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  Topic: DFA Founder Gives $300 Million to Chicago School of Business
mwgr5

Replies: 1
Views: 654

PostForum: Investing - Theory, News & General   Posted: Thu Nov 06, 2008 7:49 pm   Subject: DFA Founder Gives $300 Million to Chicago School of Business
http://online.wsj.com/article/SB122601317069606639.html?mod=testMod

The University of Chicago's business school will get a $300 million boost to its endowment -- and a new name -- from David Booth, ...
  Topic: Tips on answering the question - WHAT SHOULD I DO?
mwgr5

Replies: 94
Views: 32560

PostForum: Investing - Theory, News & General   Posted: Fri Oct 24, 2008 11:37 am   Subject: Tips on answering the question - WHAT SHOULD I DO?
Excellent advice. It is critical to not act emotionally during market downturns.
  Topic: Poll 1. How many funds are you invested in?
mwgr5

Replies: 9
Views: 1608

PostForum: Investing - Theory, News & General   Posted: Fri Sep 05, 2008 12:25 pm   Subject: Poll 1. How many funds are you invested in?
I slice and dice also with about 6 funds. I am surprised so many people have more than 12 funds.
  Topic: Survivorship bias in action....2.8 Billion fund closes
mwgr5

Replies: 8
Views: 1536

PostForum: Investing - Theory, News & General   Posted: Fri Sep 05, 2008 12:22 pm   Subject: Survivorship bias in action....2.8 Billion fund closes
Top hedge funds have offered high returns with low correlations to general markets. These beneficial characteristics are supported by the huge flow of capital to the hedge fund space over the past 10 ...
  Topic: How much are you down?
mwgr5

Replies: 102
Views: 13994

PostForum: Investing - Theory, News & General   Posted: Fri Sep 05, 2008 12:16 pm   Subject: How much are you down?
My 100% equities portfolio that is overweight value and small cap stocks is down about 13% this year. (Yesterday didn't help)
  Topic: why is the dow referred to as 'the maket'?
mwgr5

Replies: 19
Views: 2550

PostForum: Investing - Theory, News & General   Posted: Sun Aug 10, 2008 8:50 am   Subject: why is the dow referred to as 'the maket'?
I agree it is a tradition. Many people use the S&P now as the market though.
  Topic: starting a Roth IRA
mwgr5

Replies: 2
Views: 651

PostForum: Investing - Help with Personal Investments   Posted: Sun Aug 10, 2008 8:48 am   Subject: starting a Roth IRA
Yeah there is no problem with starting now if you will have future earned income this year.
  Topic: SEC to Curb Short Selling - WSJ
mwgr5

Replies: 35
Views: 4083

PostForum: Investing - Theory, News & General   Posted: Thu Jul 17, 2008 8:14 pm   Subject: SEC to Curb Short Selling - WSJ
Yeah this rule is kind of complete BS. It isn't really going to do much. It only lasts 7 days. Basically before when shorting you just needed a locate from a broker who had a reasonable assumption tha ...
  Topic: Hedge Fund Millions Reduced to Nothing
mwgr5

Replies: 30
Views: 5477

PostForum: Investing - Theory, News & General   Posted: Sat Jul 12, 2008 9:12 pm   Subject: Hedge Fund Millions Reduced to Nothing
While no mutual fund lost 100%, PBHG, American Heritage and the like came pretty darn close Smile, but even those mutual funds look respectable when compared to hedge funds.

The hedge fund industry (t ...
  Topic: Wisdom of the "Experts"
mwgr5

Replies: 6
Views: 1552

PostForum: Investing - Theory, News & General   Posted: Fri Jul 11, 2008 8:32 pm   Subject: Wisdom of the "Experts"
I think this is a good contrarian indicator, but it is impossible to pick a bottom . The best idea is to keep investing for the long run and re balance your portfolio.
  Topic: Hedge Fund Millions Reduced to Nothing
mwgr5

Replies: 30
Views: 5477

PostForum: Investing - Theory, News & General   Posted: Fri Jul 11, 2008 8:30 pm   Subject: Hedge Fund Millions Reduced to Nothing
I share many of the feelings echoed that some hedge funds are not wise investments and the fee structure for those funds is not reasonable.

