Monthly Archive: June 2010

Jun
28
2010

avatar

My Investment Fortune Teller

If you keep your eyes and ears open, you’ll find some magical investment barometers.  It might take a few years of careful study, but when you find your own investment “fortune teller,” never let go. I have one I’m going to tell you about. No, it isn’t a revered stock market based newsletter, it’s not …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2010/06/my-investment-fortune-teller/

Jun
21
2010

avatar

Breaking Up is Never Easy – But is it Time?

5yearitch

The 5 and 7 Year Itches One of my friends invests with Raymond James Financial. After reading about the merits of indexed investing, he’s going to ask his advisor what he thinks. The advisor will suggest something like this: “Look, index funds might be fine for part of the portfolio, but you need to adjust …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2010/06/breaking-up-is-never-easy-but-s-it-time/

Jun
18
2010

avatar

Protected: Investment Report – 18 JUN 10

s&p1_17JUN10

There is no excerpt because this is a protected post.

Permanent link to this article: http://andrewhallam.com/2010/06/investmentreport-18-jun-10/

Jun
15
2010

avatar

The World’s Greatest Stock Market Trader?

One of my favourite books of all time is a self-published, 1680 page tome (length based on my 2006 edition) written by Andrew Kilpatrick, called Of Permanent Value—The Story of Warren Buffett. If you’re a big Buffett fan, forget the biographies by Alice Schroeder, Roger Lowenstein or James O’Loughlin. They’re all certainly well done, but …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2010/06/the-world%e2%80%99s-greatest-stock-market-trader/

Jun
13
2010

avatar

How we keep beating the S&P 500 index—by a very wide margin

Few people ever consider the effects of survivorship bias and taxes on actively managed mutual funds, but this study did. According to a study in the Journal of Portfolio Management (26, no. 4, 2000) the average actively managed stock based mutual fund lost to the S&P 500 by 3.2% annually, after taxes, over a 20 …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2010/06/how-we-keep-beating-the-sp-500-index%e2%80%94by-a-very-wide-margin/

Jun
11
2010

avatar

What are You Doing to Make the World a Better Place?

We’re fascinated by money: the acquisition of it, and what it can buy. But we already realize that, beyond having health, a roof over our heads and loved ones around us, money doesn’t really add a lot of value to our lives—and nor do the material things that we can purchase with it. I struggle …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2010/06/what-are-you-doing-to-make-the-world-a-better-place/

Jun
10
2010

avatar

Money Managers Who Make Sense

The financial service industry is rife with conflicts of interest. Big brokerage houses like Merrill Lynch, Raymond James and Edward Jones (to name just three) end up receiving kickbacks from fund companies for referring their products to clients. Academics have coined it “pay to play” fees. The fact that a company like Edward Jones has …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2010/06/money-managers-who-make-sense/

Jun
09
2010

avatar

Are you a Lousy Investor?

If you watch the stock market, the economy, and you think bad news is bad, you’re probably a lousy investor I’m not going to make myself popular when I say this, but investing in the stock market is pretty easy. Long term, there’s an upward trend, so it’s a lot like gambling with the odds …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2010/06/are-you-a-lousy-investor/

Older posts «