Investing
Reader Question: What to Do if a Bear Market is Coming?
The recent market plunge has generated quite some debate among PF bloggers what we should do (if we should do anything at all) with our investments in the event that major indexes lost 5% in just a couple of days:
Should we see it as a buying opportunity?
Should we re-evaluate our investment strategy?
Or should we simply [...]
Understanding M*’s Mutual Fund Risk Measures: Alpha, Beta, and R-squared
[This is the third segment of Understanding M* series (first part Understanding M*'s Star Rating, second part Understanding M*'s Total Return and Investor Return)].
Morningstar is the my primary website for mutual fund research. When I look for a mutual fund investment (mostly actively managed funds), not only I am concerned with a fund’s past performance [...]
Invest in Gold (II) — GoldMoney: Buy Gold and Use it as a Checking Account
This is the second part of the Invest in Gold series. In the first part, I compared several gold dealers, mainly from the angle of price (price of the gold, shipping fees, and insurance charges), and the direct outcome of that research was the purchase of a gold coin myself last week from Bullion Direct.
During [...]
John Bogle: The Little Book of Common Sense Investing
This is not a book review, but rather from an article I read yesterday on SmartMoney.com.
The article, “John Bogle Says ETFs a Mistake for Many Investors,” cited Mr. Bogle, founder of Vanguard and pioneer of index mutual funds, as saying that with a flood of new ETF offerings, investors are “performance-chasing” by investing in ETFs [...]
The Big Fat Check is Here and My Spending Plan is
1. Boost my 4-week T-bill purchases from $12,000 a month to $24,000 a month.
The latest T-bill rate (March 1, 2007) is 5.267% APR, equivalent to a 5.40% APY. Considering that the interests earned from T-bill investment are exempted from state income taxes, the effective annual yield is as high as 5.77%, a rate that [...]