The fund featured in this article was highly concentrated ...
  Topic: hedge funds and career advice
mwgr5

Replies: 43
Views: 6037

PostForum: Investing - Theory, News & General   Posted: Fri Jul 11, 2008 8:22 pm   Subject: hedge funds and career advice
I am currently interning at a top 40 hedge fund in terms of AUM.

First, I think it is important to end up at a fund with a large amount of assets as there are definite economies of scale in this b ...
  Topic: Total ETF Portfolio
mwgr5

Replies: 18
Views: 4632

PostForum: Investing - Help with Personal Investments   Posted: Fri Jul 11, 2008 7:59 pm   Subject: Total ETF Portfolio
I'm interested in Piper's question too. GWX and SCZ seem more like true indexes than WisdomTree. GWX has a volume of over 100,000 shares and an average market cap portfolio of about 950 million.

SC ...
  Topic: Bear Market
mwgr5

Replies: 24
Views: 4118

PostForum: Investing - Help with Personal Investments   Posted: Fri Jul 11, 2008 7:52 pm   Subject: Bear Market
Like others have said this is a good time to test your ability to stay the course . At my firm, I hear many people saying they are allocating all of their 401k contributions to cash. By staying the co ...
  Topic: Meet the Vanguard Diehards Bloggers
mwgr5

Replies: 10
Views: 9845

PostForum: Reference Library and Wiki   Posted: Sun Oct 28, 2007 10:52 am   Subject: Meet the Vanguard Diehards Bloggers
I blog at SharpeInvesting.com (http://www.sharpeinvesting.com/). I try to blog about more advanced financial concepts and also more material related to investment banking and other wall street careers ...
  Topic: S&P 500 now head of Berkshire for Last 5 years
mwgr5

Replies: 12
Views: 2338

PostForum: Investing - Theory, News & General   Posted: Sun Sep 09, 2007 9:10 am   Subject: S&P 500 now head of Berkshire for Last 5 years
Other posters have echoed this argument, but the 5 year time frame is data mining. If you look at longer timer frames, which yield more beneficial information, BRK has performed very well. Also, it ma ...
  Topic: Widescreen 24 inch monitor with old 19 inch monitor
mwgr5

Replies: 19
Views: 4601

PostForum: Personal Finance (Not Investing)   Posted: Tue Aug 28, 2007 5:43 pm   Subject: Widescreen 24 inch monitor with old 19 inch monitor
I have a 20in and 17in lcd monitors side by side. It makes doing work and almost every activity on the computer better.
  Topic: Buffett, Grantham, Miller, Schiller on the correction
mwgr5

Replies: 6
Views: 2031

PostForum: Investing - Theory, News & General   Posted: Fri Aug 17, 2007 1:20 pm   Subject: Buffett, Grantham, Miller, Schiller on the correction
The wisdom of buffet and many of these other famous investors is further highlighted by the failures of hedge funds and other advanced investment strategies.
  Topic: BACK TO BASICS WITH JACK BOGLE - PILLAR 6
mwgr5

Replies: 4
Views: 1716

PostForum: Investing - Theory, News & General   Posted: Wed Aug 15, 2007 10:49 am   Subject: BACK TO BASICS WITH JACK BOGLE - PILLAR 6
Pillar 5 - http://www.diehards.org/forum/viewtopic.php?t=4817&highlight=pillar

Pillar 4 - http://www.diehards.org/forum/viewtopic.php?t=4686
  Topic: International Taxable Account Fund Choices
mwgr5

Replies: 3
Views: 1017

PostForum: Investing - Help with Personal Investments   Posted: Wed Aug 15, 2007 9:07 am   Subject: International Taxable Account Fund Choices
I am currently determining how to slice and dice the international component of my portfolio. Currently the international segment of my portfolio is all in a taxable account invested in the vanguard t ...
  Topic: Are the markets making you nervous?
mwgr5

