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5 Comments

    • Why the S&P SmallCap Index Consistently Beats the Russell 2000 [view article]
      Kevin -- if you do your own chart over a number of years, the data is indisputable. Of course if someone is trying to time the market, my conclusion is moot. But for those of us who want long term exposure to the small cap asset class with periodic rebalancing, I don't know why anyone would use a Russell index. Jun 05 06:03 PM
    • Get Out of Commodities - Barron's [view article]
      Are commodities an asset class or a "sector bet?" I consider them the former. Mar 30 10:51 AM
    • To Rebalance or Not? The Moment of Truth [view article]
      David - I posted a response. I think his attack is based upon a the theory that a portfolio's amount is "fixed." Frankly I enjoyed your ideas more in your ETF Guide where you use rebalancing to "lean" in and out of allocations based upon an investment thesis for the particular asset class. Feb 11 08:47 PM
    • Rebalancing Can Be Hazardous to Your Portfolio [view article]
      Phil -- all of this sounds interesting from an academic standpoint. But frankly when I read it, my eyes glaze over a little as I do when I read other studies like these. Please don't take offense -- here's why. Most investors add and subtract capital from their investment accounts during the year. This presents a very different context for the rebalancing argument. A fixed portfolio that has no new invested capital or withdrawals is different than a dynamic one where the investor is adding and subtracting capital.

      Let's assume a dynamic situation where someone is adding or subtracting capital each year. This investor can choose to do so in a way that rebalances back to the target allocations -- or not.

      So If I told you I was adding 5% each year to my portfolio for 20 years, would you recommend that I rebalance when adding or subtracting funds, or not? I think this is a more relevant question.       Feb 11 08:45 PM
    • Matt Feshbach Turns To Three Microcaps [view article]
      Hey Microcap Speculator -- get your facts correct. The article said MLF owns 3 stocks besides Delias and one of them is AMIE which is its 4th position. AMIE was purchased around $10 and closed last year in the $40's. Its down this year as well, but Feshbach is the closest you'll find to a Buffett-style investor who walks the walk. Neither he nor his investors are watching the tape very day and they are pleased to own great businesses that will compound returns at greater than the market. Feshbach owned AMIE for years before it ran and I'd expect him to own it for many years to come. Jun 27 02:12 PM
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