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Re: Investment books I have read.

Terrific list, Taylor! I think you are a "Gem."
by Howard Donnelly
Mon Dec 15, 2014 11:09 am
 
Forum: Investing - Theory, News & General
Topic: Investment books I have read.
Replies: 32
Views: 4248

Re: New Tony Robbins Book on Financial Freedom

For those interested in learning more about investing, rather than Tony Robbins' new book, I would recommend:

The Bogleheads' Guide to Investing - Second Edition, by Mel Lindauer, Taylor Larimore, and Michael LeBoeuf
and/or
The Millionaire in You, by Michael LeBoeuf
by Howard Donnelly
Wed Dec 03, 2014 1:07 pm
 
Forum: Investing - Theory, News & General
Topic: New Tony Robbins Book on Financial Freedom
Replies: 85
Views: 16305

Re: "Stock Indexing Racks Up Another Triumphant Year"

Excellent article. Thank you for posting it.
by Howard Donnelly
Sun Nov 30, 2014 10:59 am
 
Forum: Investing - Theory, News & General
Topic: "Stock Indexing Racks Up Another Triumphant Year"
Replies: 1
Views: 863

Re: "Where to Invest in 2015"

Thank you, Taylor. Very helpful.
by Howard Donnelly
Sun Nov 30, 2014 10:52 am
 
Forum: Investing - Theory, News & General
Topic: "Where to Invest in 2015"
Replies: 19
Views: 2757

Re: New Tony Robbins Book on Financial Freedom

stemikger, Thank you. I'm so pleased that you posted your thoughts. I was confused by some of it too. Here is another another example: On page 158, Tony quotes Warren Buffett: "Bonds should come with a warning label." However, the Ray Dalio "All Seasons" portfolio that Tony raves...
by Howard Donnelly
Thu Nov 27, 2014 1:01 pm
 
Forum: Investing - Theory, News & General
Topic: New Tony Robbins Book on Financial Freedom
Replies: 85
Views: 16305

Re: New Tony Robbins Book on Financial Freedom

He is really annoying with his "insider" stuff... He's so over-the-top I can't believe anyone listens to this guy. From the video: "I've had the unique privilege of spending the last 18 years of my life personally coaching one of the top 10 financial traders in the history of the wor...
by Howard Donnelly
Tue Nov 25, 2014 6:52 pm
 
Forum: Investing - Theory, News & General
Topic: New Tony Robbins Book on Financial Freedom
Replies: 85
Views: 16305

Re: Why Alpha is getting more elusive

Great article. Thank you, Larry.
by Howard Donnelly
Mon Nov 24, 2014 7:04 pm
 
Forum: Investing - Theory, News & General
Topic: Why Alpha is getting more elusive
Replies: 28
Views: 3492

Re: New Tony Robbins Book on Financial Freedom

daffyd,

Thank you! I've been eagerly waiting for comments from someone knowledgeable who actually read the book.

Best,
Howard
by Howard Donnelly
Sat Nov 22, 2014 8:33 am
 
Forum: Investing - Theory, News & General
Topic: New Tony Robbins Book on Financial Freedom
Replies: 85
Views: 16305

Re: how to make money like a billionaire

ArthurO,

Have you read Tony Robbins' new book? If so, what did you think of it? What did you like most? What did you like least?

Thanks,
Howard
by Howard Donnelly
Fri Nov 21, 2014 6:30 pm
 
Forum: Investing - Theory, News & General
Topic: how to make money like a billionaire
Replies: 116
Views: 11313

Private Placement Life Insurance

[Thread moved into here, see below. --admin LadyGeek] In Tony's Robbins' new book, Money: Master the Game , there is a section entitled, "Rich Man's Roth." - page 443 "The strategy in the pages ahead, known as private placement life insurance (PPLI), has been called 'the secret of th...
by Howard Donnelly
Tue Nov 18, 2014 6:39 pm
 
Forum: Investing - Theory, News & General
Topic: New Tony Robbins Book on Financial Freedom
Replies: 85
Views: 16305

Re: Ray Dalio's All-Weather Portfolio

From Tony Robbins' new book, "Money: Master the Game," here is Ray Dalio's "All Seasons" Portfolio: 30% in stocks (for instance, the S&P 500 or other indexes) 15% in intermediate term government bonds (7 to 10 year Treasuries) 40% in long term government bonds (20 to 25 year ...
by Howard Donnelly
Tue Nov 18, 2014 6:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: Ray Dalio's All-Weather Portfolio
Replies: 16
Views: 3642

