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Ken Schwartz

Joined: 27 Feb 2007 Posts: 2254 Location: USA
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Posted: Tue Apr 15, 2008 12:10 am Post subject: Wiki? |
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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. _________________ Best wishes,
Ken |
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jimmydean

Joined: 13 Mar 2007 Posts: 85 Location: Germany (for now)
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Posted: Tue Apr 15, 2008 2:24 am Post subject: I agree |
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| 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
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Posted: Tue Apr 15, 2008 8:55 am Post subject: |
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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
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Posted: Tue Apr 15, 2008 10:22 am Post subject: Re: I agree |
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| 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.
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
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Posted: Tue Apr 15, 2008 10:34 am Post subject: |
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| 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. _________________ Best wishes,
Ken
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
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Posted: Tue Apr 15, 2008 11:07 am Post subject: |
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| 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
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Posted: Tue Apr 15, 2008 4:06 pm Post subject: |
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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. _________________ Best wishes,
Ken |
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NYCPete

Joined: 12 Apr 2007 Posts: 516 Location: New York, NY (NY/NJ/CT Diehard Chapter)
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Posted: Tue Apr 15, 2008 4:29 pm Post subject: |
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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 _________________ To the extent that a fool knows his foolishness,
He may be deemed wise
A fool who considers himself wise
Is indeed a fool.
Buddha |
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Barry Barnitz Librarian

Joined: 19 Feb 2007 Posts: 1385 Location: Virginia Beach
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Posted: Tue Apr 15, 2008 11:24 pm Post subject: Many thanks |
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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 _________________
blb
December Birthday Celebration: Ludwig van Beethoven |
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Ken Schwartz

Joined: 27 Feb 2007 Posts: 2254 Location: USA
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Posted: Wed Apr 16, 2008 9:00 am Post subject: |
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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. _________________ Best wishes,
Ken |
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tfb

Joined: 19 Feb 2007 Posts: 3215
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Posted: Wed Apr 16, 2008 5:11 pm Post subject: |
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| 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? _________________ Did you search the forums and the wiki?
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mikenz
Joined: 10 Mar 2007 Posts: 699
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Posted: Thu Apr 17, 2008 2:08 am Post subject: |
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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
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Posted: Thu Apr 17, 2008 9:51 am Post subject: |
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| 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.) _________________ Best wishes,
Ken |
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mikenz
Joined: 10 Mar 2007 Posts: 699
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Posted: Thu Apr 17, 2008 1:56 pm Post subject: |
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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
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Posted: Thu Apr 17, 2008 2:09 pm Post subject: Wiki |
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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
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Posted: Thu Apr 17, 2008 2:32 pm Post subject: |
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| 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. _________________ Best wishes,
Ken |
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mikenz
Joined: 10 Mar 2007 Posts: 699
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Posted: Thu Apr 17, 2008 2:54 pm Post subject: |
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| 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
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Posted: Thu Apr 17, 2008 4:52 pm Post subject: Mike and all: |
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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 _________________
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
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Posted: Thu Apr 17, 2008 6:50 pm Post subject: |
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| 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
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Posted: Thu Apr 17, 2008 6:59 pm Post subject: |
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| 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
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Posted: Thu Apr 17, 2008 7:55 pm Post subject: |
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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
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Posted: Thu Apr 17, 2008 8:02 pm Post subject: updated page: |
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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 _________________
blb
December Birthday Celebration: Ludwig van Beethoven |
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