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“7 Twelve” Portfolio October 2010 Update
Here are the total returns for the 7 Twelve Portfolio through October 2010 (Click to see a larger version): NOTES: This portfolio assumes $1,000,000 initial investment with a 5% income withdrawal on...
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The 7Twelve Portfolio’s Performance for 2010
Here are the year-end returns for the 7Twelve Portfolio that was detailed in Craig Israelsen’s book, 7Twelve: A Diversified Investment Portfolio with a Plan*: As you can see, the results looks pretty...
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Annual Performance Ranking of Various iShares Exchange-Traded Funds
I spent some time putting together the returns of some different asset class (LargeCap, MidCap, SmallCap, International, Emerging Markets, REIT, and Bond) Exchange-Traded Funds offered through iShares....
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Financial Planning Magazine: Indexing Works
Good article: The Big Idea – Indexing Works …according to Vanguard: In four out of seven bear markets since January 1973, the Dow Jones U.S. Total Stock Market Index beat the average actively managed...
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Year to Date Total Returns for S&P 500 and Other Benchmarks (June 2011)
Here are the total returns for the first six months of 2011 for the S&P 500, S&P Midcap 400, S&P Smallcap 600, MSCI EAFE, MSCI ACWI ex US, Barclay’s Aggregate Bond Index, Crude Oil, and...
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Year to Date Total Returns for S&P 500 and Other Benchmarks (July 2011)
Well, another month goes into the history books. As you can see from the graphic I have put together (click on the graphic below to bring up a PDF version), it wasn’t a very good month. This most...
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Interesting Ways to Look at Return and Volatility 1991 – 2011
How’s that for a catchy title? I have monthly total returns for the S&P 500 (S&P 90 prior to February 1957) going all the way back to January 1926. However, I only have the Barclay’s Aggregate...
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Annual Review of the AFM iShares Retirement Portfolio
I have been tracking a retirement portfolio for several years here at AFM. It’s split 30/20/50 between domestic stocks, international stocks, and fixed income, respectively. The domestic stock portion...
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John Bogle: Invest in Index Funds and Diversify…
I read this NY Times article about John Bogle over the weekend. Pretty good piece. I found this part of the article interesting: …he says, long-term investors must hold stocks, because risky as the...
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Comparing the Monthly Performance of Three S&P 500 ETFs
I thought it might be interesting to look at the monthly performance of three different exchange-traded funds that track the S&P 500 Index (iShares S&P 500 Index ETF (IVV), SPDR S&P 500...
View ArticleUseless Quote of the Day
Today’s quote of the day comes to us from the latest Kirk Karlgaard column in Forbes. This is the opening paragraph to his piece: In early 1966 the Dow topped 1000 for the first time. In August 1982...
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Is Pamela Yellen Misleading Her Followers?
I have seen Pamela Yellen’s books before, but never really paid attention to them until I read this piece by Allan Roth. Yellen is known for her “Bank on Yourself” books, a strategy that utilizes whole...
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9 Ways to Save on Shipping This Christmas
The following is a guest post by Andrea Woroch (Twitter and Facebook). With just two weeks until Christmas, holiday shoppers are running out of time to get holiday gifts to loved ones on time. While...
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S&P 500 Annual Total Returns 1926 – 2015
I haven’t posted this information in awhile. I’m trying something new with this post by actually embedding an Excel Spreadsheet into this blog post. We’ll see how it works. I’m a tad excited about the...
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S&P 500 5-Year Rolling Period Returns
At the request of an AFM reader, I will be posting a series of spreadsheets of rolling total returns for the S&P 500 Index. Please note that these returns do not include an adjustment for the CPI....
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S&P 500 10-Year Rolling Total Returns
Here are the 10-Year Rolling Total Returns for the S&P 500. Once again, these returns are not adjusted for the CPI, but DO include dividends. Click here if the spreadsheet fails to load.
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S&P 500 20-Year Rolling Returns
Here are the 20-Year Rolling Total Returns for the S&P 500. Once again, these returns are not adjusted for the CPI, but DO include dividends. Please notice that not one 20-year period experienced a...
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What is Blue Bell Ice Cream Worth?
The big news in my former hometown is the fact that Blue Bell Ice Cream is finally going back on store shelves today after a nearly year-long absence due to the company’s listeria fiasco last year....
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Sean Cooper Harassed for Paying Off Mortgage Early
Interesting story about a 30-year old Canadian man named Sean Cooper who paid off his $255,000 mortgage in a little over 3 years. That fact is interesting enough. What makes it even more interesting is...
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