Re: New Tony Robbins Book on Financial Freedom

From Tony Robbins' new book, "Money: Master the Game," here is Ray Dalio's "All Seasons" Portfolio: 30% in stocks (for instance, the S&P 500 or other indexes) 15% in intermediate term government bonds (7 to 10 year Treasuries) 40% in long term government bonds (20 to 25 year ...
by Howard Donnelly
Tue Nov 18, 2014 6:02 pm
 
Forum: Investing - Theory, News & General
Topic: New Tony Robbins Book on Financial Freedom
Replies: 85
Views: 16305

Re: New Tony Robbins Book on Financial Freedom

Leveraged bonds? Doesn't that defeat the purpose of owning bonds in the first place? I look at bonds as an asset class one puts into a portfolio to produce income and reduce volatility. To me this is just asking for trouble, in a crisis asset classes will often act in ways you don't expect. I remem...
by Howard Donnelly
Sun Nov 16, 2014 9:58 am
 
Forum: Investing - Theory, News & General
Topic: New Tony Robbins Book on Financial Freedom
Replies: 85
Views: 16305

Re: New Tony Robbins Book on Financial Freedom

Here is a website dedicated to Tony Robbins' new book, "Money: Master the Game."
http://moneymasterthegame.com/

Jack Bogle, Warren Buffett, and John Templeton are three of the experts he interviewed.
by Howard Donnelly
Thu Nov 06, 2014 10:38 am
 
Forum: Investing - Theory, News & General
Topic: New Tony Robbins Book on Financial Freedom
Replies: 85
Views: 16305

"Jack Bogle on Warren Buffett, Bill Gross and How to Invest"

Hot off the press: "Warren Buffett has become Vanguard's best salesman, Bogle said. Buffett, of Berkshire Hathaway (BRK.A) , (BRK.B) recently announced that his wife will inherit money to be allocated 90% to the Vanguard 500 Index Fund (VFINX) (VFIAX) (VOO). After the announcement, searches on ...
by Howard Donnelly
Fri Oct 24, 2014 6:45 am
 
Forum: Investing - Theory, News & General
Topic: "Jack Bogle on Warren Buffett, Bill Gross and How to Invest"
Replies: 17
Views: 3136

Re: [how should new investors select funds w/o] Past Perform

Thank you all for responding. Some friends asked me about this recently. I'm trying to figure out how to better explain it.
by Howard Donnelly
Sun Oct 19, 2014 9:38 am
 
Forum: Investing - Theory, News & General
Topic: [how should new investors select funds w/o] Past Performance
Replies: 6
Views: 582

[how should new investors select funds w/o] Past Performance

As Bogleheads, we often repeat the phrase, "Past performance does not predict future performance." I understand and agree with that. If that is the case, then how should people new to investing select their mutual funds?
by Howard Donnelly
Sat Oct 18, 2014 9:35 am
 
Forum: Investing - Theory, News & General
Topic: [how should new investors select funds w/o] Past Performance
Replies: 6
Views: 582

Re: "The best response to market volatility"

Here's a relevant interview with Jack Bogle that was done today:

"Recent selloff ‘nothing,’ stay the course: Jack Bogle"
http://www.cnbc.com/id/102094959?trknav ... :topnews:5
by Howard Donnelly
Thu Oct 16, 2014 6:20 pm
 
Forum: Investing - Theory, News & General
Topic: "The best response to market volatility"
Replies: 27
Views: 3418

"Buffett's Million Dollar Hedge Fund Bet"

"Warren Buffett, Berkshire Hathaway chairman & CEO, says hedge funds after fees are not going to deliver a return as well as a low-cost index fund."

"Buffett's million dollar hedge fund bet"
http://video.cnbc.com/gallery/?video=3000316565
by Howard Donnelly
Thu Oct 02, 2014 9:05 am
 
Forum: Investing - Theory, News & General
Topic: "Buffett's Million Dollar Hedge Fund Bet"
Replies: 0
Views: 300

Re: New Tony Robbins Book on Financial Freedom

DFAMAN wrote:Ok, I honestly would not have expected to see Jack Bogle cited in a blurb promoting a Tony Robbins book, but given my respect for Mr. Bogle, I will hope for the best and look forward to the book.

