I started this account of diversified index funds (ETFs) for Harry (not his real name), a friend of mine on August 15, 2008, shortly before the markets collapsed. I first posted a blog entry about it in May 2009 and hoped that it could serve as an example for “Do it yourself” investors. This particular account …
Monthly Archive: July 2009
Permanent link to this article: http://andrewhallam.com/2009/07/30-07-09-harry-trounced-americas-biggest-mutual-fund-company/
Jul
29
2009
German geriatrics kidnap and torture their financial advisor
Always a guy with a great sense of humour, Ian McGugan, the editor of MoneySense Magazine, found something for his blog that would make any investment advisor cringe–especially those who have lost plenty of their client’s money during the downturn: Read the article
Permanent link to this article: http://andrewhallam.com/2009/07/german-geriatrics-kidnap-and-torture-their-financial-advisor/
Jul
28
2009
What percentage of your portfolio can you spend each year, on retirement?
William Bernstein states with impressive historical evidence, that if you want your retirement money to last as long as you will (and you might live a lot longer than you think) then you shouldn’t plan on withdrawing more than 4% per year. He discusses this in his book, The Four Pillars of Investing, on …
Permanent link to this article: http://andrewhallam.com/2009/07/what-percentage-of-your-portfolio-can-you-spend-each-year-upon-retirement/
Jul
27
2009
Dear Mr. Buffett
I heard that you’re going to be airing a cartoon for kids this fall about money management. I know that you’re a humble guy and that you don’t live extravagantly. But you don’t exactly circulate with Joe the plumber anymore. So I thought I could give you some tips for your cartoon’s curriculum. As a …
Permanent link to this article: http://andrewhallam.com/2009/07/dear-mr-warrenbuffett/
Jul
27
2009
Protected: Purchase Order – 27 JUL 09
There is no excerpt because this is a protected post.
Permanent link to this article: http://andrewhallam.com/2009/07/purchase-order-27-july-09/
Jul
25
2009
Update: Recent Gains Puts Us Ahead of Equity Based Mutual Funds
We’ve continued to distance ourselves from the market this week. I’m not normally one for giving short term performance numbers (because they don’t tend to mean much over the long haul) but I am happy to see that our account is only down 6% during the past 52 weeks. I’ve made comparisons with the mutual …
Permanent link to this article: http://andrewhallam.com/2009/07/update-recent-gains-puts-us-ahead-of-equity-based-mutual-funds/
Jul
23
2009
Performance Summary – 23 July 09
Our Performance: Over the past 52 weeks, we have had a 9.9% advantage over the S&P 500 index. Our 52 week return is minus 12.0%. For fun, I’ll put this performance in perspective. The largest and one of the most respected mutual fund companies in the U.S. is called “American Funds”. We …
Permanent link to this article: http://andrewhallam.com/2009/07/performance-summary-23-july-09/
Jul
23
2009
Protected: Purchase Order – 23 JUL 09
There is no excerpt because this is a protected post.
Permanent link to this article: http://andrewhallam.com/2009/07/purchase-order-23-july-09/
Welcome to My Blog!
I'm Andrew Hallam. Many people aren't comfortable talking about money. It's not usually a conversational dinner-time topic, and its principles are rarely taught in schools. My goal is to have a "conversation" about it here, on this blog. If you read something you find intriguing, please comment or ask your questions!
I am also the author of the book, Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School
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