Thursday
30Apr2009
Dan Solin & Jim Cramer Meet Up
Thursday, April 30, 2009 at 6:09AM If you did not have the chance to see this exchange of ideas, it is worth the watch.
Entries in John Bogle (3)
Thursday, April 30, 2009 at 6:09AM Monday
13Apr2009
Articles You Might Want to Read
Monday, April 13, 2009 at 9:27AM - Excessive Fee Against RiverSource Makes Headway-News that RiverSource was laying off multiple employees was not the worst news for the fund family this week. On Wednesday, the Eighth Circuit Court of Appeals said the shareholders of 11 RiverSource funds (includingRiverSource Large Cap Equity ALEAX, RiverSource Mid Cap ValueAMVAX, and RiverSource Mid Cap Growth INVPX) could sue the fund family's advisor in a lower court for charging excessive fees.
- Good Visual Examples to Get You Thinking-Some ideas to get you thinking differently about presenting.
- The New Internet Start-Up Boom: Get Rich Slow-You can start a business cheap and quic
- Do I Really Have To Join Twitter?-"Microblogging mixes up features of e-mail, IM, blogs, and social networks to create something not just novel but also confusing, and doing it well takes time and patience. That's not to say it isn't useful; to some people in some situations, Twitter is irreplaceable."
- How Big Gambles Took Down Small Banks-How risk management was thrown out the window.
- Go Forth & Multiply Your Savings-Options for getting ahead in a down economy.
- Investor Face Tough Dual When Fighting Brokers
- Another Institution Needing Reform-Bogle on mutual funds.
- 7 Misconceptions About the Stimulus
- Yes, Diversification Works, Eventually-"Investment wisdom begins with the realization that it's the decades, not the days, that matter. And over the long term, diversification really does protect your portfolio." William Bernstein, author of The Four Pillars of Investing on diversification.
Sunday
08Mar2009
The Great Rebalancing Debate
Sunday, March 8, 2009 at 2:47PM “Rebalancing ensures that you buy low and sell high. It can work. But that doesn’t mean it always works.”
Jason Zweig, The Wall Street Journal, “Rebalancing Your Portfolio Can Be a Tough Ride”, March 7, 2009
I guess the rebalancing debate will never be settled.
Should you rebalance? And if so, when is the best time to rebalance? Does it increase the portfolio’s return? Does it diminish returns in the portfolio? Is it a form of market timing?
For the record, The AdvisorBlogger is an ardent structured, passive asset allocation believer. Yes, I have drank the koolaid of John Bogle, Larry Swedroe, Burton Malkiel, Rex Sinquefeld, Dr. William Bernstein, just to ‘name drop’ a few.