I was surprised too. I didn't think Jack Bogle and Tony Robbins would be "on the same page."
by Howard Donnelly
Thu Sep 25, 2014 5:49 am
 
Forum: Investing - Theory, News & General
Topic: New Tony Robbins Book on Financial Freedom
Replies: 85
Views: 16305

New Tony Robbins Book on Financial Freedom

"Simon & Schuster will publish the first book in nearly two decades by Tony Robbins, the #1 bestselling author, and America's #1 Life & Business Strategist. Over the course of 37 years Robbins has become the ultimate name in self-help. In Money: Master the Game: 7 Simple Steps to Financ...
by Howard Donnelly
Wed Sep 24, 2014 12:56 pm
 
Forum: Investing - Theory, News & General
Topic: New Tony Robbins Book on Financial Freedom
Replies: 85
Views: 16305

Re: What books next?

I am halfway through reading The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment by Guy Spier. It is a fantastic and fascinating read about how a Gordon Gekko type who morphed into a Warren Buffett type of investor but more importantly a person. Leave al...
by Howard Donnelly
Sat Sep 20, 2014 11:01 am
 
Forum: Personal Finance (Not Investing)
Topic: What books next?
Replies: 12
Views: 944

Re: AliBaba

Regarding IPOs, Warren Buffett had this to say: "The only time to buy these is on a day with no y in it."
by Howard Donnelly
Fri Sep 19, 2014 11:11 am
 
Forum: Investing - Theory, News & General
Topic: AliBaba
Replies: 145
Views: 11912

Re: Vanguard Total Stock Market Index Fund (VTSMX)

Excellent article. Thank you, Taylor.
by Howard Donnelly
Tue Sep 16, 2014 9:27 am
 
Forum: Investing - Theory, News & General
Topic: Vanguard Total Stock Market Index Fund (VTSMX)
Replies: 10
Views: 2323

Re: "The Education of a Value Investor"

. Mohnish Pabrai is mentioned a lot in the book. I had earlier listened to an interview of him with Steve Forbes http://www.youtube.com/watch?v=oaL2v1nVokw , and a presentation he made at Colombia Business School (I can not longer find the long, elaborate, and informative youtube video of the prese...
by Howard Donnelly
Mon Sep 15, 2014 2:25 pm
 
Forum: Investing - Theory, News & General
Topic: "The Education of a Value Investor"
Replies: 26
Views: 2957

Re: "The Education of a Value Investor"

. FWIW – I also looked at the performance of his Aquamarine Fund. Here are the factor loads of the Fund, using monthly data from 1998 to 2013 (the full calendars years of the fund) Alpha = 0.06 Mkt = 0.85 Size = 0.16 Value = 0.60 Momentum = -0.15 Quality = 0.33 Analysis done using the global factor...
by Howard Donnelly
Sat Sep 13, 2014 12:59 pm
 
Forum: Investing - Theory, News & General
Topic: "The Education of a Value Investor"
Replies: 26
Views: 2957

Re: "The Education of a Value Investor"

. I enjoyed the book, which I have now read. Its not so much about investing as it is about Guy Speir’s honest, pro-active journey of personal awareness and development. The book may not be for everyone, but I found it interesting, some parts resonated with me, and I learned some things which is al...
by Howard Donnelly
Sat Sep 13, 2014 10:54 am
 
Forum: Investing - Theory, News & General
Topic: "The Education of a Value Investor"
Replies: 26
Views: 2957

Re: "The Education of a Value Investor"

In his book, here is what Guy had to say about Wall Street: "I saw up close the willingness to distort the truth in order to further one's own narrow self-interest - the tendency to treat clients as marks to be exploited, not served. At their worst, elite investment banks like Goldman Sachs and...
by Howard Donnelly
Fri Sep 12, 2014 9:54 am
 
Forum: Investing - Theory, News & General
Topic: "The Education of a Value Investor"
Replies: 26
Views: 2957

Re: "The Education of a Value Investor"

Doesn't it bother you that so many professional investors claim to be using a "Warren Buffett approach?" Buffett, as far as I know, has never taught or written or codified his approach, and has never suggested he had a methodology that could be used by anyone else but him. Of course his m...
by Howard Donnelly
Thu Sep 11, 2014 10:04 am
 
