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Ken Schwartz



Joined: 27 Feb 2007
Posts: 2254
Location: USA

PostPosted: Tue Apr 15, 2008 12:10 am    Post subject: Wiki? Reply with quote

In this post Barry Barnitz reveals his testing of a forum wiki. I think it's a great idea. Contributing to a wiki would help many of us crystallize our investing thoughts, and we could link to it extensively in answering newbie questions.
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jimmydean



Joined: 13 Mar 2007
Posts: 85
Location: Germany (for now)

PostPosted: Tue Apr 15, 2008 2:24 am    Post subject: I agree Reply with quote

Since no one's replied yet, I want to bump this up a little and say that I would definitely find the forum wiki useful.
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HueyLD



Joined: 14 Jan 2008
Posts: 1404

PostPosted: Tue Apr 15, 2008 8:55 am    Post subject: Reply with quote

Ken,

Thank you for pointing out this "jewel." Even a 20+ year Boglehead can learn something from this link.
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PaPaw



Joined: 10 Mar 2008
Posts: 400

PostPosted: Tue Apr 15, 2008 10:22 am    Post subject: Re: I agree Reply with quote

jimmydean wrote:
Since no one's replied yet, I want to bump this up a little and say that I would definitely find the forum wiki useful.


I hesitate to do "me too" posts, but in this case it seemed wise to show support. I only wish that I had enough talent to do a wiki. I do hope those Boglehead writer types would consider developing the wiki further, I think it would help recruit new Bogleheads ... and if enough new Bogleheads join the investment realm, currently unimaginable good things could happen. Laughing

My kudos to Barry for the Money Market wiki, it is great.
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Ken Schwartz



Joined: 27 Feb 2007
Posts: 2254
Location: USA

PostPosted: Tue Apr 15, 2008 10:34 am    Post subject: Reply with quote

PaPaw wrote:
I only wish that I had enough talent to do a wiki. I do hope those Boglehead writer types would consider developing the wiki further, ...

The point of a wiki is that everyone can contribute. You don't need to be a wide ranging investment expert. Maybe you know a lot about bank CDs, or you're good at making editorial corrections & improvements.

I wonder if there are any plans to move the wiki from test status to ready for primetime.
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Last edited by Ken Schwartz on Tue Apr 15, 2008 4:09 pm; edited 1 time in total
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PiperWarrior



Joined: 21 Dec 2007
Posts: 4068
Location: right on course

PostPosted: Tue Apr 15, 2008 11:07 am    Post subject: Reply with quote

I second wiki. I've been tempted to write an FAQ more than once, but I haven't do a lot so far. That kind of thing is fairly easy with wiki because we can incrementally add things. Contributions from various people should make the contents fairly objective and informative.
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Ken Schwartz



Joined: 27 Feb 2007
Posts: 2254
Location: USA

PostPosted: Tue Apr 15, 2008 4:06 pm    Post subject: Reply with quote

Here's most of a relevant PM I got from Barry Barnitz. I'm reproducing it with Barry's permission.

Barry Barnitz wrote:
Hi Ken:

I created this test wiki as an offshoot of Alex's openness to the concept:
Post

I have selected a simple free, off the shelf wiki format (more powerful versions are available from the vendor at monthly fees.)
Here is a list of the edits and formats I have created for this sample wiki, which were quite easy to execute, a happy chance, since I am not a technical whiz by any stretch of the imagination.

1. I was able to recreate the Bogleheads Forum logo for the header (although the free platform only allows a logo to appear for three hours).
2. I created a table of contents for the main page.
3. I created a page, and, as a sample, copied Laura's sticky post on Investment Planning from the Portfolio Help forum and edited it for wiki format. With my browser I had to use the control-v command to paste the copy, but this worked efficiently, all words and links transferred perfectly. I then made a link to this page available on the main page.
4. I created four additional sample pages, all dealing with fixed income investments. I tagged these pages as fixed income and placed them in a folder titled Fixed Income Securities. I found that the default ordering in a folder is alphabetical, so I renamed the pages with numbering, to establish a logical sequence. I then linked this folder on the main page. I composed a sample wiki page for Money Markets, which can be found in the Fixed Income Securities folder.
5. In the sidebar, I created sample links to the diehards.org site, the Vanguard home page, and the SEC Vanguard home page. The sidebar can also be set up for use as a navigation page.

