IWM Forum Topics
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- Wednesday Outlook: Bulls Storm In [view article]
- Replicate The Yale Endowment With These ETFs [view article]
- Tracking Mean Reversion After Bad Months [view article]
- Global Market Performance: Nowhere to Hide [view article]
- Mid-Year Report: Is a Summer Turn-around Still Possible? [view article]
- Choosing Your Portfolio Risk Tolerance [view article]
- Outlook for Select Sector ETFs [view article]
- Russell 3000 Sheds Nearly $2 Trillion in Cap Value [view article]
- Q2 Economic Commentary: Buyers on Strike [view article]
- Going New-School About Indexing [view article]
- Dancing with the Bear Market [view article]
- June ETF Short Interest Surges [view article]
loading ...Recent IWM Articles
- Wednesday Outlook: Bulls Storm In
- Tuesday Outlook: Financials Under the Gun
- Mid-Year Report: Is a Summer Turn-around Still Possible?
- Global Market Performance: Nowhere to Hide
- Thursday Outlook: Running of the Bears
- Russell 3000 Sheds Nearly $2 Trillion in Cap Value
- Q2 Economic Commentary: Buyers on Strike
- Wednesday Outlook: Holding Support
- Tracking Mean Reversion After Bad Months
- Dancing with the Bear Market
- Full List of Articles »
Coleman
The Long Road: Bears Go Home (for Now) [view article]
Afraid not ... finished it up as it was happening! Understand this isn't an attempt to market time, rather aimed at our audience of long-term focused investors. Is this bear going to turn into 2000-2002 again? And I'm trying to give advice ... the point is, if you've got a set allocation and looking at making tactical changes only if the sky falls (or something similar) ... is it time yet to head to the hills? Some experienced managers (two of which went on the record) aren't ready to panic just yet ... and everyone's situation is different. ReplyThe Long Road: Bears Go Home (for Now) [view article]
Muray-Surely you must have written this article BEFORE the Dow tanked 395 points today and the Russell 2000 tanked 22.9 points (-3.00%). The bulls went home today. Or more appropriately, the bulls were barbecued for dinner! Bull market? Only for BBQ's bull meat! Reply
Jackson
ETF Investing Guide: A Core ETF Portfolio [view article]
mtwoman, first, to clarify -- the ETFs listed here are bond index funds, not actively managed bond funds.There are a few reasons why you might want to buy a bond index fund instead of buying individual bonds:
- owning lots of bonds spreads the risk
- you only have to buy a single ETF, instead of researching and buying many individual bonds
- you don't need to worry about buying new bonds when your current bonds mature
- the spreads on buying and selling individual bonds, particularly illiquid muni bonds, can be wide.
At the same time, there are disadvantages. You pay a management fee, whereas buying from Treasury Direct is free. And you have more control over maturity dates if you buy bonds directly.
Hope that helps.
David Reply
ETF Investing Guide: A Core ETF Portfolio [view article]
Could you explain why it would be beneficial to pay for an actively managed bond fund instead of holding individual bonds? ReplyETF Investing Guide: A Core ETF Portfolio [view article]
Can you explain why it would be beneficial to pay for managing a bond fund instead of holding individual bonds? ReplyFriday Outlook: Resumed Stability? [view article]
If you're short you pay and with TBT you'd pay twice. I'm unsure re: UHN. ReplyFriday Outlook: Resumed Stability? [view article]
Since you share my interest in TBT----any hints whatever on dividend policy? TLT is monthly and generous.....other short funds (e.g. SKF) pay them.....nothing in any of the literature that I can find....any guidance, anywhere? Speculation?How about speculation on future dividend policy of UHN, which some might find attractive on any dips? Reply
Considine
Choosing Your Portfolio Risk Tolerance [view article]
To rajtrades:QPP does use historical prices as inputs but generates forward-looking statistical parameters from these that are often very different than trailing history. Reply
Considine
Choosing Your Portfolio Risk Tolerance [view article]
To Acercher:The question that you ask is a good one. First, QPP easily captures asset classes with low Beta but high volatility / high risk. Gold is a great example. Even with very low Beta, a super volatile asset can only be added in moderation because of its high volatility.
Now, with something like stamps you have the additional problem of liquidity risk which is another thing entirely. i.e. there is no reason to believe that you can unload your stamps easily and at anywhere near fair value. This was one of the classic problems for LTCM: they invested in assets for which there was a very thinly traded assets. As the values declined, there were even fewer buyers...
Geoff Reply
Considine
Choosing Your Portfolio Risk Tolerance [view article]
To Tom Jacobs:Annuities are an interesting topic. When I look at them, I find their fees to be hard to estimate all-in, their costs high, and I worry about the default risk of the firm selling the annuity. I know some smart people who believe in them as a portfolio component, though. Reply
Complex Simplicity: A Better Portfolio of ETFs [view article]
Good job, Roger. Information an investor can use! ReplyFriday Outlook: Resumed Stability? [view article]
I'll work for food.And, who knows when the next uptrend will be? Maybe we'll go south first. Reply
Choosing Your Portfolio Risk Tolerance [view article]
Geoff,Thanks for such a comprehensive and detailed piece. I am rather surprised that no mention in made of annuities as a suitable tool to address both risks. Obviously inflation comes into play over any long horizon but there is so much value in being able to plan on an income over ones life, I do not understand why they are not included in analyses like the ones you described here. Reply
Nusbaum
Complex Simplicity: A Better Portfolio of ETFs [view article]
Blair no argument, for you it might be a year, someone else six months--no wrong answer. The context is the attempt to teach how to fish not to hand mackerel out from the back of a truck:-) Replysergeant
Friday Outlook: Resumed Stability? [view article]
David keep up this great service please! I missed the posts last week. Any thoughts on large caps using PWB? Do you see mid caps as a good choice in the next uptrend? I use MVV, UKW and VOT for those. Many thanks Reply