Replies: 63
Views: 14794

PostForum: Investing - Theory, News & General   Posted: Wed Aug 15, 2007 9:01 am   Subject: Are the markets making you nervous?
As a young investor I am hoping for a market crash. However, as a young person seeking future employment, I am nervous that the market will impact the finance job market.
  Topic: The Big Picture As Markets Retreat
mwgr5

Replies: 7
Views: 1991

PostForum: Investing - Theory, News & General   Posted: Wed Aug 15, 2007 8:59 am   Subject: The Big Picture As Markets Retreat
I also think the fed should stand firm for the short term. Bailing out those who took huge risk would not be wise long term option. Also, I think as a bull market progresses, people become more acusto ...
  Topic: BACK TO BASICS WITH JACK BOGLE - PILLAR 6
mwgr5

Replies: 4
Views: 1716

PostForum: Investing - Theory, News & General   Posted: Wed Aug 15, 2007 8:54 am   Subject: BACK TO BASICS WITH JACK BOGLE - PILLAR 6
This is a critical point. Costs can have dramatic impact over the long run. I think most bogleheads view this point as common sense or a "no brainer." However, as Bogle was saying, many new ...
  Topic: New Portal Market
mwgr5

Replies: 2
Views: 767

PostForum: Investing - Help with Personal Investments   Posted: Tue Aug 14, 2007 2:04 pm   Subject: New Portal Market
Goldman sachs also has a similar market called GSTRUE. The central idea is to reduce regulation but still allow companies to raise capital.I think this idea will be popular for hedge funds, and Privat ...
  Topic: Comment on Investment Advisors in Fed News Radio
mwgr5

Replies: 1
Views: 805

PostForum: Investing - Theory, News & General   Posted: Tue Aug 14, 2007 1:57 pm   Subject: Comment on Investment Advisors in Fed News Radio
Performance of investment advice from newsletters has historically been very poor. Many newsletters that perform well in previous years do poorly in future years.

I think the point about using news ...
  Topic: Could China cause a US$ crash?
mwgr5

Replies: 28
Views: 7650

PostForum: Investing - Theory, News & General   Posted: Wed Aug 08, 2007 8:35 am   Subject: Could China cause a US$ crash?
China and the US have an interdependence that reduces the odds that China would ever do something like this. Also, China has made investments in the US, such as a $3Billion investment in Blackstone.
  Topic: Recommendation for the domestic/international allocation
mwgr5

Replies: 34
Views: 10523

PostForum: Investing - Help with Personal Investments   Posted: Tue Aug 07, 2007 9:01 am   Subject: Recommendation for the domestic/international allocation
Interesting Discussion.

Has Bogle's opinion about international allocations changed? I thought he suggested no need for international allocation or a very small international allocation because a l ...
  Topic: The Rise of the Alternative Investment Market
mwgr5

Replies: 6
Views: 1523

PostForum: Investing - Theory, News & General   Posted: Mon Aug 06, 2007 11:16 am   Subject: The Rise of the Alternative Investment Market
Alternative investment exchanges also seem to be gaining popularity. Recently, Goldman Sach's created GSTrUE and NASDAQ is also considering creating a somewhat unregulated private exchange. These allo ...
  Topic: Convert TM Int'l. to ETF or Wait for Admiral?
mwgr5

Replies: 15
Views: 3633

PostForum: Investing - Help with Personal Investments   Posted: Thu Jul 26, 2007 9:25 am   Subject: Convert TM Int'l. to ETF or Wait for Admiral?
I would just wait for the admiral, but I think this choice is also a factor of how frequently you make conributions. The more frequently you make contributions, the higher total commissions will be wh ...
  Topic: Hedge Fund Guy Reviews John Bogle's New Book
mwgr5

Replies: 20
Views: 4806

PostForum: Investing - Theory, News & General   Posted: Wed Jul 25, 2007 12:05 pm   Subject: Hedge Fund Guy Reviews John Bogle's New Book
Funny article....It is always good to be a hedge fund manager, but not always good to be a hedge fund investor.
  Topic: what other investing forums do you visit?
mwgr5

