Investing
« Previous Entries Next Entries »Comparing a 50/50 Portfolio with a 100% Stock Portfolio (1-Year Holding Periods)
Wednesday, March 6th, 2013Here is the latest from my portfolio research. Below is a graphic comparing a 50% Stocks/Bonds portfolio with a 100% Stocks portfolio. I used monthly total returns for both asset classes. As the notes point out, I assumed $100 invested at the beginning of each month for 12 months to calculate the “Ending Value.” There [...]
IYY Tracking Error
Tuesday, March 5th, 2013The iShares Dow Jones Total Market Index EFT has been around since early 2000. I thought it would be interesting to see how closely the ETF tracked the performance of the underlying index over the years. Turns out, it’s pretty close. The first graphic is a line graph of the total returns for the index, [...]
Year-to-Date Total Returns for the S&P 500 and Other Indexes Through February
Friday, March 1st, 2013Here are the year-to-date returns for the Dow Jones Industrial Average, S&P 500, S&P Midcap 400, S&P Smallcap 600, MSCI EAFE, MSCI All World (ex-USA), MSCI Emerging Markets, Barclay’s Aggregate Bond, Crude Oil, and Gold. Pretty boring month. The S&P 500 (the index I have the most data on) returned 1.36% for February. This was [...]
A Look at 1-Year Rolling Period S&P Total Returns
Tuesday, February 26th, 2013I wanted to take a deeper look at one-year returns for the S&P 500*. I looked at the following: • I began with January 1926 and calculated the one-year return. Then, I moved to February 1926 and calculated that one-year return. I repeated the exercise for every rolling one-year period through 2012. • I also [...]
Ten (More) Questions for Jason Kelly
Thursday, February 21st, 2013Jason Kelly, author of The Neatest Little Guide to Stock Market Investing: 2013 Edition*, was kind enough to answer some questions via email for AFM readers. Here is that interview: • It’s been awhile since we last talked. Tell us what you have been up to the last year or so? I was working on [...]
Paul Merriman’s “10 Things Every Investor Should Know” – Part 1
Wednesday, February 20th, 2013I just listened to the first part of a podcast by Paul Merriman on “10 Things Every Investor Should Know.” Here are the first five points: 1. There is no risk in the past. This is so true and yet people tend to forget this important detail. 2. Diversification is the only free lunch in [...]
It Only Took the Dow 1,939 Days to Get Back to 14,000
Friday, February 1st, 2013The headlines today are all about the Dow Jones Industrial Average clossing back over the 14,000 mark. It’s been 1,939 days since the last time the Dow closed above that mark. My daughter was 3-years old and I was still in my 30s. Wow! As a side note, I noticed that Yahoo! Finance no longer [...]
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