Forum: Investing - Theory, News & General
Topic: "The Education of a Value Investor"
Replies: 26
Views: 2957

Re: "The Education of a Value Investor"

With regard to his fund's performance, here is a quote from the Introduction: "As I write this, I've had a cumulative return of 463 percent since founding the Aquamarine Fund in 1997, versus 167 percent for the S&P 500 index. In other words, $1 million invested in the fund would now be wort...
by Howard Donnelly
Thu Sep 11, 2014 6:31 am
 
Forum: Investing - Theory, News & General
Topic: "The Education of a Value Investor"
Replies: 26
Views: 2957

Re: "The Education of a Value Investor"

. I have not read the book, but have been interested in the investment approach and performance of both Guy Spier's Aquamarine Fund, and Monish Pabrai's funds. They both advocate a 'Buffet' approach, and its seems have tried to mimic the earlier Buffet partnership. They seem to like Buffet, and joi...
by Howard Donnelly
Thu Sep 11, 2014 3:41 am
 
Forum: Investing - Theory, News & General
Topic: "The Education of a Value Investor"
Replies: 26
Views: 2957

"The Education of a Value Investor"

There was a new book released this week entitled, "The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment," by Guy Spier. It looks interesting. Has anybody read it? If so, thoughts?
by Howard Donnelly
Wed Sep 10, 2014 7:27 pm
 
Forum: Investing - Theory, News & General
Topic: "The Education of a Value Investor"
Replies: 26
Views: 2957

Re: Finance is a Strange Industry

Great article. Thank you for posting it.
by Howard Donnelly
Tue Sep 09, 2014 9:36 am
 
Forum: Personal Finance (Not Investing)
Topic: Finance is a Strange Industry
Replies: 6
Views: 1061

Jack Bogle: Think of Social Security as an Investment

Here is a recent article about Jack Bogle: "His relentless assault on costs is why Bogle is considered one of the most important figures in investing history." "Social Security is a huge, fixed-income investment, worth somewhere between $300,000 and $400,000 in present cash value,&quo...
by Howard Donnelly
Sun Sep 07, 2014 2:16 am
 
Forum: Investing - Theory, News & General
Topic: Jack Bogle: Think of Social Security as an Investment
Replies: 2
Views: 923

Qualities of a Successful Investor

What are the qualities of a successful investor? Here are a few that came to mind as I thought about this: Rationality, Intelligence, Courage, Discipline, and Common Sense. Can you think of others? How would you rank them in order of importance?
by Howard Donnelly
Sat Sep 06, 2014 11:43 am
 
Forum: Investing - Theory, News & General
Topic: Qualities of a Successful Investor
Replies: 9
Views: 514

Re: Markets defy experts

Great article! Thank you, Larry.
by Howard Donnelly
Thu Sep 04, 2014 8:03 am
 
Forum: Investing - Theory, News & General
Topic: Markets defy experts
Replies: 20
Views: 2546

Re: A Primer on John Templeton

Excellent article. Thanks for posting it. For those who are interested, Lauren Templeton and Scott Phillips wrote a very interesting book about John Templeton called, "Investing the Templeton Way." Here is a recent book review: http://msbusiness.com/blog/2014/08/22/book-biz-inspiring-instr...
by Howard Donnelly
Thu Aug 28, 2014 5:39 pm
 
Forum: Investing - Theory, News & General
Topic: A Primer on John Templeton
Replies: 28
Views: 2296

Re: Dave Budge: The Indexing of Everything

These two statements are all you need to read: [1]For the value manager, however, the inefficiencies created by indexing might be the biggest advantage to gaining long term alpha in many years....[2]And being an index junkie reduces the number of great opportunities in the market that exist. 1) Fal...
by Howard Donnelly
Sun Aug 24, 2014 11:39 am
 
Forum: Investing - Theory, News & General
Topic: Dave Budge: The Indexing of Everything
Replies: 9
Views: 1483

Dave Budge: The Indexing of Everything

Here is a recent article by Dave Budge:
http://davebudge.com/?p=236

I would love to hear your thoughts and opinions.
by Howard Donnelly
Sun Aug 24, 2014 9:11 am
 
Forum: Investing - Theory, News & General
Topic: Dave Budge: The Indexing of Everything
Replies: 9
Views: 1483

Re: Indexing in EM, and Templeton's Mobius

Very interesting. Thank you, Larry.
by Howard Donnelly
Tue Aug 19, 2014 8:39 am
 
Forum: Investing - Theory, News & General
Topic: Indexing in EM, and Templeton's Mobius
Replies: 10
Views: 1030

Market Timing?