Replies: 16
Views: 4720

PostForum: Investing - Help with Personal Investments   Posted: Tue Jul 24, 2007 12:05 pm   Subject: what other investing forums do you visit?
I have looked for other investing forums, but none compare to the quality of this forum.
  Topic: Who Wants to Be a Millionaire? Just turn off the TV!
mwgr5

Replies: 50
Views: 14159

PostForum: Investing - Theory, News & General   Posted: Tue Jul 24, 2007 9:38 am   Subject: Who Wants to Be a Millionaire? Just turn off the TV!
I don't watch that much TV either. However, I really enjoy watching sports, news, and documentaries on TV. People need some form of entertainment. Not everyone is entertained by sitting in a room and ...
  Topic: in case anyone hasnt noticed
mwgr5

Replies: 10
Views: 3358

PostForum: Investing - Help with Personal Investments   Posted: Tue Jul 24, 2007 8:46 am   Subject: in case anyone hasnt noticed
Thanks Larry. In general, I think this post illustrates how little even experts know about what the direction the market or specific sectors are moving. I think this further demonstrates the importanc ...
  Topic: John Brennan - Client Loyalty
mwgr5

Replies: 22
Views: 6498

PostForum: Investing - Theory, News & General   Posted: Mon Jul 23, 2007 12:38 pm   Subject: John Brennan - Client Loyalty
I think client loyalty can also hurt investors. For example, many people invest money with financial planners. Many of these planners utilize load funds that have high expenses. However, clients becom ...
  Topic: The Arithmetic of Fundamental Indexing
mwgr5

Replies: 16
Views: 3991

PostForum: Investing - Theory, News & General   Posted: Mon Jul 23, 2007 12:34 pm   Subject: The Arithmetic of Fundamental Indexing
Barclays seems to be showing more interest in indexing. I recently heard that Barclays is creating, or has already created, target retirement funds for large companies' retirement plants that are most ...
  Topic: Notebook PC for college student
mwgr5

Replies: 47
Views: 14157

PostForum: Personal Finance (Not Investing)   Posted: Sun Jul 22, 2007 11:10 pm   Subject: Notebook PC for college student
I'm not sure if this has been mentioned, but make sure to check with your child's school if they have special student discounts. The college I go has special student deals with dell and Apple, for exa ...
  Topic: Anyone Believe in Socially Responsible Investing?
mwgr5

Replies: 46
Views: 16938

PostForum: Investing - Theory, News & General   Posted: Sat Jul 21, 2007 9:27 pm   Subject: Anyone Believe in Socially Responsible Investing?
I think socially responsible is a good idea and theory and it is good to support companies that help their employees, the environment, and other areas. However, I don't think there are attractive fund ...
  Topic: Link - How to invest like Yale's David Swenson
mwgr5

Replies: 44
Views: 14983

PostForum: Investing - Theory, News & General   Posted: Fri Jul 20, 2007 4:04 pm   Subject: Link - How to invest like Yale's David Swenson
As the previous poster mentioned Swensen's strategy relied on heavily on the use of alternative assets. A large amount of the portfolio was in real estate, natural resources, and there were also alloc ...
  Topic: Bogle on the THE INDEX INVESTING SHOW
mwgr5

Replies: 3
Views: 1296

PostForum: Investing - Theory, News & General   Posted: Fri Jul 20, 2007 3:06 pm   Subject: Bogle on the THE INDEX INVESTING SHOW
Thanks for the link. I'm looking forward to watching the interview.
  Topic: Whole Foods CEO Attacked Rival Online
mwgr5

Replies: 14
Views: 3268

PostForum: Personal Finance (Not Investing)   Posted: Fri Jul 20, 2007 12:06 pm   Subject: Today's WSJ
There is a front page article in the Wall Street Journal about the whole foods CEO. It appears, the CEO has a large ego or is atleast very competitive.