I have composed, or am in the process of composing, a few additional test pages:

Fiduciary Transfers (posted on a wiki for my blog)
Bonds

Alex may very well choose another wiki vendor and format for the forum, especially since we would want the wiki to be in-house for both editorial and posting control, but this gives one a hint of what may be done.

Although I have sent out invitations to selected Forum members to sign up and play with the wiki, I have had no takers. ( I am hoping that they are waiting for Alex to set up and choose the platform.)
...
regards,
Barry

I intend to sign up and experiment with the test wiki.
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NYCPete



Joined: 12 Apr 2007
Posts: 516
Location: New York, NY (NY/NJ/CT Diehard Chapter)

PostPosted: Tue Apr 15, 2008 4:29 pm    Post subject: Reply with quote

Awesome idea. If it gets big, it will show higher up in search engine results and will then draw more people to the forum, so more people can be helped.

Also, more easily searchable than using the forum for basic topics. Would be a great tool for people to use when discussing/debating technical issues when they need to reference their claims/evidence.

Again, awesome idea.

Best,
Peter
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Barry Barnitz
Librarian


Joined: 19 Feb 2007
Posts: 1385
Location: Virginia Beach

PostPosted: Tue Apr 15, 2008 11:24 pm    Post subject: Many thanks Reply with quote

Hi:
Thanks for the kind words. If any forum member would like to sign up and gain access to posting, writing, and editing on this test wiki please pm me here at the forum and supply me with an email address. With this address I can add you to the wiki list of writers. I am not yet completely familiar with the sign up procedures, but I believe that once I have established you as a writer you will immediately receive an invitation e-mail to join the wiki. You will be asked to provide an email sign-in and a self chosen password. After completing this process, you should be able to log on to the Bogleheads Wiki and have full opportunity to create pages and content and get a feel for the wiki medium.

The Bogleheads Wiki

Here is a listing of the wiki's cast of characters, along with their functions.

Administrators [For Better or Worse this happens to be me]
As the wiki's creator, you are the admin. As the admin, you are the god of your wiki. You can delete pages, change and disable invite keys for Editors, Writers, and Readers. Admins alone have access to the wiki's Settings page. Only share an Admin password with people you really trust!

Editors
Editors are trusted helpers who are super-privileged Writers. They can delete pages and files, including revisions and revision histories. Editors should be highly trusted, since they can delete your data irrevocably.

Writers
The recommended default for sharing. Writers can edit pages and revert pages to previous versions. They can also upload new files and create new pages. Writers don't need to be super-trusted, since they cannot perform any action that cannot be undone.

One excellent potential byproduct of our experimentation is the likelihood that whatever quality content we develop on this test wiki will be transferred over to whatever platform is established for the official Bogleheads Wiki.

regards,
Barry
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blb
December Birthday Celebration: Ludwig van Beethoven
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Ken Schwartz



Joined: 27 Feb 2007
Posts: 2254
Location: USA

PostPosted: Wed Apr 16, 2008 9:00 am    Post subject: Reply with quote

I'd encourage interested folks to accept Barry's offer and sign up. I can see a wiki serving eventually as a super-enhanced reference library for the forum.

The PBwiki software we're using is a free version of a commercial program. PBwiki makes it easy to get started, but that's just good business! There are open source alternatives out there, most notably MediaWiki, a PHP application and the software behind Wikipedia. Are there any technically proficient Bogleheads who would be willing to create a test wiki using MediaWiki? I believe a high level of server access is required.
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tfb



Joined: 19 Feb 2007
Posts: 3215

PostPosted: Wed Apr 16, 2008 5:11 pm    Post subject: Reply with quote

Barry Barnitz wrote:
Although I have sent out invitations to selected Forum members to sign up and play with the wiki, I have had no takers. ( I am hoping that they are waiting for Alex to set up and choose the platform.)


Yup, waiting until we have an official wiki platform hosted by diehards.org. Don't want to spend a bunch of time learning a wiki system or create a bunch of content there if it's not going to be the one we end up using. Will have to re-learn a different system and migrate the content. Commercial wiki farm vendors are out there for making profits. Free limited service today may become not-free tomorrow. Clean pages today may become full of ads tomorrow. I'd rather deal with a community supported site than a commercial vendor. We learned our lessons from the M* experience, didn't we?
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mikenz



Joined: 10 Mar 2007
Posts: 699

PostPosted: Thu Apr 17, 2008 2:08 am    Post subject: Reply with quote

I suggested to Barry that the wiki would probably be more successful if we had a pre-arranged "skeleton" of pages so that contributors would post new content in an organized manner.

