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  1. MPT rules! on A Practical Demonstration of the Value of Portfolio Theory: I love these market timers!! How lucky I am to have the very few... more »
  2. Jim Otar on Rebalancing Can Be Hazardous to Your Portfolio: I just happened to glance what was written above, so please excuse... more »
  3. Phil DeMuth_ on A Framework for Valuing Today’s Market: Hi Paul -- Thank you for your intelligent comments. By the... more »
  4. OldLimey on A Framework for Valuing Today’s Market: Looks like a double-top to me. more »
  5. Paul S C on A Framework for Valuing Today’s Market: Price is only meaningful - from a valuation perspective - if it is... more »
  6. veeblefetzer on One-Year Anniversary of the Bear Market: I guess the bottom line is that all of the vast resources spent on... more »
  7. User 220633 on Rebalancing Can Be Hazardous to Your Portfolio: It sounds as though your model includes the tax and transaction... more »
  8. Vig Oren on Rebalancing Can Be Hazardous to Your Portfolio: Mark, notice the contrast in above report with the discussions... more »
  9. jjabodee on A Practical Demonstration of the Value of Portfolio Theory: Conviction is the natural enemy of diversification. Uncertainty... more »
  10. Vig Oren on Global Giants and Diversifiers To Supercharge a Portfolio: BTW, M* Portfolio Manager now shows 3 years standard deviation of... more »
  11. Vig Oren on Global Giants and Diversifiers To Supercharge a Portfolio: Hi, since when Morningstar's Portfolio Manager, in the... more »
  12. Mark L on Rebalancing Can Be Hazardous to Your Portfolio: the only purpose of asset allocation for the long term - 25 yrs... more »
  13. Vig Oren on Rebalancing Can Be Hazardous to Your Portfolio: Hi Phil, a bit late to the party. Glancing at the two studies from... more »
  14. lazytrader on Rebalancing Can Be Hazardous to Your Portfolio: Hi Augustus, There is a high level description of the... more »
  15. Augustus on Rebalancing Can Be Hazardous to Your Portfolio: lazytrader, that is a very interesting concept as I note that it... more »