iShares Russell 3000 Index (IWV)

All Comments on IWV

  • commenter
    300mph
    Jul 06 11:14 AM
    Mid-Year Report: Is a Summer Turn-around Still Possible? [view article]
    Very nice wrap-up Phil. I also share your concerns and guarded optimism. Reply
  • commenter
    jjason
    Jul 06 10:07 AM
    Mid-Year Report: Is a Summer Turn-around Still Possible? [view article]
    I agree with Phil. Please contact your US Congressmen and Senators to do something to solve this problem. Copy:

    www.star-telegram.com/...

    and send it to everyone you know.     Reply
  • commenter
    User 51292
    Jul 06 09:40 AM
    Mid-Year Report: Is a Summer Turn-around Still Possible? [view article]
    Fight big oil: get out of your car and use a bicycle, a public bus or train! Geez, you act like you're a slave to oil and you're not unless you're just brainwashed that you are! Reply
  • commenter
    CPST1
    Jul 06 07:37 AM
    Mid-Year Report: Is a Summer Turn-around Still Possible? [view article]
    If one is going to speculate in energy then why not anticipate an energy revolution? One that goes in the right direction to begin with... Reply
  • commenter
    iThinkBig
    Jul 02 11:50 PM
    My Website
    Russell 3000 Sheds Nearly $2 Trillion in Cap Value [view article]
    You probably would have to go back to 1928 Fatcat to see that level of deniability. Reply
  • commenter
    fatcat
    Jul 02 08:27 PM
    Russell 3000 Sheds Nearly $2 Trillion in Cap Value [view article]
    right on Mike,Ive never seen such denial in my 57yrs... Reply
  • commenter
    Mike Stathis
    Jul 02 07:27 PM
    Russell 3000 Sheds Nearly $2 Trillion in Cap Value [view article]
    "It was Sept. 10 last year when the Fed actually cut interest rates as a response to the credit crunch. Even in late August, everyone was debating the extent of what was going on..." said Stephen Wood, Russell's senior portfolio strategist.

    This is precisely why the Russell is in shambles. Those who did not see the full extent of what was going on by August were lost. Unfortunately, the follow-the-leader mentality so widespread on Wall Street led to 99.99% of the "experts" missing everything.

    Reply
  • commenter
    Black Swan
    Jul 01 02:52 PM
    A Month of Seeing Red [view article]
    I think your GS Market Portfolio index makes all the sense in the world so to speak. You are adopting David Swensen type approach which has been super successful for Yale Endowment Fund for last 20 years with 16% + annual return average. By the way Vanguards new Managed Payout Funds use a somewhat similar approach and provide a very easy way to invest following Swenson/GS Market type models and theory. See for example VPGFX. Reply
  • commenter
    David White
    Jul 01 12:56 PM
    A Month of Seeing Red [view article]
    Where do you think the market is going now? It has taken a hard hit today, even in the face of relatively good economic news (ISM and Construction Spending were better than expected). Also I read an article recently that said the housing market in Central Florida was stabilizing. I think the same can be said for California to some degree. Governor Swartzenegger went on record recently as predicting the California real estate market will turn upward in California in 2009. I know there are still some write down problems, but even Greenspan is saying that we are at least 2/3 through it. Do you think the stock market will turn upward now? Or will the S&P500 go right through its resistance level of 1250? To me it looks like it might hold (at least temporarily). I know there has been the flooding in the midwest. However, the grain futures have been down the last 2 days due to a report asserting that more acreage was planted this year (for corn). This means that even with the flooding, the food supply should not be much lower (if at all) than previous years. This should be good news for the markets. It make be temporarily bad news for Agriculture stocks. However, even the author writing about this seemed to think the report was too optimistic about the acreage that would be productive this year (after the flooding). To me this means that the Ag stocks can bounce back, and the inflation situation due to Ag is not too bad. I think this should allow the markets to move higher. What do you think? Reply
  • commenter
    Ashish S
    Jul 01 12:53 PM
    My Website
    A Month of Seeing Red [view article]
    What are the approximate weights you are using? How would you weigh assets like "cash"? Reply
  • commenter
    nickgogerty
    Jun 06 09:35 AM
    My Website
    Portfolio Theory: The Unnatural Alternative? [view article]
    portfolio theory is trend following in drag and assumes "knowledge" in the Soros sense that isn't there. Reply
  • commenter
    Equity Style
    Jun 05 04:51 PM
    Portfolio Theory: The Unnatural Alternative? [view article]
    Buy and Hold strategies have always been poor. With the documented effect of Momentum, style rotation strategies have brought significant increase in returns. I have data since 1994. Others, such as Paul Merriman, have data back to the 1980. Using major asset classes (stocks, bonds, real estate, and commodities) data is available back to the early 1920's. Fundx has data over the past 24 years.

    Momentum investing is given a bad name because groups such as Vanguard do not want their investors to use the strategies as the jumping back and forth in equity and assets would play havoc with their funds.

    Equity Style     Reply
  • commenter
    Geoff
    Considine
    Jun 05 10:30 AM
    My Website
    Portfolio Theory: The Unnatural Alternative? [view article]
    James:

    I am as big a fan of portfolio theory as anyone, but not the strictly efficient model that you are talking about (CAPM). Indeed, I don't know if you have read Chris Jones new book (foreword by Bill Sharpe) about the FinancialEngines outlooks generated using CAPM. Some of the predictions:

    1) Market cap weighting is the best approach
    2) Commodities have zero real return (i.e. don't own them)
    3) Never look at value measures
    4) Emerging markets have lower expected return than the S&P500
    5) Never buy sector funds

    All four of these are counter to current standards of professional money management. Look at David Swensen's approach vs. this. Or Rob Arnott's research. Etc. Etc.

    Geoff     Reply
  • commenter
    theinvesting
    speculator
    Jun 05 09:39 AM
    My Website
    Portfolio Theory: The Unnatural Alternative? [view article]
    I was at the 2005 Berkshire Hathaway annual meeting when Warren Buffett talked about how crazy "CAPM and efficient market hypothesis" are. Great investor don't invest that way. If you want to beat the market an investor should "keep a close eye on the basket" theinvestingspeculator... Reply
  • commenter
    Cicero
    Jun 04 07:44 AM
    The Rising Risk of Emerging Markets [view article]
    Thanks Cromag, that's a big help. Checking out two similar funds or stocks is hard when they appear to have the same return looking at a chart, but in reality one has a 10% distribution a few months back and the other hasn't. Too bad you can only go back one year, but I'm buying you a beer tonight anyway!

    I wonder how many investors never realize this idiosyncrasy?     Reply
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