This is a 10-minute off the top of my head list, but here's what I mean. It needs work, maybe is too detailed, feel free to change it around.

Not sure if it can actually be applied to the wiki, depending on the software used.

Code:

For beginners
   FAQ
   Education
      Bond Basics
      Indexing
      Diversification
      Buy and Hold
   Sample Portfolios
   Book List
   Online Resources

Investment Topics
  Inflation
  Recession
  Historical/Expected Returns
  Mutual Fund and Fees
  ETFs
     bid-ask spreads
  DFA
  Hedge funds
  Private Equity
  Theory
     Indexing
     Active vs. Passive Investing
     Market Timing
     Momentum Investing
     Efficient Frontier
     CAPM
     EMT
     Fama & French
     Small and Value premiums
     Modern Portfolio Theory
     Mean Variance Optimization
     Risk
     Reversion to the Mean
     Diversification
     Correlation
  Best Practices
     Company Stock
     Funding 401k, IRAs, taxable
     Dollar Cost Averaging (or not!)
     Rebalancing
     Tax Loss Harvesting
     etc.
  Pitfalls
     Market Timing
     Performance Chasing
     Recency bias
     Survivorship bias
     High cost and active funds
     Individual Stocks
         

Tax Issues
  Retirement
  Roth Conversions
  Tax Loss Harvesting

 
Retirement Topics
   Saving for retirement
     How much do I need?
     Retirement Plans
       401k, 403b, TSP
       Simple, Traditional, Roth IRAs
  Safe Withdrawal Rates
  Retirement Calculators
  Bucket Strategies
  Bond Ladders
  Annuities
  Insurance
  Healthcare
  Early Retirement
  Dividend Investing
  RMDs
  Social Security

Personal Finance
  Mortgages
  Insurance

Saving for College
   529 plans

Domestic Stocks
   500 Index vs Total Market
   Slice and Dice vs Total Market
   Sector Funds

International Stocks
   Correlation with Domestic
   What percentage international?
   Developed
   Emerging Markets
   Slice and Dice International
   Tax Issues

Bonds
   FAQ
   Treasury vs. Corporate
   TIPS and I Bonds
   Mortgage Backed
   Municiple
      Muni bond calculators
   High Yield
   Yield Curve
   International
   Emerging Markets

REIT
   Domestic
   International

Commodities
   Gold and precious metals
   commodities
   CCF

Asset Allocation
   Personal Assessment
      Risk Tolerance
      Need to take risk
      Investment horizon
      Investment target
      Expected Returns
   Stock/Bond
   Domestic/International
   Diversification
   Rebalancing
   Portfolios
      Asset Location
      Core Four
      Lazy/Couch Potato Portfolios
      Slice and Dice
      Fund of Funds
      Target Retirement Funds
      Archive of example "Laura" portolios from real life?

Resources and Market Data
   Historical Returns
   Historical Correlations
   Fund Tickers and ERs
   Simba spreadsheet
   Rebalancing and other contributed spreadsheets
   portfolio software links/reviews
   book reviews

External Web Links
  Fund Companies
  Treasury Direct
  Tools
     calculators( firecalc etc)
     M*
     T Rowe Price
  Advisors?
  News
  Charts
  Research
  Dan Wiener Newsletter
  Blogs

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Ken Schwartz



Joined: 27 Feb 2007
Posts: 2254
Location: USA

PostPosted: Thu Apr 17, 2008 9:51 am    Post subject: Reply with quote

mikenz wrote:
I suggested to Barry that the wiki would probably be more successful if we had a pre-arranged "skeleton" of pages so that contributors would post new content in an organized manner.

You're circumventing the intent of a wiki. A wiki is collaborative in nature. While some guidelines are needed, there's no centralized authority to enumerate the desired topics. As a contributor, you are very free to write articles on topics you feel have been neglected. (You're also encouraged to edit existing articles concerning topics about which you have some knowledge.)
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mikenz



Joined: 10 Mar 2007
Posts: 699

PostPosted: Thu Apr 17, 2008 1:56 pm    Post subject: Reply with quote

Ok, I was just speaking from work experience, where we have a wiki that became a real mess because people created new pages on topics that already existed, had pointers to pages that didn't exist or had been moved, and it was impossible to navigate around without just using the search function.