"The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell." - John Templeton

"Be greedy when others are fearful, and fearful when others are greedy." - Warren Buffett

Would you consider these approaches to be market timing?
by Howard Donnelly
Fri Aug 15, 2014 7:49 pm
 
Forum: Investing - Theory, News & General
Topic: Market Timing?
Replies: 20
Views: 1354

Re: Who or what inspired you and your investing approach?

The book that changed my investing approach was, The Millionaire in You, by Michael LeBoeuf. That book led me to Jack Bogle's books, and the Bogleheads Forum. Thank you, Michael.
by Howard Donnelly
Fri Aug 08, 2014 8:32 pm
 
Forum: Personal Finance (Not Investing)
Topic: Who or what inspired you and your investing approach?
Replies: 93
Views: 4779

Re: Templeton Growth Fund Shareholder Meetings

I was in NYC for a trade show in December 1987 and attended the Templeton Funds annual meeting at the Vista Hotel in the WTC. I had owned Templeton World fund since I began investing. As I recall, it was in a modest sized ball room and I was able to sit a few rows from the front. Sir John spoke abo...
by Howard Donnelly
Mon Jul 14, 2014 3:49 pm
 
Forum: Investing - Theory, News & General
Topic: Templeton Growth Fund Shareholder Meetings
Replies: 3
Views: 636

Templeton Growth Fund Shareholder Meetings

I recently watched a documentary about John Templeton called, "Contrarian." I thought it was very interesting. Has anyone on the forum actually attended a Templeton Growth Fund Shareholder Meeting while John Templeton was still involved? I'm curious about the general atmosphere at the meet...
by Howard Donnelly
Mon Jul 14, 2014 11:55 am
 
Forum: Investing - Theory, News & General
Topic: Templeton Growth Fund Shareholder Meetings
Replies: 3
Views: 636

Re: stocks about to plunge

Great article. Thanks, Larry.
by Howard Donnelly
Tue Jul 08, 2014 10:22 am
 
Forum: Investing - Theory, News & General
Topic: stocks about to plunge
Replies: 39
Views: 8156

Re: Personal Development Books

How about books on personal achievement? Here are three of those that have helped me:
1. Think and Grow Rich, by Napoleon Hill.
2. Maximum Achievement, by Brian Tracy.
3. Self-Made in America, by John McCormack
by Howard Donnelly
Fri Jun 27, 2014 7:23 pm
 
Forum: Personal Consumer Issues
Topic: Personal Development Books
Replies: 39
Views: 3097

Re: Personal Development Books

Here's my problem with Richard Carlson's "Don’t Sweat the Small Stuff." The full title is, "Don’t Sweat the Small Stuff…and it’s all Small Stuff." Terminal illness, death of a loved one, divorce... how can things like that be included in, "and it's all Small Stuff?" A ...
by Howard Donnelly
Fri Jun 27, 2014 3:47 pm
 
Forum: Personal Consumer Issues
Topic: Personal Development Books
Replies: 39
Views: 3097

Re: Personal Development Books

Here's my problem with Richard Carlson's "Don’t Sweat the Small Stuff." The full title is, "Don’t Sweat the Small Stuff…and it’s all Small Stuff." Terminal illness, death of a loved one, divorce... how can things like that be included in, "and it's all Small Stuff?"
by Howard Donnelly
Thu Jun 26, 2014 9:44 pm
 
Forum: Personal Consumer Issues
Topic: Personal Development Books
Replies: 39
Views: 3097

Re: Personal Development Books

Thank you again for the suggestions. I'll read several of the books that have been recommended.
How about books by Brian Tracy, Tony Robbins, Zig Ziglar, etc.? Any comments on those, favorable or unfavorable?
by Howard Donnelly
Wed Jun 25, 2014 9:21 am
 
Forum: Personal Consumer Issues
Topic: Personal Development Books
Replies: 39
Views: 3097
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