iShares Russell 2000 Index (IWM)

All Comments on IWM

  • commenter
    Alan
    Brochstein
    Oct 25 08:41 AM
    My Website
    It's October - Should We Be Buying? [view article]
    I agree with your point - I even thought about bringing up that term stagflation. It has been quite some time since we experienced what is the worst of all worlds when it comes to the economy. Also, as you point out and I have mentioned in other articles, the Fed truly isn't the one to watch any longer. The world is more connected than ever. Reply
  • commenter
    bond
    investor
    Oct 24 11:58 PM
    It's October - Should We Be Buying? [view article]
    Alan, very cogent analysis, as I'd expect from a fellow CFA charterholder. You lay out your reasons for bond bullishness, but don't cover the scenario in which commodities would do well. Since you like bonds if the Fed doesn't cut "too much," I'm guessing that you'd prefer commodities if they cut "too much" and take us down a stagflationary road instead of a recessionary/slow-grow... inflation or even deflation road.

    Rather than looking at the Fed, I would look at the Asian and Middle Eastern central banks and sovereign wealth funds, since they own and buy far more debt than the Fed. They'll tolerate currency declines in their U.S. holdings only for so long.... perhaps until just after the Beijing Olympics. At that point, look for weak U.S. demand to be exported to the rest of the world.     Reply
  • commenter
    Davis
    Freeberg
    Oct 19 12:22 PM
    My Website
    Consistent Seasonality of Smallcaps and Microcaps [view article]
    That's interesting. Do you have any theories on why this might be the case? I could see new 401k contributions possibly having an impact, but would think that this trend would be consistent for the full quarter or first half of the year, if this was the reason behind it. Reply
  • commenter
    Geoff
    Considine
    Oct 19 11:51 AM
    My Website
    Getting the Most Return For Your Risk, Part 2 [view article]
    It has been pointed out that the link to the Ibbotson article does not seem to be working today--here is another link:

    corporate.morningstar....
    Reply
  • commenter
    Geoff
    Considine
    Oct 19 11:50 AM
    My Website
    Getting the Most Return For Your Risk, Part 2 [view article]
    User 61872:

    What you are missing is forward-looking vs. trailing performance. The S&P500 has beaten this 1:1 ratio over the past 3-5 years, too---but thats just trailing performance. This cannot continue in the long-term and the point is that the forward-looking models from credible sources (and yes, I include my own model) suggest that in the long-haul you cannot expect better than 1:1 for a really diversified portfolio.     Reply
  • commenter
    roswell
    Oct 19 11:42 AM
    Getting the Most Return For Your Risk, Part 2 [view article]
    Fidelity Balanced Fund has a median return of 11% with a standard deviation of 6%.
    Same for Janus, Oakmark Equity & Income.
    What am I missing?     Reply
  • commenter
    Geoff
    Considine
    Oct 19 11:25 AM
    My Website
    Getting the Most Return For Your Risk, Part 2 [view article]
    To HLEASON:

    This article is somewhat abstract but it deals with a centrally important topic in portfolio construction. The references linked in the article may help your understanding. This is not about which stock to buy now, but rather about what appears to be a convergence in forward-looking estimates of potential portfolio performance--almost regardless of the individual components.     Reply
  • commenter
    Geoff
    Considine
    Oct 19 11:22 AM
    My Website
    Getting the Most Return For Your Risk, Part 2 [view article]
    Carol:

    Remember, however, that the thing you want is the 1:1 ratio on a forward-looking basis--not backwards.

    Thanks for your comments,

    GC     Reply
  • commenter
    Cdallal
    Oct 17 11:50 PM
    Getting the Most Return For Your Risk, Part 2 [view article]
    Excellant article & research, I will re-check my portfolio to see how close to a 1 to 1 ratio I am. I agree that this appears to be an excellant approach to asset allocation. csd Reply
  • commenter
    HLEASON
    Oct 17 01:13 PM
    Getting the Most Return For Your Risk, Part 2 [view article]
    WHAT IS HE TALKING ABOUT. WHY NOT GET TO THE POINT? Reply
  • commenter
    granger
    Oct 11 02:14 PM
    An Endowment Portfolio From Publicly-Traded Vehicles [view article]
    An interesting alternative could be to sprinkle in NUT for sme real estate exposure. I have used it in the past. Here is my current holdings for real estate. IGR/MIC/NUT/FSP/EFR/PC... Reply
  • commenter
    granger
    Oct 11 02:02 PM
    An Endowment Portfolio From Publicly-Traded Vehicles [view article]
    Good idea. I have also used ALD and MCI as access to different area. MCI has a great track record. I have also sprinkled in EFR, FCO, BGT for some of my income needs. Reply
  • commenter
    granger
    Oct 11 01:59 PM
    An Endowment Portfolio From Publicly-Traded Vehicles [view article]
    Great stuff. I am a huge fan of non-correlated investing. Try adding some of the Wisdom Tree funds for alpha. Also, any thoughts on NCHPX. High fees, but a great diversifier. Reply
  • commenter
    granger
    Oct 11 01:57 PM
    An Endowment Portfolio From Publicly-Traded Vehicles [view article]
    Great stuff. I am a huge fan of non-correlated investing. Try adding some of the Wisdom Tree funds for alpha. Also, any thoughts on NCHPX. High fees, but a great diversifier. Reply
  • commenter
    granger
    Oct 11 01:46 PM
    An Endowment Portfolio From Publicly-Traded Vehicles [view article]
    Can you elaborate of your dislike of PSP? Also, please any ideas on an alternative. Thank you. Reply
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