I had something more in mind like our library topic, where you have lots of headings already there, people can add more, and people can post new articles under each heading. And of course with the wiki you can also edit existing stuff.
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Mel Lindauer
Moderator


Joined: 19 Feb 2007
Posts: 9106
Location: Florida

PostPosted: Thu Apr 17, 2008 2:09 pm    Post subject: Wiki Reply with quote

FWIW, I like the organized structure that Mike suggested, since it list various topics that folks can flesh out and contribute to.

Regards,

Mel
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Ken Schwartz



Joined: 27 Feb 2007
Posts: 2254
Location: USA

PostPosted: Thu Apr 17, 2008 2:32 pm    Post subject: Reply with quote

mikenz wrote:
Ok, I was just speaking from work experience, where we have a wiki that became a real mess because people created new pages on topics that already existed, had pointers to pages that didn't exist or had been moved, and it was impossible to navigate around without just using the search function.

I had something more in mind like our library topic, where you have lots of headings already there, people can add more, and people can post new articles under each heading. And of course with the wiki you can also edit existing stuff.

When you put it that way, I suppose the index idea has merit. It can provide an enumeration of the subjects most obviously requiring contributions. It shouldn't serve to discourage folks from writing other articles, assuming they're relevant to investing.

If the wiki is structured too tightly, it loses most of its advantage over the Forum's current Reference Library. As for wikis becoming messy, I bet they always do. Editorial and structural cleanup by Librarians will be required.
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mikenz



Joined: 10 Mar 2007
Posts: 699

PostPosted: Thu Apr 17, 2008 2:54 pm    Post subject: Reply with quote

I probably went overboard with my list, was just sort of brainstorming. Maybe we'd just need a much shorter list to get started on the right track.
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Barry Barnitz
Librarian


Joined: 19 Feb 2007
Posts: 1385
Location: Virginia Beach

PostPosted: Thu Apr 17, 2008 4:52 pm    Post subject: Mike and all: Reply with quote

MIke et al.:

I created a quick Test Page for your Index, which I modified to some extent. I created a Table of Contents, and provided pages for the first category. Red Titles indicate current wiki content (finished or in progress).

Test Index

The Index should probably be further reduced. It can always be expanded later.

regards,
Barry
edit:typo
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blb
December Birthday Celebration: Ludwig van Beethoven


Last edited by Barry Barnitz on Thu Apr 17, 2008 7:20 pm; edited 1 time in total
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mikenz



Joined: 10 Mar 2007
Posts: 699

PostPosted: Thu Apr 17, 2008 6:50 pm    Post subject: Reply with quote

Wow, that's terrific. On reflection I think I went overboard for sure, but I do think an organized start would help keep things tidy.
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PaPaw



Joined: 10 Mar 2008
Posts: 400

PostPosted: Thu Apr 17, 2008 6:59 pm    Post subject: Reply with quote

For what it is worth, I like the index idea. Should give some structure with a lot of freedom to flesh it out.
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mikenz



Joined: 10 Mar 2007
Posts: 699

PostPosted: Thu Apr 17, 2008 7:55 pm    Post subject: Reply with quote

Upon further reflection, I think what would be good is this:

On the "main" page, have a short index of maybe about 10 entries, something like:

Boglehead Philosophy
Beginner Topics
Investment Theory
Stocks, Bonds and other Asset Classes
Portfolio Construction
Retirement Savings
College Savings
Personal Finance
Resources and Links
Book Reviews

That would fit on the front page. Each of the above would link to an index page for that topic, which could grow as contributions are added. Each page, say Retirement Savings, can have its own index of topics. You could have someone responsible for each topic, say Bob could look after organizing the Retirement section, and Laura the Portfolio section.

I wouldn't just blindly adopt the topics I've come up with either, just brainstorming as I said.
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Barry Barnitz
Librarian


Joined: 19 Feb 2007
Posts: 1385
Location: Virginia Beach

PostPosted: Thu Apr 17, 2008 8:02 pm    Post subject: updated page: Reply with quote

Hi:

Updated test page. Here I have added the introductory elements of the main page. This page, therefore, could function as the main page of the Wiki. I haved added all of the current wiki posts into the index.

Main Page

The abbreviated listing with subtopic indexes is likely the best organizational option.

regards,
Barry
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December Birthday Celebration: Ludwig van Beethoven
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