0.4% expense ratio. The interest rates are competitive with each other:. Interest income is taxed as ...
simpleportfolios.blogspot.com
Stephen Drone: June 2007
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The usual stuff. Plus investment ideas I like and use. Thursday, June 28, 2007. Merriman's Ultimate Buy and Hold Portfolio. In the previous post. I pointed to an article. By Paul Merriman on setting up an "ultimate buy and hold portfolio.". I'd like to lay out the portfolio, then build on that by comparing to some of his suggested portfolios. 6% US large cap value stocks. 6% US small cap value stocks. 6% US micro-capitalization stocks. 6% international large cap stocks. 6% international small cap stocks.