From the article:

John Mackey has never ne ...
  Topic: Free portfolio analysis and tracking tools
mwgr5

Replies: 19
Views: 5158

PostForum: Investing - Theory, News & General   Posted: Fri Jul 20, 2007 11:54 am   Subject: Free portfolio analysis and tracking tools
Also, Morningstar and MSN Money have very good free portfolio trackers. You enter specific transactions from investments in your portfolio and the programs can track performance information and other ...
  Topic: Overweighting large cap a good idea?
mwgr5

Replies: 3
Views: 1225

PostForum: Investing - Theory, News & General   Posted: Thu Jul 19, 2007 4:02 pm   Subject: Overweighting large cap a good idea?

I would believe that few people actually underweight large cap stocks, when looking at investors in the aggregate - but for the few that do understand the small premium, many of those that underweig ...
  Topic: Overweighting large cap a good idea?
mwgr5

Replies: 3
Views: 1225

PostForum: Investing - Theory, News & General   Posted: Thu Jul 19, 2007 3:39 pm   Subject: Overweighting large cap a good idea?
In other words, in the new economy, we all have to be entrepreneurs with our own lives - with all the rewards and risks and, yes, anxieties that entails.

This is an excerpt from the article you pos ...
  Topic: Newbie - asset allocation
mwgr5

Replies: 5
Views: 1214

PostForum: Investing - Help with Personal Investments   Posted: Thu Jul 19, 2007 3:22 pm   Subject: Newbie - asset allocation
Here are my brief recommendations without getting into specific allocation percentages.

It appears you have either been performance chasing (picking investments based on recent performance) or have ...
  Topic: Roth or 401K
mwgr5

Replies: 8
Views: 2180

PostForum: Investing - Help with Personal Investments   Posted: Thu Jul 19, 2007 11:51 am   Subject: Roth or 401K
I agree with the above posters. You are in a low tax bracket. It is probable that you will be in a higher tax bracket at retirement, or national tax rates in general will be higher. While it may be at ...
  Topic: Warren Buffett: Try index funds
mwgr5

Replies: 8
Views: 2772

PostForum: Investing - Theory, News & General   Posted: Thu Jul 19, 2007 8:29 am   Subject: Warren Buffett: Try index funds
I have always been impressed with Buffett's ideas. Even though he is an active investor, he still engages in a strategy supported by many of the suggestions presented on this forum. For example, Buffe ...
  Topic: Back to Basics with John Bogle
mwgr5

Replies: 20
Views: 7749

PostForum: Investing - Theory, News & General   Posted: Wed Jul 18, 2007 8:39 am   Subject: Back to Basics with John Bogle
I think this is a very important concept. With the overwhelming amount of investing information and media, it is easy to assume that investing is a difficult task that requires the help of "exper ...
  Topic: How to learn Excel?
mwgr5

Replies: 11
Views: 3454

PostForum: Personal Finance (Not Investing)   Posted: Wed Jul 18, 2007 8:24 am   Subject: How to learn Excel?
The excel help forum (google that name for it) is a great place to ask specific excel questions.
  Topic: John Bogle's Comments On ETFs
mwgr5

Replies: 14
Views: 3840

PostForum: Investing - Theory, News & General   Posted: Tue Jul 17, 2007 3:14 pm   Subject: John Bogle's Comments On ETFs
Bogle sites drawbacks to etfs in [url=http://link.brightcove.com/services/link/bcpid86195573/bclid86272812/bctid1043345575]this video on the Wall street journal online.
  Topic: Optimal Early Retirement Stock/Bond Asset Allocations
mwgr5

Replies: 14
Views: 2964

PostForum: Investing - Theory, News & General   Posted: Tue Jul 17, 2007 11:36 am   Subject: Optimal Early Retirement Stock/Bond Asset Allocations
I found this William Bengen article to be interesting. It's one of the Journal of Financial Planning's Best of 25 Years articles and it's entitled Determining Withdrawal Rates Using Historical DataDes ...
 
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